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Create and assign a project task

Choose a project, describe the work, assign responsibility and check the saved task.

GuideFor project contributorsContent reviewed

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Before you start#

You need permission to create project tasks and access to the destination project. Have a clear outcome, enough context for the assignee and any relevant requirement or story.

Create the task#

  1. Open New task from the project's work area.
  2. Select Project if the dialog did not open with a project already selected.
  3. Enter Task Title and describe the required outcome, supporting context and how completion will be checked.
  4. Review Type and Priority. Set Category, Due date and Estimated hours when useful.
  5. Select Story when the project uses stories and the task implements a particular requirement. Use Parent Task for a subtask where appropriate.
  6. Choose Assignee. Confirm that this is the person responsible for the next action.
  7. Review any attachments and optional repository settings.
  8. Select Create task.

The story controls depend on the selected project's workflow. Their absence does not necessarily mean a permission error. Internal service requests use their own request workflow rather than this project task form.

Check the result#

Open the created task and verify its project, title, owner and related work. A success message confirms the creation response; the saved record is the place to verify the details.

If repository or branch setup was requested, check its result separately. Do not assume every project task requires a branch.

Keep progress useful#

Use the available board or list view to find the task, then update the original record as work advances. Keep clarification and completion evidence close to the task so another person can understand what remains.

Troubleshooting#

ProblemNext action
No projects availableCheck project access with the administrator or project owner.
Story field is missingCheck whether the selected project uses stories.
Assignee is unavailableAsk the project owner to review membership and eligibility.
Create failedRead the validation or access message; preserve your description before closing the form.
Unsure whether creation completedSearch the destination for the task before submitting a duplicate.

Read The platform model for project, story, task and sprint relationships.

See Create and assign a project task on the product site

Need more help?

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