---
title: Creating a Task
description: Learn how to create and manage Tasks in TandemTask—from naming and assigning work to setting due dates, priorities, subtasks, and deal associations—so your projects ship faster with less chaos.
---
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March 17, 2026
# Creating a Task
## Step-by-step guide to create clear, actionable tasks that keep your projects moving and your team aligned
#### Overview
Tasks are the individual work items that make up your Projects in TandemTask. Whether it's "Send proposal," "Review contract," or "Schedule follow-up call," Tasks represent specific actions that need to be completed. Every Task must belong to a Project, and you can assign team members, set due dates, add subtasks for complex work, and track progress toward completion. This article walks you through creating a Task, configuring its details, and understanding how Tasks drive your work forward.
---
#### Before You Begin
Before creating a Task, make sure you have:
- **A Project created** - Tasks must belong to a Project. If you haven't created the Project yet, see [Creating a Project](https://tandemtask.com/knowledge/creating-a-project).
- **Appropriate permissions** - Depending on your role, you may need specific permissions to create Tasks. If you're unsure, contact your account administrator or reach out to [support@tandemtask.com](mailto:support@tandemtask.com).
- **Team member information (optional)** - If you want to assign the Task to someone, make sure they have access to the Project. See [Adding Team Members to Projects and Tasks](https://tandemtask.com/knowledge/adding-team-members) (coming soon).
---
#### Creating a Task
Follow these steps to create a new Task:
### Step 1: Navigate to Tasks or Projects
Log into TandemTask at [app.tandemtask.com](https://app.tandemtask.com/login) and navigate to **Tasks** or the **Project** where you want to add a Task. You can access Tasks and Projects from the navigation menus or your dashboard.
### Step 2: Create a New Task
Click the **+ Add Task** button (typically found at the top of the Tasks list or within the Project view). Depending on your view (Board, List, or Table), the button location may vary slightly.
### Step 3: Name Your Task
Enter a clear, action-oriented **Task Name** that describes what needs to be done. Good Task names start with a verb and are specific enough to understand at a glance.
**Examples of effective Task names:**
- "Send pricing proposal to Sarah"
- "Review Q4 contract terms"
- "Schedule kickoff meeting"
- "Update project timeline"
- "Create demo environment"
**Avoid vague names like:** "Follow up," "Work on thing," or "TBD"
### Step 4: Add a Description (optional but recommended)
In the **Description** field, provide context about what the Task involves, any specific requirements, or links to relevant resources. This is especially helpful when:
- The Task requires specific instructions
- Multiple people might work on the Task
- You need to reference external documents or conversations
**Example description:**
*"Send the updated pricing proposal to Sarah Johnson ([sarah@acmecorp.com](mailto:sarah@acmecorp.com)). Include the Enterprise tier discount we discussed on the call. Use the proposal template in Google Drive and cc Mike Chen for visibility."*
### Step 5: Assign the Task (optional)
Select who should be associated with and responsible for completing this Task in the **Assignee** field. You can assign Tasks to:
- Yourself
- Team members who have access to the Project
- Multiple people if the Task requires collaboration
**Tip:** If you can't find the person you're looking for, they may not have access to the Project yet. See [Adding Team Members to Projects and Tasks](https://tandemtask.com/knowledge/adding-team-members) (coming soon).
### Step 6: Set a Due Date (optional)
Add a **Due Date** if the Task has a specific deadline. This helps with prioritization and allows you to filter and view Tasks by timeline. You can also set a Start Date, for when you start working on a task, and an End Date for when the task is closed (sometimes after the Due Date).
**Note:** Tasks can have due dates that are independent of the parent Project's timeline. A Project might be due next month, but individual Tasks within it could be due this week.
### Step 7: Set Priority or Status (optional)
Depending on your TandemTask configuration, you may be able to set:
- **Priority** - High, Medium, or Low to indicate urgency
- **Status** - To Do, Doing, Reviewing, Done, etc.
These fields help with filtering and organizing your work, especially in the Board View where Tasks can be grouped by status.
### Step 8: Add Subtasks (optional)
For complex Tasks that require multiple steps and dependencies, you can break them down into **Subtasks**. Click **+ Add Subtask** within the Task creation form to create smaller, trackable tasks.
**Example:** The Task "Prepare QBR presentation" might include Subtasks:
- "Export usage analytics"
- "Create slide deck"
- "Review with account team"
- "Send draft to customer"
See [Creating Subtasks](https://tandemtask.com/knowledge/creating-subtasks) (coming soon) for more details.
### Step 9: Associate with a Deal (optional)
If this Task is directly related to a sales opportunity, you can link it to a **Deal** record. This creates visibility between specific work items and revenue opportunities.
**Common scenarios:**
- "Send proposal" Task linked to an active Deal
- "Schedule demo" Task linked to a prospecting Deal
- "Complete onboarding" Task linked to a closed-won Deal
### Step 10: Add Attachments or Links (optional)
Upload relevant files or add links to external resources that support the Task. This keeps all related information in one place.
### Step 11: Save the Task
Click **Create Task** or **Save** to finalize creating the task. Your new Task is now created and appears in the Project's Task list.
---
#### After Creating Your Task
Once your Task is created, you can:
- **Complete the Task** - Mark the task "Done" which moves the task and checks it off
- **Add comments** - Communicate with team members about progress or questions
- **Edit Task details** - Update the name, description, due date, or assignee at any time
- **Create Subtasks** - Break down complex work into smaller steps
- **Move between statuses** - Drag Tasks between columns in Board View, update the Status field, or 1-click to archive, snooze, delete, and complete tasks
- **Track time** - Log time spent on the Task (if time tracking is enabled for your account)
---
#### Task Fields Explained
Here's what each field does and when to use it:
**Project (required)** - The Project this Task belongs to. Tasks cannot exist independently—they must be part of a Project that's associated with a Company.
**Task Name (required)** - The title of your Task. Use action-oriented language (start with a verb) to make it clear what needs to be done.
**Description (optional)** - Context, instructions, or notes about the Task. Particularly useful for Tasks that will be assigned to others or require specific steps.
**Assignee (optional)** - The person (or people) responsible for completing the Task. Unassigned Tasks remain visible to everyone with Project access but don't have a specific owner.
**Due Date (optional)** - When the Task needs to be completed. Tasks with due dates can be filtered and viewed in calendar or timeline views.
**Priority (optional)** - Indicates urgency or importance. Helps with sorting and filtering when managing multiple Tasks.
**Status (optional)** - Where the Task is in its lifecycle (To Do, In Progress, Blocked, Complete). In Board View, Tasks are organized by status in columns.
**Subtasks (optional)** - Smaller steps within the Task. Use these to break down complex work into manageable pieces.
**Deal Association (optional)** - Links the Task to a sales opportunity for visibility and tracking.
**Attachments (optional)** - Files or documents related to the Task. Keeps everything organized in one place.
---
#### Best Practices
**Start Task names with verbs.** "Send," "Review," "Create," "Schedule," "Update" make Tasks action-oriented and clear. Compare "Proposal" vs "Send proposal"—the second one is much clearer.
**Keep Tasks specific and completable.** Each Task should represent something that can be finished and checked off. If a Task feels too broad ("Handle customer success"), break it into smaller, discrete Tasks.
**Use descriptions for context, not instructions.** The description should explain *why* or *what*, not step-by-step *how*. If you need detailed steps, use Subtasks instead.
**Assign Tasks to one primary owner.** While you can assign multiple people, having one clear owner improves accountability. Use comments or Subtasks to involve additional collaborators.
**Set due dates strategically.** Not every Task needs a due date. Use them for work with actual deadlines, not as arbitrary targets that get ignored.
**Use Subtasks for multi-step work.** If a Task has 3+ distinct steps, consider breaking it into Subtasks. This makes progress visible and prevents the Task from feeling overwhelming.
**Update status as you work.** Moving Tasks from "To Do" to "In Progress" to "Complete" keeps everyone informed and makes Board View actually useful for tracking progress.
**Don't create Tasks for conversations.** If something just needs discussion, use comments on an existing Task or Project rather than creating a Task called "Discuss X."
---
#### Need Help?
- **Starter Plan:** Email us at [support@tandemtask.com](mailto:support@tandemtask.com)
- **Pro Plan:** Email, chat, or call us—plus schedule time with our team for setup assistance
- **Enterprise Plan:** Contact your dedicated Project Manager for hands-on help with task management and workflow optimization
---
#### Next Steps
- [Creating Subtasks](https://tandemtask.com/knowledge/creating-subtasks) (coming soon) - Break down complex Tasks into manageable steps
- [Adding Team Members to Projects and Tasks](https://tandemtask.com/knowledge/adding-team-members) (coming soon) - Assign work to collaborators
- [Using Board View](https://tandemtask.com/knowledge/using-board-view) (coming soon) - Organize and track Tasks visually
- [Associating Tasks with Deals](https://tandemtask.com/knowledge/associating-contacts-companies-deals) (coming soon) - Connect work items to sales opportunities
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