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Create a task to represent any work item you or your team must complete. Save time by creating and using task templates for repeated work!

What you'll need

• Tasks are available on every ClickUp plan.
• Everyone except guests without full permissions can quick-create tasks.

Quick create a task

You can quick create tasks from anywhere in your Workspace.

1. Open the create task modal:
   • If you're using ClickUp 3.0: From the toolbar at the top-right, click New.
   • If you're using ClickUp 2.0: In the lower-right corner, click + Task.
2. Create your new task.

You can also quickly create tasks using the Command Center.

Create a task from the Sidebar

To create a task from the Sidebar:

1. From the Sidebar, hover over a List.
2. Click the ellipsis ... icon.
3. Click Create new.
4. Click Task. To create a task from a template, click From template.
   

   If you regularly apply the same task template to all tasks you create in a List, you can set a default task template. All tasks created in the List will have the template applied.

5. Name the task and select a location. You can also add optional task details.

6. Once you've finished drafting, hover over the caret icon next to Create Task to see task creation options:

   • Create and open: Create the task and open it.
   • Create and start another: Create the task, then populate a new blank task.
   • Create and duplicate:  Create the task, then populate another task with the same information.
7. Click Create task.

Create a task from Task views

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

List view

To create a task from List view:

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

Board view

To create a task from Board view:

1. Hover beneath any column and click + New Task at the bottom.
   
2. Name the task. You can also add optional task details.
3. Click Save.

Calendar view

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 want to make your task due.
2. Name the task. You can also add optional task details.
3. Click Save.

Gantt view

You can create tasks from any Gantt view.

Timeline view

To create a task from Timeline view:

1. Click on the day your task is due.
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.

Team view

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.
   
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.

Table view

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.

Mind Map

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.

Workload view

To create a task from Workload view:

1. To the right of a user, click on a day.
   The task will automatically be assigned to this user and have the due date you selected.
2. Click an empty area in the column.
   
3. If there's more than one List in the location, you'll need to select a location from the Select List dropdown.
4. Name the task. You can also add optional task details.
5. Click Save.

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 or remove assignees 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.
Watchers	Add watchers to the task.

Actualización 5 de junio de 2023 04:07