Create items

Quickly create tasks, Docs, reminders, Chat Channels, and Whiteboards from anywhere in your Workspace. 

What you'll need

  • You can create unlimited tasks using quick-create on all plans.
  • Guests with full edit permissions can create items.

Create items with AI

You can use AI to create items, or to fill out text for task descriptions, docs, or to fill out AI Fields.

Create items

You can quickly create items and locations from anywhere in your Workspace.

Create items from the toolbar

To create items from multiple places in the toolbar:

  • Click Search and type Create.
  • In the upper-right, click on a pinned personal tool.
  • In the upper-right corner, click your avatar to access unpinned personal tools.

Personal tools include options to create a task, Doc, Reminder, Whiteboard, Dashboard, track time, and record a Clip.

Screenshot of pinned personal tools in the toolbar.

Create items from your Global Navigation

Many of the pages opened from your Global Navigation have a create button in the top-right corner of their respective sidebars.

Screenshot of the Create menu in the upper-right corner fo the Spaces Sidebar.png

The items you can create vary depending on the tab.

The following table describes the create options available from each Global Navigation tab:

Global Navigation tab Create options
Home Sidebar
  • Task
  • Message
  • List
  • Channel
  • Space
  • Create with AI
  • Super Agent
  • Doc
  • Form
  • Dashboard
  • Whiteboard
  • Customize your sidebar
  • Import
  • Templates 
Spaces Sidebar
  • Task
  • List
  • Space
  • Create with AI
  • Super Agent
  • Doc
  • Form
  • Dashboard
  • Whiteboard
  • Import
  • Templates
Chat Sidebar
  • Message
  • Channel
AI Hub Sidebar
  • Ask AI
  • Super Agent
Planner Sidebar
  • Event
  • Focus time
  • Out of office
  • Task
Teams Hub Sidebar
  • Create Team
  • Invite People
Docs Hub sidebar
  • Create Doc
  • Create Wiki
  • Apply a template
  • Import
Dashboards Hub sidebar
  • Create a new Dashboard
Whiteboards Hub sidebar
  • Create a new Whiteboard
Forms Hub sidebar
  • Create a new Form
Clips Hub sidebar
  • Start recording a Clip