Search

Create a task from views

You can create tasks from all Task views except Map and Activity.

What you'll need

Inherit fields from filters

When a task filter is applied to a view, any newly created tasks will inherit the some fields to match the filter.

For example, a List view is filtered to show tasks with the status In Progress. When you create a new task from the view, the newly created task will automatically have the status set to In Progress.

The following fields are automatically populated if they are filtered in the view:

  • Status
  • Priority
  • Start date
  • Due date
  • Dropdown Custom Field
  • Checkbox Custom Fields
  • Tags

Inherit fields from a view

When you create a task from a view that has certain fields set, those fields are applied to new tasks automatically.

For example, a List view is grouped by Status. Clicking Add Task below the Blocked status group will set the status of the newly created task to Blocked.

Fields are inherited when tasks are created in the following ways:

  • Clicking New in the toolbar and selecting Task from the Create Items modal.
  • Clicking Add task below any group of tasks in a view.
  • Clicking the location header or the task breadcrumb ellipsis ... menu and selecting Task from the +Create new tab.

The following fields are automatically populated if they are set in the view:

  • Status
  • Priority
  • Tags 
  • Start Date and Due Date
  • Label Custom Fields
  • Number Custom Fields
  • Rating Custom Fields
  • Text and Long Text Custom Fields

Create tasks from List views

To create a task from List view:

  1. Below any group of tasks, click + Add Task.
  2. Name the task. You can also add optional task details.
  3. Click Save.

You can also create new tasks in List view by dragging and dropping files from your device directly into the List. Each file will create a new task. Gif of someone creating a task from a file in List view.gif

Create tasks from Board views

To create a task from Board view:

  1. Below any group of tasks, click + Add Task.
  2. Name the task. You can also add optional task details.
  3. Click Save.

Create tasks from Calendar views

You can create tasks from any Calendar view.

If you're using the Month time period:

  1. Hover over any day and click the plus icon.
  2. Name the task. You can also add optional task details.
  3. Click Save.

If you're using the Day, 4 days, or Week time period:

  1. Click the day and time to set the task due date.
  2. Name the task. You can also add optional task details.
  3. Click Save.

Create tasks from Gantt views

You can create tasks from any Gantt view.

Create tasks from Timeline views

To create a task from Timeline view, click anywhere on the timeline canvas to add a task to your Timeline view.

The grouping, start, and due dates of a new task automatically update to match what is set for the group by row and date where the task is added.

For example, in a Timeline view grouped by Assignee, creating a task by clicking in Alex's row will automatically assign the new task to Alex.

Create tasks from Team views

To create a task from Team view:

  1. Click the plus icon in the upper-right of someone's box. The task will automatically be assigned to this user.
    Screenshot of someone creating a task from Team view.png
  2. If there's more than one List in the location, you'll need to select a location from the Select List dropdown.
  3. Name the task. You can also add optional task details.
  4. Click Save.

Create tasks from Table views

To create a task from Table view:

  1. At the bottom of the table, click + New task.
  2. If there's more than one List in the location, you'll need to select a location from the Select List dropdown.
  3. Name the task. You can also add optional task details.
  4. Click Save.

Create tasks from Mind Map views

You can create tasks in Mind Maps that were created using the Blank structure.

To create a task from a Mind Map:

  1. Click a node. The task name is inherited from the node.
  2. Select + Create Task.
  3. If there's more than one List in the location, you'll need to select a location from the Select List dropdown. 
    • You can also add optional task details.
  4. Click Create.

Create tasks from Workload views

Click anywhere on the workload canvas to add a task to your Workload view.

The grouping, start, and due dates of a new task automatically update to match what is set for the row and columns where the task is added.

For example, in a Workload view grouped by Assignee, creating a task by clicking in Alex's row will automatically assign the new task to Alex.

Was this article helpful?