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.

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. Notifications are triggered based on workflow configuration. Example: Alex
Due Date	Sets task deadline	Specifies the expected completion date. Used to track task breaches and trigger overdue notifications. Example: 2026-02-10
Repeat	Configures task recurrence	Defines whether the task should repeat automatically. Available options: No Repeat, Daily, Weekly, Weekday, Monthly, Quarterly, Half-Yearly When configured, the system automatically creates new tasks based on the selected schedule. Each generated task is created as an independent (non-recurring) task.
About Task*	Adds detailed task description	Provides full context and instructions 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 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.
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 stored with the task and can be accessed later.
Add (Attachment)	Uploads files	Opens file picker to upload attachments. Supports download and delete actions during task edit.
Submit	Creates the task	Saves the task with all configured details. The task appears in the Task list, and notifications are triggered based on workflow settings.
Cancel	Discards task creation	Closes the Add Task panel without saving any entered information.

• 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.