> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/transformations/create-and-assign-tasks.md).

# Create and Assign Tasks

### Overview

Tasks turn approved scope into owned execution work.

They create accountability and progress tracking at the work-item level.

### Key Concepts

* **Task**: unit of delivery work with an owner and status
* **Assignee**: single Teammate accountable for completion
* **Linked requirement**: scope traceability from task to requirement
* **Due date**: scheduling signal for planning and escalation
* **Dependency**: sequencing constraint across tasks

### How It’s Used

Create tasks during planning.

Update tasks during daily execution and weekly reviews.

### Benefits

* Clear ownership for execution work
* Cleaner progress reporting
* Better traceability from requirements to delivery evidence

### Setup Steps

{% stepper %}
{% step %}

### Create a task from the Tasks area

1. Open the Project.
2. Navigate to **Tasks**.
3. Select **Create task** (or **New task**).
4. Enter a short, verb-based task name.
5. Select **Create** (or **Save**).
   {% endstep %}

{% step %}

### Create a task from a requirement (recommended)

1. Navigate to **Requirements**.
2. Open a requirement.
3. Select **Create task** (or equivalent action).
4. Confirm the requirement link is created.
   {% endstep %}

{% step %}

### Assign an owner and set intent

1. Set **Assignee** to one Teammate.
2. Set **Status** to the correct starting state.
3. Set a **Due date** when sequencing requires it.
4. Add acceptance criteria in the description when needed.
   {% endstep %}

{% step %}

### Organize execution (optional)

1. Add subtasks for multi-step work.
2. Add dependencies for true sequencing constraints.

Related: [Task Dependencies](/transformations/task-dependencies.md)
{% endstep %}
{% endstepper %}

### Best Practices

* Keep one assignee per task.
* Keep tasks small enough for weekly reporting.
* Link tasks to requirements for traceability.
* Use **Blocked** only with an unblock condition.
* Record decisions and changes in comments for auditability.

### Summary

Tasks provide the execution backbone for delivery work.

Next actions:

* Track status cleanly: [Task Status Tracking](/transformations/task-status-tracking.md)
* Build repeatable lists: [Task Views and Organization](/transformations/task-views-and-organization.md)


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