How to Create a Task

Step 1: Go to Work Packages

1. From your project workspace (e.g., “Test Circle”), click on Work packages in the left sidebar.

2. Select All open under the “DEFAULT” section to view current tasks.

3. You’ll see a message like “No work packages to display” if no tasks are created yet.

Step 2: Create a New Work Package

1. Click the green Create + button at the top right.

2. Select Task from the dropdown.

3. You’ll be directed to the “Pending TASK” creation form.

Step 3: Fill in the Task Details

1. Subject – Enter the task name (e.g., “Prepare Onboarding Guide”).

2. Description – Use the rich-text editor to give detailed instructions or context.

PEOPLE Section

• Assignee – Select the user who will carry out the task.

• Accountable – Select the person accountable for its completion.

TASK DETAILS Section

• Priority – Choose between Normal, High, or Low.

• Circle – Assign the task to a relevant Circle.

• Date – Set the task's start date.

• Task Category – Tag the task into a category.

TIME TO EXECUTE TASK

• Estimated Time – Input the expected time to complete the task (e.g., 3, 1).

NAME OF TASK CREATOR IN MATTERMOST

• Name – Enter your name (NB: Only if you’re logging the task from Mattermost integration). Ignore if logging task directly on openproject

Step 4: Attach Files (Optional)

• Drag and drop files in the Attachments area or click “Attach files” to upload supporting documents (e.g., specs, images, PDFs).

Step 5: Save the Task

Once you’ve completed the form, click the green Save button at the bottom.

That’s it! The task will now appear in your task board under “All open” or any relevant view like “Assigned to me” or “Recently created.”