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Create tasks

Learn how to create tasks in TaskFord from various locations and views within your workspace for seamless workflow management.

Who can use this feature?
  • Board Admins / Board Editors can create tasks.
  • App Admins / Editors can create tasks only on Open boards.

In TaskFord, you can create a task from different locations in your workspace, giving you flexibility depending on your workflow.

There are two main ways to create tasks:

Create tasks from anywhere (cross-board)

TaskFord lets you create tasks from anywhere in your workspace, giving you the flexibility to choose which board they belong to. You can do this using two cross-board creation options, such as the top bar or the All tasks page, which are ideal when planning work across multiple boards.

Option 1: From the top bar

You can create a task from anywhere in your workspace using the global top bar.

  1. In the top bar of your workspace, click the + Create button.
  2. Select Task from the dropdown menu. This will open the Task Details as a side panel on the right or as a modal pop-up.

Create task from top bar

  1. Configure your task:
  • Enter the task name
  • Select a Board where you want to add the task
  • You can also add optional task details such as: assignee, start date, due date, priority, or group as needed.
  1. Click + Create to save the task.

task details view

Option 2: From All tasks page

  1. Navigate to the All tasks page.
  2. Click + Task on the top right of the Task List.
  3. In the Task Details Panel, choose the Board where the task should belong.
  4. Enter the task name, description, assignee, due date, and any additional details such as priority or status.
  5. Click + Create to save the task.

Create a task from All tasks page

Note

Tasks created this way are not tied to a specific board, so you will need to select the appropriate board during setup.

Create tasks within a board

Use these options when you’re working inside a board and want to quickly add new tasks without leaving your current view.

The available options include creating a task from the toolbar and from board views:

Option 1: From the toolbar

  1. Click + New Task in the top-left corner of a toolbar view (Table, Kanban, Schedule, or Gantt)
  2. This will open the Task Details as a side panel on the right or as a modal pop-up.
  3. Enter the task name. You can also add optional task details such as: assignee, start date, due date, priority, or group as needed.
  4. Click Create to add the task.

Create task from the toolbar

Note

Tasks created this way are automatically added to the current board.

Option 2: From board views

You can create tasks in multiple views, including:

Table view

You can create a task directly from the Table view in two ways, depending on your workflow.

Option 1: From a task row

To quickly insert a new task above or below an existing task in the Table view, follow these steps:

  • Click the three vertical dots (⋮) on the task row where you want to insert a new task.
  • Select Task above or Task below from the dropdown menu.
  • When the new row appears, enter the task name.
  • Press Enter to add the task.

Option 2: From the bottom of the table

To add a new task, follow these steps:

  1. Click Add task at the bottom of the table.
  2. Type the name of the task directly into the text field.
  3. Press Enter to create the task. A new row will appear in the table for your task.

Once created, you can add additional details in the corresponding columns, such as assignee, start date, due date, and more.

create tasks in table view

Learn more
How to manage tasks in Table view

Kanban view

You can create a task directly from the Kanban view in two different ways, depending on how you prefer to work.

Option 1: Inline task creation

You can quickly add tasks directly within a column, without opening the full Task Details panel:

  1. Scroll to the bottom of the column where you want to add the task.
  2. Click + Add task at the bottom of the column.
  3. Enter the task name in the field provided. Optionally, select an Assignee, Priority, or Group if needed.
  4. Press Enter or click Add to create the task.

Option 2: From the column header

  1. Click the three dots (⋯) in the header of the desired column.
  2. Select + Add task from the dropdown menu.
  3. Enter the task name in the field provided. Optionally, select an Assignee, Priority, or Group if needed.
  4. Press Enter or click Add to create the task.

Create tasks in kanban view

Learn more
How to manage tasks in Kanban view

Gantt view

To add a new task in the Gantt view, follow these steps:

  1. Scroll to the bottom of the task list.
  2. Click + Add task in the bottom-left corner.
  3. Type the name of your new task in the input field.
  4. Press Enter to create the task.

Create tasks in gantt view

Learn more
How to manage tasks in Gantt view

Create tasks continuously

When creating a task, you can use the Create another option to speed up your workflow.

In the task details view, check the Create another box to continue creating tasks without reopening the panel each time. After you click Create, the task details view will remain open so you can immediately create the next task.

If the option is not selected, the task details view will close after creating a task.

Create tasks continuously