Create a task

Create tasks to manage work items you or your team must complete. Save time by creating and using task templates for repeated work!

Screenshot of someone creating a task.png

What you'll need

Create a task with Brain AI

You can quickly create AI-generated tasks from task comments and Chat messages! You can also create a task or subtask using the Brain AI tool Create task or subtask

Create tasks from comments

You can create new tasks using the text toolbar from task comments, comments in your Inbox, and Doc comments. This is a helpful way to quickly organize your work so you can return to it later.

Create a task from the toolbar

You can create a task from anywhere in your Workspace with the toolbar.

  1. From the toolbar, click Create task.
    Screenshot of the create task button.png
  2. Name the task. You can also add optional task details.
  3. Click Create Task.

Create a task from the AI Command Bar

You can create a task from anywhere in your Workspace with the AI Command Bar.

  1. At the top of your Workspace, click Search.
  2. Type Create New Task and press Return on Mac or Enter on PC.
    Screenshot of the create new task command.png
  3. Name the task. You can also add optional task details.
  4. Click Create Task.

Create a task from Chat

If the Chat ClickApp is enabled in your Workspace, you can create a task from a Chat message:

  1. When drafting a message, click the New Task button.
    Screenshot of the new task button.png
  2. Name the task and add additional details.
  3. Click Create Task.

Create a task from the sidebar

You can create tasks from the create button in your Home, Spaces, and Planner sidebars.

To create a task:

  1. In your Global Navigation, select Home, Spaces, or Planner.
  2. In the upper-right corner of the sidebar, click the plus icon.
  3. Select Task.

Screenshot of the create task option from the Home Sidebar.

Create a task from views

Read our Create tasks from views article.

Create a task from the text toolbar

You can create a task from the text toolbar, either using ClickUp Brain or manually. 

In Docs

To create a task from the text toolbar in a Doc:

  1. Select some text. 
  2. Click the Create task icon.
    Screenshot of the create task button in text toolbar.png
  3. Select a List.
  4. Add any of the optional task properties and click Create.

In task descriptions

To create a task or subtask from the text toolbar in a task description:

  1. Select some text. 
  2. Create a task or subtask:
    • Task: Click Task. Select a List.
    • Subtask: Click the expand icon next to Task and select Subtask.
  3. Add any of the optional task properties and click Create.

Task created pop-up

When you create a task, you'll see a temporary pop-up in the lower-left corner of your Workspace confirming the task's creation. 

From this pop-up, you can:

  • Open the task's parent List.
  • Pin the task to the bottom of your Workspace.
  • Copy the task's URL.
  • Open the task.

Screenshot of task creation pop-up.png

Optional task details

Task name and location are the only details required to create a task.

The following information can be added to your task from the task creation modal:

Task details Description
Status

When quick-creating a task or creating a task from the Sidebar, click the Change status button in the upper-left corner.

 

Different Task views include additional and unique ways to change task statuses.

Assignees

Add assignees to a task by clicking the avatar icon. You can also change a task's assignees or unassign them by clicking this.

Add multiple assignees by enabling the Multiple Assignees ClickApp.

Task description Type a task description in the Description text box. Type /listview to embed a List view in the description.
Custom Fields Add Custom Field details to the task. You can also add or edit Custom Fields. Options vary by Custom Field type.
Subtasks Include smaller action items by clicking Add subtask.
Checklist Create a new checklist by clicking + Add checklist or apply a checklist template.
Attachments Drag and drop, click the Add dropdown, or click browse to add attachments.
Priority Set a Priority for the task by clicking the flag icon.
Start date and Due date Add a start or due date to the task by clicking the calendar icon. You can also set the task to recur.
Tags Add a custom tag to the task by clicking the tag icon.
Time Estimate Set a time estimate for your task by clicking the hourglass icon.
Templates

Click the wand icon to take one of the following actions:

  • Create the task instantly from a template
  • Load a task template. 
  • Save the task as a template. 
  • Update an existing task template. 
Dependencies

Add Dependencies to the task.

Followers

Add followers to the task.