> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/quality-managers/task-management-application/creating-and-managing-tasks/create-new-task.md).
# Create New Task
Create and submit a new task to initiate the Task Management workflow.
## Workflow Overview
:location-dot: **Current Task:** Create New Task
:user: **Performed By:** Task Creator (e.g., Department Manager, Project Manager, Product Owner)
IMAGE
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## Completing the Form
Use the **New Task** form to define and document a task to be performed.
IMAGE
{% hint style="success" %}
For guidance on common form features and functions, see [**Working with Forms**](/interfacing-help-files/end-users/exploring-apps/working-with-forms.md).
{% endhint %}
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{% stepper %}
{% step %}
### Identify, Prioritize, & Assign Ownership
Complete the required fields to define the task and establish accountability for review and escalation.
* **Task Name:\*** Enter a brief, descriptive title for the task.
* **Priority:\*** Select the level of importance or urgency (e.g., Low, Medium, High).
* **Due Date:\*** Select the date by which the task must be completed.
* [**Task Owner:**](#user-content-fn-1)[^1]**\*** Select the user responsible for executing the task.
* [**Task Reviewer:**](#user-content-fn-2)[^2]**\*** Select the user, role, or group responsible for reviewing and approving the completed task.
* [**Frequency:**](#user-content-fn-3)[^3] Select how often the task should recur.
* Leave blank or select **One Time Only** if the task should not repeat.
{% hint style="warning" %}
When a recurring frequency is selected, the system automatically creates the next task instance when the current task reaches its due date.
* Changes to frequency only apply to future task instances.
{% endhint %}
* [**Manager:**](#user-content-fn-4)[^4] Select the user responsible for escalation oversight and managerial intervention if the task becomes overdue or is reassigned.
━━━━━━━━━━━━━━━━━━━━━━━━━━━
**Read-Only Fields** (🔒)
* **Task ID:** A system-generated, unique identifier used for tracking and reference.
{% hint style="warning" %}
This ID is assigned upon submission.
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{% endhint %}
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{% endstep %}
{% step %}
### Add Supporting Information (Optional)
To provide additional context and supporting details, you may include:
* **Associated Documents:** Upload relevant files, reference materials, or supporting documentation related to the task.
* **Comments:** Enter notes, instructions, or additional information to assist task owners and reviewers.
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{% endstep %}
{% step %}
### Submit Task
Click **Submit** to enter the task into the **Task Management** workflow, routing it to the designated owner for [execution](/interfacing-help-files/quality-managers/task-management-application/creating-and-managing-tasks/execute-task.md).
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{% endstep %}
{% endstepper %}
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## See Also
[^1]: 💡 **For Administrators:**
* Manage the options that populate the **Owner** dropdown in:
* **Library** > [**Organization**](/interfacing-help-files/process-analysts/organization-management.md).
* Only **active** users will appear in the dropdown.
[^2]: 💡 **For Administrators:**
* Manage the options that populate the **Reviewer** dropdown in:
* **Library** > [**Organization**](/interfacing-help-files/process-analysts/organization-management.md).
* Only **active** users, roles, and groups will appear in the dropdown.
[^3]: 💡 **For Administrators:**
* Manage the options that populate the **Frequency** dropdown in:
* **QMS Admin Settings** > **General Settings** > [**Frequency**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/general-application-settings/frequency.md).
* Only **active** options will appear in the dropdown.
[^4]: 💡 **For Administrators:**
* Manage the options that populate the **Manager** dropdown in:
* **Library** > [**Organization**](/interfacing-help-files/process-analysts/organization-management.md).
* Only **active** users will appear in the dropdown.
---
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