Creating and Assigning Tasks

Creating tasks in Projek allows teams to break down project objectives into clear, actionable work items. Proper task setup ensures that responsibilities, deadlines, and priorities are defined before execution begins.

Assigning tasks to the appropriate team members improves accountability and workload distribution. By clearly specifying task details, teams reduce confusion and maintain structured progress across projects.

Once created, tasks integrate automatically with workflow stages, progress tracking, and related modules such as milestones and time tracking.

How to Create a Task

Step 1: Access the Tasks Section

1. Navigate to Tasks from the main sidebar
   or

2. Open a specific project and click “Create Task.”

   

Step 2: Enter Task Details

Provide the following information:

• Task Title: A clear and descriptive name.

• Task Description: Detailed instructions, requirements, or context.

• Project Association: Select the project the task belongs to.

• Milestone (Optional): Link the task to a milestone if applicable.

• Priority Level: Choose Low, Medium, High, or Critical.

Clear and detailed task information helps avoid misunderstandings during execution.

Step 3: Set Schedule and Assignment

Configure:

• Start Date: When the task begins.

• Due Date: Target completion date.

• Assigned Member(s): Select the responsible team member(s).

Assigning members ensures clear ownership and accountability.

Step 4: Complete Task Creation

1. Review all entered details.

2. Click “Create Task.”

The task will:

• Appear in the first workflow stage (e.g., To Do).

• Be visible in Kanban, Grid, or List views.

• Be accessible to assigned members based on their permissions.

Editing Task Assignments

After creation, you can:

• Add or change assigned members.

• Adjust deadlines.

• Update priority levels.

• Modify descriptions as requirements evolve.

All changes are recorded in the task’s activity log for transparency.

Best Practices for Task Creation

• Use clear and specific titles.

• Set realistic deadlines.

• Assign tasks to responsible individuals immediately.

• Avoid overloading a single member with excessive tasks.

Creating and assigning tasks properly ensures structured execution and clear accountability within every project.