{"id":141921,"date":"2026-08-09T11:26:02","date_gmt":"2026-08-09T11:26:02","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%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-%d9%88%d8%aa%d8%b9%d9%8a%d9%8a%d9%86%d9%87%d8%a7-%d9%84%d9%85%d9%88%d8%b8%d9%81\/"},"modified":"2026-08-10T14:14:28","modified_gmt":"2026-08-10T14:14:28","slug":"how-to-create-a-new-task-and-assign-it-to-an-employee","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/","title":{"rendered":"How to Create a New Task and Assign It to an Employee"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">Task management in the system lets you create a new task and assign it to any employee, specifying its type, priority, and due date, and linking it \u2014 if needed \u2014 to another record in the system, such as a client or an invoice. This guide walks you through the creation and assignment steps in detail.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Steps to Create a New Task and Assign It to an Employee&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1786368166511{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 1: Navigating to the Task Creation Screen<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">From the main menu, click &#8220;<strong>Tasks<\/strong>,&#8221; then click &#8220;<strong>Add Task<\/strong>&#8221; to open the creation form.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;141936&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\"><strong>Step 2: Filling In the Task Details<\/strong><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">On the task creation screen, enter the following details:<\/p>\n<ul style=\"text-align: right;\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" style=\"text-align: left;\"><strong>Title:<\/strong> A short, clear summary describing what needs to be done.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" style=\"text-align: left;\"><strong>Code:<\/strong> An automatically generated sequential number identifying the task.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" style=\"text-align: left;\"><strong>Priority:<\/strong> Low \/ Medium \/ High (defaults to Medium).<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" style=\"text-align: left;\"><strong>Type:<\/strong> Select the appropriate task type from the dropdown. If the type you need doesn&#8217;t exist yet, click the &#8220;+&#8221; button next to the field to add a new one on the spot.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" style=\"text-align: left;\"><strong>Assignee:<\/strong> The employee the task will be assigned to.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" style=\"text-align: left;\"><strong>Due Date:<\/strong> The date by which the task must be completed (optional).<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" style=\"text-align: left;\"><strong>Description:<\/strong> Add more context, steps to reproduce, or any other relevant details about the task (optional).<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_single_image image=&#8221;141939&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 3: Linking the Task to a System Record (Optional)<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">If the task relates to an existing record in the system (such as a client, invoice, or supplier), you can link it directly:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From the &#8220;<strong>Link to Module Section<\/strong>&#8221; list, select the required record type.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Select the specific record (e.g., <strong>an invoice number or client name<\/strong>).<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_single_image image=&#8221;141949&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 4: Adding Attachments (Optional)<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">You can attach any supporting files for the task (documents, images, etc.) from the &#8220;<strong>Attachments<\/strong>&#8221; section before saving.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 5: Saving the Task<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">Click &#8220;<strong>Save<\/strong>.&#8221; The task is created immediately and appears in:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">The general Tasks list.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">The &#8220;<strong>My Tasks<\/strong>&#8221; screen for the assigned employee.<\/li>\n<\/ul>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">The assigned employee receives an instant notification about the new task.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;141951&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<p class=\"mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\"><strong>Important Notes<\/strong><\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">You must have the &#8220;<strong>Add Task<\/strong>&#8221; permission to access this screen.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">You won&#8217;t be able to assign a task to an employee whose data you don&#8217;t have access to.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">After saving, the task&#8217;s details can be edited or reassigned to a different employee from the task&#8217;s details screen.<\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[10730,10509],"tags":[10937,10938,10939,10941,10940,10659,10557,10554],"class_list":["post-141921","user_manual","type-user_manual","status-publish","hentry","category-tasks","category-tasks-management","tag-add-task","tag-assign-task-to-employees","tag-how-to-add-a-new-task","tag-how-to-add-a-task-and-assign-it-to-an-employee","tag-how-to-assign-a-task-to-an-employee","tag-new-task","tag-task-management","tag-task-types"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create a New Task and Assign It to an Employee - Daftra Knowledge Base<\/title>\n<meta name=\"description\" content=\"Learn how to create a new task and assign it to an employee, with priority, due date, type, and optional links to other records.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create a New Task and Assign It to an Employee - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Learn how to create a new task and assign it to an employee, with priority, due date, type, and optional links to other records.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-10T14:14:28+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/\",\"name\":\"How to Create a New Task and Assign It to an Employee - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2026-08-09T11:26:02+00:00\",\"dateModified\":\"2026-08-10T14:14:28+00:00\",\"description\":\"Learn how to create a new task and assign it to an employee, with priority, due date, type, and optional links to other records.\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Create a New Task and Assign It to an Employee\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Create a New Task and Assign It to an Employee - Daftra Knowledge Base","description":"Learn how to create a new task and assign it to an employee, with priority, due date, type, and optional links to other records.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/","og_locale":"en_US","og_type":"article","og_title":"How to Create a New Task and Assign It to an Employee - Daftra Knowledge Base","og_description":"Learn how to create a new task and assign it to an employee, with priority, due date, type, and optional links to other records.","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-08-10T14:14:28+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/","name":"How to Create a New Task and Assign It to an Employee - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2026-08-09T11:26:02+00:00","dateModified":"2026-08-10T14:14:28+00:00","description":"Learn how to create a new task and assign it to an employee, with priority, due date, type, and optional links to other records.","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-new-task-and-assign-it-to-an-employee\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"How to Create a New Task and Assign It to an Employee"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/141921","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/17"}],"version-history":[{"count":6,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/141921\/revisions"}],"predecessor-version":[{"id":141953,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/141921\/revisions\/141953"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=141921"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=141921"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=141921"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}