How to create a task?

To create a task on WebWork, you first need to create a project.

When you have already created a project, follow these steps to create a task:

1. Click Tasks on the left sidebar. 
2. Select the project you want to add a task to and click Add a new task in the top-right corner. 

New tasks created this way will be assigned the default Open status. If you have existing tasks with other statuses, you can create new tasks by clicking Add Task in each status category. You can find these buttons under each status group. 

Convert a chat message to a task

You can also convert chat messages to tasks in WebWork.

To convert a chat message to a task:

1. Open the WebWork Chat by clicking the Chat icon in the top-right, or Communications > Chat on the left. 
2. Find the message you want to turn into a task. Hover over it on its right side and click the Convert to task icon. 

1. Select which project to save the new task to from the popup window. Here, you can also modify the new task’s title. Click Save to create a task from the message.

Add task details

After creating a task, there are a couple of ways to edit its details:

1. You can edit the title, due date, priority, comments, status, and assignees from the Tasks page. 
2. Click on a task to edit these details.
3. You can also click the three-dot icon under Actions on the right and select Edit task.
   Besides the above-mentioned, here you can edit the task’s description, start date, time estimate, and subtask details. You can also attach any relevant documents by clicking attach a file.
   
   

You can also add comments and reply to them under each task.

Adding the same task for all the projects

If you want to add the same tasks for many or all the projects you can do that by going to All Tasks, and then Add new task.

From here you can select the projects you want to create tasks for (or select all the projects) and the same task will appear in multiple projects simultaneously. Fill in the rest of the information and save it. You can also assign them to all members of the project. 

You have different filters to view you tasks:

• My Tasks – You will see all the tasks assigned to you
• Active Statuses – You will see all the tasks with the active statuses only
• Show – You can select which specific task statuses to show
• Assignees – You will see the tasks assigned only to the selected members

Add custom fields

You can also add custom fields to your tasks, if you feel like it will be necessary to include all the information about the task description in that way. To do that click on the Create a new field button while creating the task. To do that click on the Create a new field button while creating the task.

After clicking on it you can decide whether you want the field to be a text field, number, dropdown, or a checkbox. By creating the field it will appear in all the tasks that exist in your workspace, not just this one specific task. 

To know more about Custom Fields go to the following article: Custom Fields Article.

Attach and Record Voice Notes

You can attach pre-recorded voice files or record voice notes directly within the task detail page. Voice notes can be added to the task itself or to individual task comments. This provides a faster, more natural way to communicate context, instructions, and feedback without leaving the task view:

Set a task to recur

Any task can be set to repeat on a schedule instead of only running once. To set up recurrence, open the due date picker for a task. This works from list view, kanban view, or from the task detail page. Click Set recurring at the bottom of the calendar.

This opens the Recurrence panel, where you can configure:

• Frequency — how often the task repeats: Daily, Weekly, Monthly, Yearly, or a custom interval. For daily recurrence, you can also check Skip weekends to avoid creating tasks on Saturdays and Sundays.
• Trigger — whether the next occurrence is created On Schedule (the next task appears on its due date regardless of whether the current one is finished, and completing the current one early creates the next one right away) or only on completion of the current task.
• Create new task — whether each recurrence generates a brand-new task, or instead updates the existing task in place.
• Recur forever, or set a specific repeat count / end date if you’d rather have the recurrence stop after a certain point.
• Update status to — automatically set the task to a chosen status each time it recurs.
• Sync recurrence to due date — keep the recurrence schedule aligned with the task’s due date if it changes.

When a new occurrence is created, its start and due dates carry forward automatically, preserving the same gap between them as the original task.

Click Save to apply the recurrence settings.