Adding a Task

Create tasks in Officaid to capture work and assign it to team members.

Capture Work Before It Slips Away

The moment you identify something that needs to be done, create a task. Whether it's an action item from a meeting, a reminder for yourself, or work you're delegating to a team member, capturing it in Officaid ensures it won't be forgotten.

Creating a Task from the Tasks Module

1 Navigate to Workspace → Tasks
2 Click the + Add New Task button in the top right corner
3 Enter the Task Title describing what needs to be done
4 Add a Description with any additional context (optional)
5 Set the Due Date for when the task should be completed
6 Select a Priority level: Not Set, Low, Medium, High, or Urgent
7 Choose who to Assign To from the dropdown, or leave unassigned
8 Set the initial Status: Not Started, In Progress, On Hold, or Completed
9 Click Add Task to save

The task appears in the On Going tab immediately after creation.

Creating a Task from Quick Actions

You can also create tasks without leaving the Insights dashboard:

1 Go to Workspace (the Insights dashboard)
2 Find the Quick Actions panel on the right side
3 Click Add New Task
4 Fill in the task details in the slide-out panel
5 Click Add Task to save

This method is convenient when you're reviewing your dashboard and think of something that needs to be done.

Understanding Task Fields

Here's what each field means:

Task Title the main description of the work. Keep it clear and actionable
Description optional space for context, instructions, links, or background information
Due Date defaults to today but can be set to any future date
Priority helps you and your team understand relative importance
Assigned To the team member responsible. Shows all active employees
Status typically starts as Not Started but can be set to any status at creation

Writing Good Task Titles

A good task title makes it clear what needs to happen without opening the full details. Use action verbs and be specific:

Good: "Submit the proposal document by Friday"
Needs improvement: "Proposal"
Good: "Call Maya to confirm meeting time"
Needs improvement: "Maya"

Write task titles as if you won't remember the context in a week. Future you will appreciate the clarity.

When to Leave Tasks Unassigned

Not every task needs an immediate owner. Leave tasks unassigned when:

You're capturing ideas for later delegation
The responsible person hasn't been determined yet
It's a personal reminder you'll handle yourself

Unassigned tasks remain visible in the task list and can be assigned later.

Frequently Asked Questions

What happens if I don't set a due date?

Due dates are optional. Tasks without due dates won't trigger overdue alerts but may be harder to prioritize among other work.

Can I create tasks for people outside my organization?

Tasks can only be assigned to active employees in your Officaid account. External collaborators cannot be assigned tasks directly.

Where do new tasks appear?

New tasks appear in the On Going tab of the Tasks module. If you set the status to Completed during creation, the task will appear in the Completed tab instead.

What's Next?

After creating tasks, learn how to manage them:

Viewing Task Details - See the full task information
Task Priorities Explained - Choose the right priority level
Assigning Tasks to Team Members - Delegate effectively

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