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.
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.
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 |