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

# Task Creation

> Create a task from the task sidebar or ask the agent to create one, then review its details and assignment.

[Resources](/resources/index) / Tasks & Workforce · 5:40 · English

<div data-trellis-resource-video="task-creation">
  <video controls playsInline preload="none" poster="/images/support-resources/task-creation.webp" aria-label="Task Creation" style={{ width: '100%', borderRadius: '12px' }}>
    <source src="https://app.trellistech.com/v/task-creation" type="video/mp4" />
  </video>
</div>

## Written guide

Create a task from the task sidebar or ask the agent to create one, then review its details and assignment.

**In this guide**

* [Define the task](#task-creation-define-the-task)
* [Add the working instructions](#task-creation-add-the-working-instructions)
* [Assign and schedule](#task-creation-assign-and-schedule)
* [Create with the agent](#task-creation-create-with-the-agent)

<a id="task-creation-define-the-task" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Define the task

Video · 0:29

<a href="/images/support-resources/guides/task-creation/define-the-task.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Define the task (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/6LIaIcsiNMLhUhlf/images/support-resources/guides/task-creation/define-the-task.webp?fit=max&auto=format&n=6LIaIcsiNMLhUhlf&q=85&s=d638827dd03039125291f9c064999941" alt="Define the task — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/task-creation/define-the-task.webp" />
</a>

Open Create Task, enter a title and urgency, and distinguish an issue from a planned activity. Select the property, origin, department, required skills and relevant property element.

<a id="task-creation-add-the-working-instructions" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Add the working instructions

Video · 1:20

<a href="/images/support-resources/guides/task-creation/add-the-working-instructions.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Add the working instructions (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/6LIaIcsiNMLhUhlf/images/support-resources/guides/task-creation/add-the-working-instructions.webp?fit=max&auto=format&n=6LIaIcsiNMLhUhlf&q=85&s=d809c33fe7029106a655998e83daa65d" alt="Add the working instructions — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/task-creation/add-the-working-instructions.webp" />
</a>

Choose a template for the checklist and add a description. Include approvals or blockers when needed, then link storage, supplies, a reservation and supporting attachments.

<a id="task-creation-assign-and-schedule" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Assign and schedule

Video · 2:20

<a href="/images/support-resources/guides/task-creation/assign-and-schedule.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Assign and schedule (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/6LIaIcsiNMLhUhlf/images/support-resources/guides/task-creation/assign-and-schedule.webp?fit=max&auto=format&n=6LIaIcsiNMLhUhlf&q=85&s=cb64fa5d680740ca0f14c71371f98a77" alt="Assign and schedule — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/task-creation/assign-and-schedule.webp" />
</a>

Choose an assignee, scheduled date, time and estimated duration before creating the task. Open the saved task to review the information.

<a id="task-creation-create-with-the-agent" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Create with the agent

Video · 4:36

<a href="/images/support-resources/guides/task-creation/create-with-the-agent.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Create with the agent (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/6LIaIcsiNMLhUhlf/images/support-resources/guides/task-creation/create-with-the-agent.webp?fit=max&auto=format&n=6LIaIcsiNMLhUhlf&q=85&s=5d7e3bc425144b3955fd55b9b3c81051" alt="Create with the agent — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/task-creation/create-with-the-agent.webp" />
</a>

Describe the task and provide the property, department, urgency, schedule and intended assignee. Answer any clarification requests, then open the created task to check its property, details and assignment. The recording also demonstrates a request to consider maintenance-team availability.


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