Create a task

Add a task, pick its type, and mark it done.

Last updated · 2 August 2026

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.

The Create task drawer: Task type radio pills (Internal admin, Compliance, NF2F, NDIA-requested report, Establishment fee), a Task title field, a Description box, Priority and Due date, and Cancel and Create task buttons at the bottom. — 1Choose the task type first. It decides which extra fields appear below, and the chosen type explains itself underneath the pills.
2A red asterisk marks a required field.
3Create task saves the task into the To do lane.

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. Usually prompted by a bar at the top of an eligible participant’s Service Agreements tab (you still select Add establishment-fee task to create it), or add one by hand here.	Participant

Tip

Establishment fee is usually added from the participant, not from here: see Establishment fee tasks for the eligibility bar that offers 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, to the minute (unlike the shift form, it is not on a 15-minute grid). 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.

Note

Task title and Priority are the only fields that actually block saving on every task type. For a claimable type, Participant blocks saving too. The claim-specific fields (support code, time spent, reason, NDIA request type) carry a red asterisk in the form, but leaving them empty does not stop the task from saving, they are only enforced later, when you generate the claim. See Claimable tasks and claims.

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.

Tip

You can also move a task between lanes by dragging its card on the board, no need to open it.

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.