Create a task

A task captures a follow-up, a note or a handover and tracks it through to done. The task type you pick decides which fields the form shows, so choose it first.

Open the create form

Go to Schedule ›Tasks and select Create task at the top right. The form opens in a side drawer titled Create task, with the subtitle “Create an operational task.”

Choose the task type

The task type is the first field, and it controls the rest of the form. Switching type clears any claim fields you had filled in.

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There are five types. The first two are internal; the last three are claimable (see Claimable tasks and claims).

Type	What it is	Adds fields
Internal admin	Operational follow-up that is not claimable against a plan, such as orders, internal meetings or vendor follow-up.	None
Compliance	A compliance follow-up.	None
NF2F (non-face-to-face)	Claimable non-face-to-face work for a participant.	Participant, Support code, Time spent, Reason, Admin related (no charge)
NDIA-requested report	A claimable report the NDIA has asked for.	Participant, NDIA request type, Support code, Time spent, Reason
Establishment fee	A claimable establishment fee for a participant, created automatically from an eligible service agreement or by hand here.	Participant

Tip

Establishment fee is usually added for you: see Establishment fee tasks for how the eligible-agreement banner creates it, and when you would still add one by hand.

The default type is Internal admin.

Fill in the details

Complete the core fields. Fields marked with a red asterisk are required.

Field	Required	Notes
Task type	Yes	The five types above. Defaults to Internal admin.
Task title	Yes	A short name for the task.
Description	No	Free text.
Priority	Yes	Low, Normal, High or Urgent. Starts on “Select option”.
Due date	No	Date and time picker, in 15-minute steps. Clearable.

The claimable types add more fields below Due date. Those are covered in Claimable tasks and claims.

Note

There is no Status field on the create form. Every new task starts in the To do lane.

Save the task

Select Create task at the bottom of the drawer. The task is added to the To do lane and appears on the board and in the table.

Edit a task or mark it done

To change a task, select its row in the table or its card on the board. The Edit task drawer opens, titled Edit task with a subtitle showing the task name. It is the same form, plus a Status field (To do, In progress, Blocked or Done). Make your changes and select Save changes.

The edit drawer also has shortcuts:

• Mark done sets the status straight to Done. It is greyed out once the task is already done.
• Archive removes the task from active lists. You are asked to confirm with an Archive button. Archived tasks stay on file but are hidden from the board, the table and the filters.

Permissions

What you can do on Tasks depends on your role’s Tasks permissions:

• No create permission: Create task does not appear at the top of the page.
• No edit permission: Save changes is disabled and there is no Mark done shortcut in the Edit task drawer, so you can open a task to view it but not change it.
• No delete permission: there is no Archive button in the Edit task drawer.