Work with task creation

Create a task inside a board to track a specific piece of work. Tasks must belong to a board. You must have Editor permissions or higher on the board to create tasks.

Create a task from a board

1. Open Tasks:
   • In Fusion: Click Tasks on the left side of the window.
   • In the Fusion web client: Click Tasks at the top right of the window.
2. In the Boards section of the left panel, click the board you want to add the task to.
3. Click + New task.
4. Enter a name for the task.
5. (Optional) Set a due date, priority, and assignee.
6. (Optional) Add a description with relevant details or context.
7. Click Create.

The task appears in the board's task list with a status of Backlog.

Create a task from My active tasks

You can also create a task without opening a board first.

1. Open Tasks and click My active tasks:
   • In Fusion: Click Tasks on the left side of the window, then click My active tasks.
   • In the Fusion web client: Click Tasks at the top right of the window, then click My active tasks.
2. Enter a name for the task.
3. Select a board the task should belong to.
4. (Optional) Set a due date, priority, and assignee.
5. (Optional) Add a description with relevant details or context.
6. Click Create.

Create a task from the Fusion canvas or browser

In Fusion, you can create a task directly from a design without opening the Tasks area first. This automatically links the new task to the file you right-clicked.

1. In the Fusion browser or on the canvas, right-click the file or component you want to link the task to.
2. Select Create task.
3. Enter a name for the task.
4. Select a board the task should belong to.
5. (Optional) Set a due date, priority, and assignee.
6. (Optional) Add a description with relevant details or context.
7. Click Create.

The task appears in the selected board and is already linked to the file or component.

Link a task to a Fusion design or drawing

1. Open the task by clicking it in the task list.
2. In the task details panel, click Link.
3. Browse to the design or drawing and select it.