Create Task¶

Use this page to create a new task in CTB Admin. A task records a work item that needs to be completed, assigns it to a user, sets its priority, and tracks its progress through status updates. Tasks help teams manage workloads, monitor progress, and maintain accountability across the organization.

Summary¶

Use this page to create a task, assign it to the right person, and set its priority and status before work begins. Accurate task setup ensures nothing is missed and progress can be tracked effectively.

When to use this page¶

Creating a new work item or action that needs to be tracked
Assigning a task to a specific user before work begins
Setting priority levels to manage workload and urgency
Attaching a photo or file relevant to the task
Adding descriptions or instructions for the assigned user

How to access this page¶

From the sidebar, click Tasks. On the Tasks List page, click the purple (+) icon in the top-right corner.

The system opens the Create Task page.

Task Information¶

Fill in the following fields:

Step	Field	What to Do	Description
1	Task Name	Enter task name	The title or name of the task (required)
2	Description	Enter text	Detailed description or instructions for completing the task
3	Photo	Upload file	Optional photo or file attachment relevant to the task
4	Assigned To	Select from dropdown	The user responsible for completing the task
5	Status	Select status	The current state of the task
6	Priority	Select priority	The urgency level of the task

Required Fields

Fields marked with a red star (*) are mandatory. Task Name, Status, and Priority must be filled before saving.

Status Options¶

The Status field tracks where the task is in its workflow:

Status	Description
To Do	Task has been created but work has not started yet
In Progress	Task is currently being worked on
Completed	Task has been finished successfully
Cancelled	Task has been called off and will not be completed

Priority Options¶

The Priority field indicates the urgency level of the task:

Priority	Description
Low	Task can be completed when time allows; not time-sensitive
Medium	Task should be completed in a reasonable timeframe (default)
High	Task needs to be addressed soon; important to operations
Urgent	Task requires immediate attention; must be resolved right away

Notes Tab¶

The Notes tab allows you to add internal comments or additional context about the task:

Field	What to Do	Description
Note	Enter text	Internal notes or additional task instructions

Audit Information¶

The Audit Information section is a collapsible section that displays system-generated details about who created or last modified the task record. This section is read-only and supports compliance and change tracking.

Info

Click the Audit Information header to expand and review the creation and modification history for this task.

Saving the Task¶

After completing all sections:

Click Save to create the task
Click Save and continue editing to save and stay on the page
Click Save and add another to save and immediately create another task

Tips

Task Name is required — You must enter a task name before saving
Assign tasks before saving — Selecting a user in Assigned To ensures the right person is notified and accountable
Default status is To Do — New tasks start as To Do; update the status as work progresses
Default priority is Medium — Adjust the priority to reflect the actual urgency of the task
Photo is optional — Attach a photo only when a visual reference is needed to complete the task
Use Description for clarity — Provide enough detail in the description so the assigned user understands exactly what is required
Cancelled tasks remain in the system — Cancelled tasks are not deleted; they remain visible for record-keeping and reporting

Tasks Overview — View and manage all tasks in the system
Task Detail — View or edit a task after creation
Employees — Manage the users who can be assigned tasks
Audit Log — Review all changes made to task records