How to Add Tasks in Project?

Tasks in Workstatus help organizations plan, track, and manage work efficiently. They break down projects into actionable units, making it easier to assign responsibilities, set priorities, and monitor progress. By organizing work into tasks, teams gain better visibility into ongoing and completed activities, ensuring accountability and timely delivery.

Tasks also enable accurate time tracking, allowing users to record effort against specific work items. This supports productivity analysis, workload management, and precise reporting. Overall, tasks serve as the foundation for structured work management, improved collaboration, and informed decision-making in Workstatus.

Roles and Permissions:

• Owner/Manager: They can create tasks in any project.
• Delivery Head: They can create tasks in any project.
• User as PM: They can create tasks in assigned projects.
• User: They can create tasks in assigned projects.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Steps to Add Task:

Steps to Create a Task in Workstatus

1. Navigate to any project from the Project Listing page.

2. Click on the List tab.

3. Click the Add Task button.

4. A pop-up window will appear with the following fields:

Basic Task Details

• What needs to be done? – Enter the task title or a brief description of the work to be completed.
• Add Details – Provide additional information about the task, including its requirements or instructions.
• Task List – Select the task list or category where the task should be organized.
• Status – Set the current status of the task, such as To Do, In Progress, or Completed.
• Due Date – Specify the date by which the task should be completed.
• Assignee – Assign the task to the responsible team member.

5. Click on More Options to expand the additional fields:

More Options

• Parent Task – Link the task to an existing parent task to establish a hierarchy.
• Task Type – Specify the category or type of work associated with the task.
• Estimated Time – Enter the estimated time required to complete the task.
• Priority – Set the task's priority level to indicate its urgency or importance.
• Tags – Add relevant tags to help categorize and identify the task.
• Billable – Specify whether the time spent on the task is billable to the client.

6. Click on Custom Fields to expand the additional custom fields:

Custom Fields

• Type – Select the appropriate type or classification for the task.
• AI Adoption Asset – Specify the AI-related asset associated with the task.
• A Tool Used – Select or enter the tool used to perform the task.

7. Enter the required details in the relevant fields.

8. Click the Create Task button to create the task.

9. A success message, “Task created successfully,” will appear in the bottom-right corner of the screen.

Note:

• To create recurring task, please follow: https://support.workstatus.io/en/article/how-to-create-recurring-tasks-in-project-d265p/
• To create custom task types, please follow: https://support.workstatus.io/en/article/custom-task-types-1a7n4ze/
• To add, edit or remove tags, please follow: https://support.workstatus.io/en/article/project-setting-status-and-tags-s7d7h0/

We can also Quick Add a Task or a Sub-Task directly from List menu. Follow the process shared below to quick add task:

To Add Sub-Task

1. Click on any task displayed in the listing.

2. The task details window will open.

3. Navigate to the Subtasks tab.

4. Click the Add Subtask link displayed below.

5. The form will expand, allowing you to enter the required subtask details.

6. Follow the same process used to add a task to a project to complete the subtask creation and than click on create subtask button .

Updated on: 16/10/2026