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New Task Tool

A list of fields you'll find in the New Task Tool and their definitions.

Task Details

Gif showing the New Task tool in action

Assigned To
The person or group that needs to take action on the task.
Title
Name of the task.
Start Date
Optional. When the task starts.
Due Date
When the task is due.
Note: If a process step created the task and there is no specified deadline, the due date will be calculated five days after the start date.

Task Dialog Tabs

Each tab presents different ways of interacting with the task.

Task Description

Enter information regarding the task with or without formatting.

Task Dialog Buttons

Save
Save this new task.
Cancel
Discard any changes made in the dialog box.
Complete
For existing tasks, complete the task to start the next step in the process or to close out the task.
Note: You can't approve an approval task in the Preview pane. See Get Approval for more information.