Use Add Task when a staff member needs to complete a specific follow-up action.

Required Fields

A task title is required.

Task titles must be at least 5 characters.

Task Title

The title should describe the action.

Good examples:

• Collect income verification documents
• Schedule initial inspection
• Review contractor bids
• Confirm construction start
• Upload completion certificate

Avoid vague titles like Follow up, Check, or Task.

Description

Use the description for context the assignee will need.

Include:

• What needs to be done
• Who or what it relates to
• Any important deadlines or documents
• Any reason the task is required