Create Task

The Create Task dialog is shared across multiple pages — My Tasks, Project Detail, Boards, Backlog, and Task Detail (for adding subtasks). It supports context-aware defaults so the project and parent task can be pre-filled by the calling page.

Create Task dialog filled with sample data showing title, project, work item type, status Backlog, priority Medium, and date fields

Accessing the Page

Open Projects from the sidebar. The dialog is available from:

My Tasks — click New Task or press c
Project Detail — click New Task
Backlog — click New Task
Boards — click the + in a column
Task Detail — click Add Subtask
My Tasks sidebar + button — navigates to #new-task and opens the dialog directly

Context-Aware Defaults

The dialog accepts optional pre-filled values from the calling page:

Context value	Effect
`defaultProjectId`	Project selector is hidden; the task is bound to that project
`defaultProjectTypeId`	Work item types are pre-filtered for the given type
`defaultParentTaskId`	Parent Task selector is hidden; the task is created as a child of that task

When opened from a board column or backlog with a project already selected, the dialog pre-fills the project automatically.

Fields

Field	Required	Type	Description	Default	Validation
Title	Yes	Text	Short name for the task	—	Max 240 chars; trimmed on submit; submit blocked when empty
Project	Yes (contextual)	Entity select	Project this task belongs to	Pre-filled when context provides `defaultProjectId`	Required when no default project is provided
Work Item Type	Yes	Select	Type of work item (e.g., Task, Bug, Story)	First type with key `task`, or first available	Must select a type; loaded from project type configuration
Status	No	Select	Initial workflow status	`backlog`	One of: Backlog, To Do, In Progress, Review, Done, Cancelled
Priority	No	Select	Task priority level	`medium`	One of: Low, Medium, High, Urgent
Assignee	No	User select	User assigned to this task	Auto-filled by owner strategy setting	Active users only; required if tenant settings enforce owner by status
Estimate (hours)	No	Number	Estimated effort in hours	—	Min 0; step 0.25; converted to minutes on submit
Remaining (hours)	No	Number	Remaining effort in hours	Defaults to estimate if left blank	Min 0; step 0.25; converted to minutes on submit
Parent Task	No	Entity select	Parent task in the same project	Pre-filled when context provides `defaultParentTaskId`; hidden if default provided	Tasks in the same project only
Planned Start	No	Date + Time	Planned start date and time	—	5-minute steps; must be before Planned End if both are set
Planned End	No	Date + Time	Planned end date and time	—	5-minute steps; must be on or after Planned Start
Due	No	Date + Time	Task deadline	—	5-minute steps
Tags	No	Multi-select	Lowercase tag chips	`[]`	Max 50 tags
Images	No	File upload	Task images (deferred upload)	—	Max 20 images
Attachments	No	File upload	Task file attachments (deferred upload)	—	Max 10 files; accepted types include images, PDF, Office documents, SQL, JSON, XML, YAML, Markdown, log files (gzip, ndjson), archives (zip, tar, 7z), and short screen recordings (mp4, webm)
Description	No	Textarea	Detailed task description	—	Max 4000 chars; empty value becomes null

Status options:

Value	Description
Backlog	Not yet scheduled
To Do	Scheduled but not started
In Progress	Actively being worked on
Review	Under review or QA
Done	Completed
Cancelled	Cancelled and will not be completed

Priority options:

Value	Description
Low	Nice to have
Medium	Standard priority
High	Important; do soon
Urgent	Critical; do immediately

Deferred Attachments

Images and file attachments use deferred upload: they are staged locally in the dialog while you fill in the form. When you click Create, the task record is saved first, and then the staged files are uploaded and linked. This means:

You can add images and attachments to a new task without first creating it manually.
An image carousel section and a file list section appear in the dialog when files are added.
Up to 20 images and 10 files can be staged.
If a file upload fails after the task is created, a warning toast appears and the task still exists — retry the upload from the Task Detail page.

Create Another Mode

The dialog footer includes a Create another task checkbox. When checked:

The dialog stays open after a successful submit.
Title and Description are cleared for rapid batch entry.
Focus returns to the Title field automatically.
All other fields (project, type, status, priority, assignee, dates) retain their values.

Validation Rules

Rule	Behavior
Title required	Submit disabled while Title is empty
Title length	Max 240 characters
Description length	Max 4000 characters
Tag count	Max 50 tags
Project required	Submit disabled when no project is selected or provided by context
Work Item Type required	Submit disabled until a type is selected
Date range	Submit disabled if Planned End is before Planned Start
Assignee required (conditional)	Required when tenant ownership settings enforce an assignee for the chosen status
Attachment upload errors	If uploads fail after task creation, a warning toast is shown; the task is still created
Unsaved-changes guard	Closing with staged files or typed content shows a confirmation dialog

Post-save Behavior

The task is created via the API.
Any pending images and attachments are uploaded and linked to the new task.
A success toast appears with the task code, title, and a View task link.
If Create another is enabled, the dialog stays open for the next entry; otherwise it closes and the calling page refreshes.

Common Tasks

Click New Task from My Tasks, Project Detail, Backlog, or Boards (or press c).
Enter a Title and select the Work Item Type.
Optionally set Status, Priority, Assignee, date fields, Tags, and Attachments.
To add multiple tasks quickly, check Create another task before submitting.
Click Create. A success toast confirms the task was created with a link to view it.

Permissions & System Behavior

Creating tasks requires access to the Projects module and canWriteTasks permission.
The Assignee field may become required based on tenant ownership enforcement settings for the chosen status.
The default assignee is set automatically based on the tenant’s Default task owner strategy (None, Creator, or Project Owner). Auto-filled assignee fields do not count as “dirty” for the unsaved-changes guard.
If the assignee field becomes required for the chosen status and no owner has been set, a recovery prompt appears in context so the user can assign an owner without closing the dialog.

Edit Task — Edit an existing task
Bulk Edit Tasks — Update multiple tasks at once
Task Detail — View a specific task
My Tasks — View and prioritize your assigned work
Project Governance Settings — Configure ownership and assignment rules