Add Task

The Add Task screen allows users to create a new task, assign ownership, set priority and due dates, configure repetition, attach files, and optionally extend the task using form templates.

Tasks created here are immediately available in the Task list and follow the configured notification, audit, and repeat rules.

Add Task | Field Descriptions

Label	Action	Description / Example
Title*	Captures the task name	Enter a short, meaningful title for the task. This helps identify the task in the list view. Example: Prepare a weekly incident report
Status*	Sets the current task state	Defines the task's lifecycle stage at creation. Available options: To Do, In Progress, Done (based on workflow configuration).
Priority	Defines urgency level	Indicates how critical the task is. Priority is visually highlighted in the task list. Available options: Low, Medium, High, Critical.
Assignee	Assigns task ownership	Selects the user responsible for completing the task. Once assigned, the user receives a notification. Example: Alex
Due Date	Sets task deadline	Specifies the expected completion date. Used to track task breaches and trigger notifications when overdue. Example: 2026-02-10
Repeat	Configures task recurrence	Defines whether the task should repeat automatically. Repeated tasks are created as new non-repeating tasks based on the schedule. Available options: No Repeat, Daily, Weekly, Monthly, Quarterly, Half-Yearly.
About Task*	Adds detailed task description	Provides full context and instructions for the task using a rich text editor. Supports formatting, links, lists, and images. Example: Verify SLA breach alerts and update the report.
Additional Information	Extends task using templates	Allows selection of a custom form template to add additional fields to the task. Once selected and the task is created, the template cannot be changed. If the template is updated later, the changes will be reflected in the task. Example: Change Approval Template
Select Template	Loads custom form fields	Displays available form templates created under Template → Form Template. Selecting a template dynamically adds its fields to the task form.
Attachment	Adds supporting files	Allows uploading one or more files related to the task. Attachments are included in email notifications and available for download later.
Add (Attachment)	Uploads files	Opens file picker to upload attachments. Supports download and delete actions during edit.
Submit	Creates the task	Saves the task with all configured details. On success, the task appears in the Task list, and notifications are triggered as applicable.
Cancel	Discards task creation	Closes the Add Task panel without saving any entered information.

• Tasks can be edited after creation, except for the selected template, which remains locked.

• If a task is created with a past due date, a task breach notification is triggered for the assignee and creator.

• Repetitive tasks generate new independent tasks based on the selected frequency.

• All task actions (add, edit, delete) are logged in the Audit module.

• Attachments are included in email notifications when configured in workflows.