How to Create a Task

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There are two places where members of a Stream can create a new Task: 

• In the Tasks panel or dashboard, click the green + Add Task button. 

• In the Streams Sidebar, click the ellipsis icon > New Task. 

1. In the New Task pop-up, enter the following information: 

• Name 

• Priority (Not Set, Low, Medium, or High) 

• Status (Not Started, In Progress, Completed, or Blocked) 

• Start and Due Date and Time 

• Description 

2. Fill out any Custom Fields that may have been required by Stream Admins. 

3. To add Assignees and Watchers to the task, input the name of a Stream member into the search box and select the corresponding name. 

Note: For more information about the permissions of Assignees and Watchers, click here. 

4. If there are non-required Custom Fields that are applicable to this Task, open the Custom Fields dropdown, select the relevant field, and assign a value. 

5. Click the green Create Task button. Alternatively, click the dropdown to access the Create and Open and Create and Duplicate options. 

To learn how to edit the details of existing Tasks, click here.

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