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!

If you have ClickUp AI in your Workspace, AI can create the task for you!

Screenshot of the create task modal.

What you'll need

Create a task with ClickUp AI

You can quickly create AI-generated tasks from task and Inbox comments, and Chats! You can also create a task or subtask using the ClickUp 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.
  2. Name the task. You can also add optional task details.
  3. Click Create Task.

Screenshot of the create task button in the toolbar.

Create a task from the AI Command Bar

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

  1. Open the AI Command Bar.
  2. Type Create and select Create New Task.
  3. Name the task. You can also add optional task details.
  4. Click Create Task.

Screenshot of the create new task command.

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 when drafting a message.png
  2. Name the task and add additional details.
  3. Click Create Task.

Create a task from a 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

You can create tasks from views.

Create a task from the text toolbar

You can create a task using the text toolbar in Docs and task descriptions.

You can create a task with AI or manually.

Create a task from the text toolbar in Docs

To create a task from a Doc:

  1. Highlight some text.
  2. From the text toolbar, click the Create task button.
  3. Choose to create a task with AI or manually.
  4. Click Select List, and choose the List from the dropdown.
  5. Add additional task details and click Create
Screenshot of the option to create a task with AI or manually from a Doc.

Create a task from the text toolbar in task descriptions

From a task description:

  1. Highlight some text.
  2. From the text toolbar, click the Create task button.
  3. Choose to create a new task with AI or manually:
    • Using AI: The task will be created instantly. You can take quick actions including inserting a link to the newly created task.
    • Manually: Customize your new task, including the List, title, and task fields.
  4. Click Create.

You can use the arrow icon next to the Create task button to create a subtask with AI or manually from the task description.

Screenshot of the options to create tasks from the task description.

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.