Tasks let you break project work into pieces you can assign, track, and report on. This article covers main fields and options available when creating one.

To create a new task, navigate to your project and click on the + Task button in the upper right.

Enter a title for your task and add a description detailing what needs to be done. This description will also be the first comment on your task.

Use text formatting tools (text and background color, bold, italic, code, bullet list, numbered list, quotes, code snippets, and links) to enhance the task description.

You can also use Productive AI (same as in docs for text editing) to help you draft the description.

📌 Type : followed by at least two characters to search for and insert an emoji.

📌 Type / to open the text formatting options shortcut. The options include writing with AI, bullet and number lists, tables, code blocks, quotes, adding images, and applying text and background color.

📌 Example: Adding tables or images to your task description.

To add a table, type / and select the table option to insert a table into your description. You can also copy and paste an existing table directly into the description field.

To add an image, Type / and select the image option to upload an image to your description.
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If the task requires additional files, click the Add attachments button or drag and drop files into the text input section.

Attachments will be shown at the bottom of the description, where additional options become available.

When an attachment is added, you can:

You can also add task dependencies, subtasks or to-dos after saving the task.
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Use the "@" symbol to mention team members, hyperlink other tasks, or link docs.

Mentioned users will receive a notification, directing their attention to the task.

Use the All, Person, Task, and Docs tabs to quickly find what or whom you want to mention.

📌 The person, task, or doc must be part of the project to be shown as an option.

You can link a task to a service directly from the task sidebar.

Choose the available services from the budgets or deals connected to the project the task belongs to.

When time is tracked via that task, the selected service is automatically prefilled. The same behavior applies when creating subtasks.

You can also start the timer directly from the task toolbar. If the task has a service linked, the timer will automatically connect to that service.
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📌 The service will only be prefilled if time tracking is allowed on that service. For example, time can’t be tracked against services on budgets where the budget start date hasn’t occurred yet, or the budget end date has already passed.

The same is also applied when creating bookings on tasks.

Based on the chosen task workflow, set the task status. By default, you'll have two statuses available: Open and Closed.

Assign your task to a task list.

Select a task list from the dropdown menu. The list will be located within a folder (marked by the folder icon 📂).
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You can assign tasks to a team member directly. Use the dropdown menu to select a single assignee. The person must be a project member to appear in the dropdown.

If tracking time on tasks is enabled, you can add the initial time-to-complete estimate in hours or minutes.

When creating a task, you'll enter an Initial estimate, which changes to "Time to complete" once the task is created.

Tags categorize and filter tasks. Add a tag like "Design" or "Sprint W2" to organize tasks within a project.

Tags are saved at the project level: a tag created in one project won't be available in another.

Add task custom fields to your project and use them for tasks, helping you organize and categorize your tasks better.

You can create project-specific task custom fields here or use fields from your task custom field library, making them available across multiple projects as needed.
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Subscribers receive notifications about changes to the task. You can add subscribers who need to stay informed about task updates.

Like mentions and assignees, subscribers must also be project members.

👉 Read more about task notifications here.

Once you’ve filled in all the necessary details, click Create task to save it.

👉 Learn more about creating a private task.

After the task is created, a task path appears above the task name. The path shows the task’s location in the workspace as Folder / Task List / Task Number, helping you quickly identify where the task belongs.

You can collapse the path to display only the task number, and expand it again using the Expand path icon.

You can click on the folder or task list name in the path to open a temporary tab in the project navigation. The tab shows the contents of that folder or task list, filtered by the task's current status:

📌 The tab is temporary — selecting a different tab will remove it. To keep it, click Save, and it will remain as a saved project tab.