How do I create a task?

Create a task from the Tasks screen for standalone work, from a section in the list, or straight out of a message or note when the work grows out of something you already wrote.

From the Tasks screen

1. Open Tasks and click New task (or Add).
2. Give it a clear title — this is what shows up in list, Kanban, and calendar views.
3. Choose a group if your workspace organizes tasks that way, then save.
4. Add an assignee, due date, and any details once it's created — see assigning a task and setting due dates.

From a section in the list

1. Open Tasks in list view.
2. Tap the + on a section header (Add task to that section).
3. The new task is created in that section so you do not have to scroll back to the top.

From a conversation

1. Open the message menu on the message that describes the work (long-press on mobile, hover on web).
2. Choose Task (or Create Task).
3. FabricLoop pre-fills the task from the message.
4. Open Created from on the task to return to the original message. The message shows Created from this message; open that card to return to the task. See How are tasks tied to conversations?.

From a note

Apple apps: On iPhone, iPad, and Mac, highlight text and choose Create task, or open More (⋯) and choose Create Task. FabricLoop pre-fills the title when you highlight text, and writes a From note link in the task description.

On the web, create the task from Tasks instead.

Tips

• A task doesn't need every field filled in right away — title and owner are usually enough to get started.
• Duplicate a similar task instead of building a recurring one from scratch each time.
• On iPhone, iPad, and Mac you can also say “Create a task in FabricLoop” to Siri — see Siri and Shortcuts.

Related

• How do task sections work?
• How are tasks tied to conversations?
• How do I turn a highlight into a task?
• How do parent tasks and subtasks work?
• How do I set a task's priority?
• How do I assign a task?

Still stuck?

Contact us or browse all help topics.