> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating tasks

> Create and assign tasks from the tasks page, a record's page, or with a keyboard shortcut.

Tasks can be created manually at any time, or automatically from [meeting](/activity/meetings/overview) transcripts, [email threads](/records/households/email#generate-follow-up-tasks-from-a-thread), [sequences](/platform/sequences/overview), [projects](/activity/projects/overview), and [automations](/platform/automations/overview).

<Note>
  Tasks suggested by AI — for example, from an email thread — are created as suggestions. You must click **Accept** on each one before it joins your task list.
</Note>

## Create a task

<Steps>
  <Step title="Open the task creation form">
    Click **+ New task** on the **Tasks** page, or press `c` then `t` from anywhere in Slant.
  </Step>

  <Step title="Enter a title">
    Type a clear, action-oriented name for the task. The title supports @mentions to reference team members or records.
  </Step>

  <Step title="Add a description (optional)">
    Provide detailed instructions or context. The description supports rich text formatting and @mentions. To insert a table, use the table button in the toolbar or type `/` and select **Table** from the menu. You can paste screenshots and images directly into the description.
  </Step>

  <Step title="Set task properties">
    Use the toolbar buttons to configure:

    * **Priority** — urgent, high, medium, or low
    * **Label** — a color-coded [task label](/account-settings/customization/labels-and-tags)
    * **Assigned** — a team member, team, or user reference field
    * **Relationship** — link to a client, prospect, other contact, or business
    * **Due date** — an all-day or specific-time deadline
  </Step>

  <Step title="Click Create">
    The task is created and assigned. The assignee and collaborators receive a notification.
  </Step>
</Steps>

## Create a task from a record

On any client, prospect, other contact, or business page, click **Add task** in the header. The task is automatically linked to that record.

## Create a task from an email thread

Open any email thread on a client, prospect, or other contact, scroll to the **Tasks** section, and click **Add task** in the section header. The create-task form opens with the email thread already attached, so the task lands in the thread alongside any AI-generated suggestions. See [generate follow-up tasks from a thread](/records/households/email#generate-follow-up-tasks-from-a-thread) for the AI workflow.

## Apply a template

If your team has set up [task templates](/activity/tasks/task-templates), click the <Icon icon="list-checks" /> icon in the footer of the creation form. Select a template to pre-fill the title, description, priority, label, assignee, and deadline.

## Set up recurrence

Click the <Icon icon="calendar-sync" /> icon in the footer to make the task [recurring](/activity/tasks/recurring-tasks). Configure the first due date, repeat interval (1--12), unit (days, weeks, or months), and an optional **Until** end date.

<Note>
  When recurrence is enabled, the due date is set in the recurrence configuration instead of the due date selector.
</Note>

## Make a task private

By default, every task is **Visible to everyone** in the book. To restrict who can see it, click the <Icon icon="lock" /> icon in the footer to mark the task as **Private**.

Private tasks are visible only to:

* The creator
* The assignee — or every member of the assigned team
* Collaborators

Hover the lock icon on a private task to see the exact list of users who can see it. You can flip the setting later from the **Visibility** row in the task side panel.

<Note>
  Admins do not automatically see private tasks. They must be the creator, assignee, or a collaborator.
</Note>

## Collaborators

Add collaborators using the **+** button in the top-right corner of the creation form. Collaborators receive notifications when the task is updated. The assignee is automatically added as a collaborator.

## Attachments

Click the <Icon icon="paperclip" /> icon in the footer to attach files. Tasks support up to 20 attachments, 10 MB each. You can either:

* **Upload file** — pick a file from your computer (PDF, DOCX, TXT, CSV, XLSX, XLS, PNG, JPEG, or GIF).
* **Attach from \[provider]** — open the file picker for your connected [file storage](/setting-up-slant/integrations/file-storage) provider and link a file. Slant stores the link; the file stays in your storage.

## Create more

Toggle **Create more** in the footer to keep the form open after creating a task. The relationship is preserved between tasks so you can quickly create multiple tasks for the same record.

## Pin the form

Click the <Icon icon="pin" /> icon in the top-right corner of the form to keep it open while you navigate. This lets you reference other pages while filling in task details.

## FAQ

<AccordionGroup>
  <Accordion title="Can I create tasks for other books?">
    Yes. If you have access to multiple books, a book selector appears in the creation form. Select the target book before creating the task.
  </Accordion>

  <Accordion title="What happens when I assign a task to a team?">
    All members of the team receive a notification. The task appears in each team member's task list when filtered by assignee.
  </Accordion>

  <Accordion title="Is there a keyboard shortcut to submit the form?">
    Press `Cmd + Enter` (Mac) or `Ctrl + Enter` (Windows) to create the task without clicking the button.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Managing tasks" icon="pencil" href="/activity/tasks/managing-tasks">
    Edit, complete, and organize tasks
  </Card>

  <Card title="Recurring tasks" icon="repeat" href="/activity/tasks/recurring-tasks">
    Set up tasks that repeat on a schedule
  </Card>

  <Card title="Task templates" icon="copy" href="/activity/tasks/task-templates">
    Create reusable task templates
  </Card>
</CardGroup>