# Add Task

The **Add Task** allows users to create a new task, assign ownership, set priority and due dates, configure recurrence, attach files, and 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.

<figure><img src="/files/r0hjgjAUTEBYRDvgEcYg" alt=""><figcaption></figcaption></figure>

**Add Task |** Field Descriptions

<table><thead><tr><th width="133">Label</th><th width="175.7999267578125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Title*</strong></td><td>Captures the task name</td><td>Enter a short, meaningful title for the task. This helps identify the task in the list view.<br><br><strong>Example:</strong> Prepare a weekly incident report</td></tr><tr><td><strong>Status*</strong></td><td>Sets the current task state</td><td>Defines the task's lifecycle stage at creation.<br><br><strong>Available options:</strong> To Do, In Progress, Done (based on workflow configuration).</td></tr><tr><td><strong>Priority</strong></td><td>Defines urgency level</td><td>Indicates how critical the task is. Priority is visually highlighted in the task list.<br><br><strong>Available options:</strong> Low, Medium, High, Critical</td></tr><tr><td><strong>Assignee</strong></td><td>Assigns task ownership</td><td>Selects the user responsible for completing the task. Notifications are triggered based on workflow configuration.<br><br><strong>Example:</strong> Alex</td></tr><tr><td><strong>Due Date</strong></td><td>Sets task deadline</td><td>Specifies the expected completion date. Used to track task breaches and trigger overdue notifications.<br><br><strong>Example:</strong> 2026-02-10</td></tr><tr><td><strong>Repeat</strong></td><td>Configures task recurrence</td><td>Defines whether the task should repeat automatically.<br><br><strong>Available options:</strong> No Repeat, Daily, Weekly, Weekday, Monthly, Quarterly, Half-Yearly<br><br>When configured, the system automatically creates new tasks based on the selected schedule. Each generated task is created as an <strong>independent (non-recurring) task.</strong></td></tr><tr><td><strong>About Task*</strong></td><td>Adds detailed task description</td><td>Provides full context and instructions using a rich text editor. Supports formatting, links, lists, and images.<br><br><strong>Example:</strong> Verify SLA breach alerts and update the report.</td></tr><tr><td><strong>Additional Information</strong></td><td>Extends task using templates</td><td>Allows selection of a form template to include additional custom fields in the task. Once selected and the task is created, the template cannot be changed. If the template is updated later, the changes are reflected in the task.</td></tr><tr><td><strong>Select Template</strong></td><td>Loads custom form fields</td><td>Displays available form templates created under Template → Form Template. Selecting a template dynamically adds its fields to the task form.</td></tr><tr><td><strong>Attachment</strong></td><td>Adds supporting files</td><td>Allows uploading one or more files related to the task. Attachments are stored with the task and can be accessed later.</td></tr><tr><td><strong>Add (Attachment)</strong></td><td>Uploads files</td><td>Opens file picker to upload attachments. Supports download and delete actions during task edit.</td></tr><tr><td><strong>Submit</strong></td><td>Creates the task</td><td><strong>Saves</strong> the task with all configured details. The task appears in the Task list, and notifications are triggered based on workflow settings.</td></tr><tr><td><strong>Cancel</strong></td><td>Discards task creation</td><td><strong>Closes</strong> the Add Task panel without saving any entered information.</td></tr></tbody></table>

{% hint style="info" %}

* Tasks support **recurrence configuration,** where new tasks are automatically created based on the selected repeat schedule. Each generated task is created as an independent (non-recurring) task.
* Tasks can be extended using **form templates,** allowing additional custom fields to be included. Once a template is selected and the task is created, it cannot be changed.
* **Attachments** added during task creation are stored with the task and can be accessed, downloaded, or removed during task updates.
* **Email notifications** are triggered based on workflow configuration. When enabled, notifications are sent to the assignee, including task details and attachments.
  {% endhint %}


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