{"id":141562,"date":"2026-08-06T12:10:29","date_gmt":"2026-08-06T12:10:29","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d9%86%d8%b4%d8%a7%d8%a1-%d9%85%d9%87%d9%85%d8%a9-%d8%ac%d8%af%d9%8a%d8%af%d8%a9\/"},"modified":"2026-08-12T09:28:51","modified_gmt":"2026-08-12T09:28:51","slug":"create-a-new-task","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/create-a-new-task\/","title":{"rendered":"Create a New Task"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"21\" data-end=\"341\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">This screen enables authorized users to create a new task and assign it to an employee, allowing work to be tracked and completed within the system. The task can optionally be linked to a module and a specific record, allowing the assignee to navigate directly to the related area in the system to complete the work.<\/p>\n<h2 data-section-id=\"69qiyn\" data-start=\"343\" data-end=\"362\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Before You Start<\/h2>\n<ul data-start=\"364\" data-end=\"749\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li data-section-id=\"rrqgpb\" data-start=\"364\" data-end=\"516\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Ensure that the <strong data-start=\"382\" data-end=\"401\" style=\"color: #111827;\">Task Management<\/strong> app is enabled. You can enable it by navigating to <strong data-start=\"453\" data-end=\"465\" style=\"color: #111827;\">Settings<\/strong> from the main menu, then opening <strong data-start=\"499\" data-end=\"515\" style=\"color: #111827;\">Apps Manager<\/strong>.<\/li>\n<li data-section-id=\"1ggrjnm\" data-start=\"517\" data-end=\"607\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You must have both the <strong data-start=\"542\" data-end=\"554\" style=\"color: #111827;\">Add Task<\/strong> and <strong data-start=\"559\" data-end=\"572\" style=\"color: #111827;\">View Task<\/strong> permissions to access this screen.<\/li>\n<li data-section-id=\"1v1j6lv\" data-start=\"608\" data-end=\"749\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Every task you create appears immediately in the <strong data-start=\"659\" data-end=\"672\" style=\"color: #111827;\">Task List<\/strong>, where it becomes available for tracking, status updates, and working on it.<\/li>\n<\/ul>\n<h2 id=\"steps\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Steps<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li data-section-id=\"1riqd3z\" data-start=\"761\" data-end=\"810\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the main menu, click <strong data-start=\"790\" data-end=\"809\" style=\"color: #111827;\">Task Management<\/strong>.<\/li>\n<li data-section-id=\"1i4fzxj\" data-start=\"811\" data-end=\"830\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong data-start=\"820\" data-end=\"829\" style=\"color: #111827;\">Tasks<\/strong>.<\/li>\n<li data-section-id=\"tfpnqs\" data-start=\"831\" data-end=\"853\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong data-start=\"840\" data-end=\"852\" style=\"color: #111827;\">Add Task<\/strong>.<\/li>\n<li data-section-id=\"125a755\" data-start=\"854\" data-end=\"1568\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Enter the following information:\n<ul data-start=\"893\" data-end=\"1568\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li data-section-id=\"awl5wo\" data-start=\"893\" data-end=\"938\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong data-start=\"895\" data-end=\"904\" style=\"color: #111827;\">Title<\/strong> (required): Enter the task title.<\/li>\n<li data-section-id=\"vxrpwo\" data-start=\"942\" data-end=\"986\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong data-start=\"944\" data-end=\"952\" style=\"color: #111827;\">Type<\/strong> (required): Select the task type.<\/li>\n<li data-section-id=\"gfzarc\" data-start=\"990\" data-end=\"1077\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong data-start=\"992\" data-end=\"1004\" style=\"color: #111827;\">Priority<\/strong> (required): Select the task priority. <strong data-start=\"1043\" data-end=\"1053\" style=\"color: #111827;\">Medium<\/strong> is selected by default.<\/li>\n<li data-section-id=\"1w4zs3x\" data-start=\"1081\" data-end=\"1153\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong data-start=\"1083\" data-end=\"1095\" style=\"color: #111827;\">Assignee<\/strong> (required): Select the employee responsible for the task.<\/li>\n<li data-section-id=\"1isqfck\" data-start=\"1157\" data-end=\"1218\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong data-start=\"1159\" data-end=\"1167\" style=\"color: #111827;\">Code<\/strong> (required): Generated automatically by the system.<\/li>\n<li data-section-id=\"1wmxwi7\" data-start=\"1222\" data-end=\"1274\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong data-start=\"1224\" data-end=\"1236\" style=\"color: #111827;\">Due Date<\/strong> (optional): Select the task due date.<\/li>\n<li data-section-id=\"3v1ht3\" data-start=\"1278\" data-end=\"1349\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong data-start=\"1280\" data-end=\"1298\" style=\"color: #111827;\">Link to Module<\/strong> (optional): Select the target module for the task.<\/li>\n<li data-section-id=\"126gzgi\" data-start=\"1353\" data-end=\"1444\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong data-start=\"1355\" data-end=\"1365\" style=\"color: #111827;\">Record<\/strong> (optional): Select a record if you want to link the task to a specific record.<\/li>\n<li data-section-id=\"18h7ph3\" data-start=\"1448\" data-end=\"1503\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong data-start=\"1450\" data-end=\"1465\" style=\"color: #111827;\">Description<\/strong> (optional): Enter a task description.<\/li>\n<li data-section-id=\"1sybcqk\" data-start=\"1507\" data-end=\"1568\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong data-start=\"1509\" data-end=\"1524\" style=\"color: #111827;\">Attachments<\/strong> (optional): Add attachments, if applicable.<\/li>\n<\/ul>\n<\/li>\n<li data-section-id=\"1tj2oc4\" data-start=\"1569\" data-end=\"1606\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong data-start=\"1578\" data-end=\"1586\" style=\"color: #111827;\">Save<\/strong> to create the task.<\/li>\n<\/ol>\n<h2 id=\"how_the_system_works\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How the System Works<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li data-section-id=\"1w2537b\" data-start=\"1633\" data-end=\"1769\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The <strong data-start=\"1639\" data-end=\"1647\" style=\"color: #111827;\">Code<\/strong> is generated automatically based on the auto-numbering settings configured in the system. Users cannot enter it manually.<\/li>\n<li data-section-id=\"1c2idnr\" data-start=\"1770\" data-end=\"1921\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The <strong data-start=\"1776\" data-end=\"1788\" style=\"color: #111827;\">Assignee<\/strong> list displays only active employees, along with each employee\u2019s name and department. Tasks cannot be assigned to inactive employees.<\/li>\n<li data-section-id=\"14s61o\" data-start=\"2026\" data-end=\"2174\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The <strong data-start=\"71\" data-end=\"89\" style=\"color: #111827;\">Link to Module<\/strong> list displays the modules configured in <strong data-start=\"130\" data-end=\"161\" style=\"color: #111827;\">Linked Module Configuration<\/strong>. Only modules enabled on that screen are displayed.<\/li>\n<li data-section-id=\"p52q65\" data-start=\"2175\" data-end=\"2333\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">When a target module is selected and a record is specified, the task contains a drop-down link that directs users to that record within the selected module.<\/li>\n<li data-section-id=\"grqtqq\" data-start=\"2334\" data-end=\"2587\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">When the task is saved successfully:\n<ul data-start=\"2375\" data-end=\"2587\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li data-section-id=\"12dsmja\" data-start=\"2375\" data-end=\"2430\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The task is created and appears in the <strong data-start=\"2416\" data-end=\"2429\" style=\"color: #111827;\">Task List<\/strong>.<\/li>\n<li data-section-id=\"e6seb2\" data-start=\"2433\" data-end=\"2496\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The system records the task creation in the <strong data-start=\"2479\" data-end=\"2495\" style=\"color: #111827;\">Activity Log<\/strong>.<\/li>\n<li data-section-id=\"mq9329\" data-start=\"2499\" data-end=\"2587\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If an assignee is selected, the system records the assignment in the <strong data-start=\"2570\" data-end=\"2586\" style=\"color: #111827;\">Task History<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2 id=\"validation_rules\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Validation Rules<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li data-section-id=\"bbmme9\" data-start=\"2610\" data-end=\"2724\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If you leave the <strong data-start=\"2629\" data-end=\"2638\" style=\"color: #111827;\">Title<\/strong> field empty, the system displays the following message: <strong data-start=\"2695\" data-end=\"2724\" style=\"color: #111827;\">\u201cThis field is required.\u201d<\/strong><\/li>\n<li data-section-id=\"1scuk3m\" data-start=\"2725\" data-end=\"2840\" style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If you do not select an <strong data-start=\"2751\" data-end=\"2763\" style=\"color: #111827;\">Assignee<\/strong>, the system displays the following message: <strong data-start=\"2808\" data-end=\"2840\" style=\"color: #111827;\">\u201cThis field is required.\u201d<\/strong><\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":38,"featured_media":0,"template":"","categories":[2197,10730,10509],"tags":[10937,11347,10658,11348,11349,10659,10557,10580],"class_list":["post-141562","tutorial","type-tutorial","status-publish","hentry","category-hr","category-tasks","category-tasks-management","tag-add-task","tag-assign-a-task-to-an-employee","tag-create-a-new-task","tag-how-to-add-a-task","tag-how-to-create-a-new-task","tag-new-task","tag-task-management","tag-tasks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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