Create and assign a task

Add a task to a board, assign an owner, and set a due date.

You'll create a new task on your board and assign it to a team member so work gets done with clear ownership. A well-written task title and a single accountable owner keep your board organized and your team aligned.

1

Open the project board where the work belongs.

Open the project board where the work belongs.

 

2

Click New task at the top of the board.

Click New task at the top of the board.

 

3

Enter a task title that describes the outcome, not the activity. Clear titles keep boards scannable.

Write a task title that describes the outcome, not the activity — it makes boards scannable.

Outcome-focused titles make it easy to scan your board and understand what success looks like at a glance.

4

Assign an owner. Every task in TaskRail has exactly one accountable person.

Assign an owner. Every task in TaskRail has exactly one accountable person.

 

TaskRail enforces one owner per task so there's never confusion about who's responsible.

 

5

Click Create task. It lands in the first column of the board and the assignee is notified.

Click Create task. It lands in the first column of the board and the assignee is notified.

The task appears in the first column of your board, and the assignee receives a notification right away.

What's next

Now that your task is created and assigned, set a due date to keep your team on track and make deadlines visible across the board.