---
title: How Do I Create a Task?
description: Tasks can help you organize your schedule and increase productivity.
---

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2. [Calendar and Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en)
3. [Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#tasks)

# How Do I Create a Task?

## Tasks can help you organize your schedule and increase productivity.

#### On This Page

- [Creating Tasks From the Navigation Bar](https://support.jobnimbus.com/how-do-i-create-a-task#nav)
- [Creating Tasks From the Calendar](https://support.jobnimbus.com/how-do-i-create-a-task#Cal)
- [Creating Tasks from a Contact or Job](https://support.jobnimbus.com/how-do-i-create-a-task#Contact-Job)

---

### Creating a Task

#### From the Navigation Bar

- To add a new Task, click on the **blue** **+ **sign located at the top right of your account and select **Add Task** from the dropdown menu to pull up the **Create Task **window.

![Calendar - Task Create](https://support.jobnimbus.com/hs-fs/hubfs/Support%20-%20Knowledge%20Base/Knowledge%20Base%20Import/Calendar/UI%20Lipstick%20Update/Calendar%20-%20Task%20Create.png?width=594&name=Calendar%20-%20Task%20Create.png)

Here, you can:

1. Choose a **[Task Type.](https://support.jobnimbus.com/can-i-customize-task-types?hsLang=en)**
2. **Name **your Task.
3. Give your Task a **description.**
4. Determine the Task's **Start/Due Date.**
5. Add an **End Date.**
6. **Assign a Priority** to your Task.
7. **Assign** the Task to a team member.
8. **Associate** a Contact(s) to the Task in the "Related" field. 
     1. If you have [Jobs](https://support.jobnimbus.com/should-i-use-jobs?hsLang=en) enabled, there will be a spot for you to relate the Task to a Job(s).
     2. If you [create a task](https://support.jobnimbus.com/can-i-create-tasks-specific-to-a-job/contact?hsLang=en) in a Contact or Job's file, the Task will automatically be related to that record.
9. Add **[Tags](https://support.jobnimbus.com/how-do-i-add-a-new-contact?hsLang=en)** to your Task. 
     1. If the Tag does not currently exist, type it into the text field and click "Enter/Return" on your keyboard.

Once you've **saved** the Task, it will appear on your Calendar. If you've related the Task to a Contact and/or Job, you will also find it under the **Tasks tab **on that record's page.

#### From the Calendar

- To add a new Task from the **Calendar** view, simply **click** on the Calendar icon located in the **navigation bar**.
- From there, select the option to **Add Task** or double clicking on a time slot to add a task.
  
   ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-04-29%20at%2010-14-11%E2%80%AFAM-png-1.png?width=541&height=340&name=Screenshot%202025-04-29%20at%2010-14-11%E2%80%AFAM-png-1.png)
- Follow the [step-by-step instructions](https://support.jobnimbus.com/how-do-i-create-a-task#task-details) provided here to easily fill in all the necessary **details** for your new Task.

#### From Contact or Job

- When you are **viewing** a Contact or Job record in JobNimbus, you can easily add a Task by **clicking** on the **three dot menu** located in the upper right-hand corner of the Contact or Job Details view.
- From there, select "**Add Task**" from the drop-down menu.
  
  ![Screenshot 2023-11-08 at 7.42.46 AM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202023-11-08%20at%207.42.46%20AM.png?width=500&height=175&name=Screenshot%202023-11-08%20at%207.42.46%20AM.png) 
- Follow the[step-by-step instructions](https://support.jobnimbus.com/how-do-i-create-a-task#task-details) provided here to fill in all the necessary **details** for your new Task.
- Alternatively, you can also go directly to the **Tasks tab** for your Contact or Job and add a Task from the Tasks page.
  
  ![Job #1051 Christopher Johnson - Roof Repair JobNimbus 2023-11-08 at 7.43.42 AM](https://support.jobnimbus.com/hs-fs/hubfs/Job%20%231051%20Christopher%20Johnson%20-%20Roof%20Repair%20JobNimbus%202023-11-08%20at%207.43.42%20AM.jpg?width=500&height=177&name=Job%20%231051%20Christopher%20Johnson%20-%20Roof%20Repair%20JobNimbus%202023-11-08%20at%207.43.42%20AM.jpg)

 

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