# Create a task

> Create a task from the Tasks view by choosing a process type, completing required fields, and assigning its current stage.

URL: https://www.agencytitan.com/help/tasks/create-a-task/

Create a task when you need a new item of work based on one of your agency's process definitions. The selected **Process Type** determines which fields are required.

## Who this is for

Agency team members who create task work. Requires **Create Processes**. Without it, **New Task** does not appear.

## Before you begin

- Open **Tasks** ([/tasks/active](https://app.agencytitan.com/tasks/active)).
- Confirm the process type you need is active and available to you.
- If that process requires a client, identify the client before you start.

## Create the task

1. Select **New Task**.
2. Select the required **Process Type**.
3. Complete **Client**:
   - A red asterisk means the selected process requires a client.
   - **Client (Optional)** can be left empty.
4. Set **Due Date** when needed. The form marks it optional unless the selected process requires it.
5. Complete every process field marked with a red asterisk.
6. Leave **Redirect to edit upon save** on when you want to open the new task immediately.
7. Select **Create Task**.

   ![Create New Task form for Monthly Retainer with required client, period, and work requested fields](/docs/screenshots/tasks-processes-v2/task-new-client-request.png)

The process type can add different fields to this form. Required fields such as a title come from the process definition you choose.

## Assign the current stage

Task creation and assignment are separate steps in this view.

1. Open the new task. If **Redirect to edit upon save** was on, it opens automatically.
2. In the right panel, find **Assigned** under **Stage**.
3. Select **Assigned** and choose the team member or members responsible for the current stage.
4. Close the picker to return to the task.

The users available for assignment can depend on the process, stage, department, and your access.

## Expected result

- The task appears under the selected process type and in every Tasks queue it matches.
- The task contains the client, due date, and required field values entered during creation.
- The current stage shows the selected assignee or assignees.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **New Task** is missing | You lack **Create Processes** | Ask a workspace owner to grant **Create Processes** |
| Process type is missing | The definition is inactive or unavailable to you | Confirm the process is active and you have access |
| **Create Task** stays disabled | A required field is empty or invalid | Complete each field marked with a red asterisk |
| Client cannot be left empty | The process requires a client link | Select a client before creating the task |
| Assignee is missing from the picker | Stage or department rules exclude that user | Review the stage's assignment requirements with the process owner |

## Related articles

- [Tasks & processes overview](https://www.agencytitan.com/help/tasks/overview/): Understand how task types, process definitions, stages, fields, layouts, assignments, and tasks fit together.
- [Work a task](https://www.agencytitan.com/help/tasks/work-a-task/): Work the current stage, update task details, complete required fields, and move a task through its configured stages.
- [Task fields and layouts](https://www.agencytitan.com/help/tasks/task-fields-and-layouts/): Understand where task field values are stored, where fields appear, and how to edit task and stage information.
- [Find tasks](https://www.agencytitan.com/help/tasks/find-tasks/): Use Tasks queues, process views, search, stage and assignee filters, tables, and boards to find work.