How to create a task/ticket Last updated: Sep 26, 2026

Our ticketing and task management makes it easy to create a task and add useful details.

1. Click + New Task in the top header (or click the + and select Task).
2. Enter a Subject (required) and choose Task or Request. A request is something asked for by a client or user; a task may be for a personal objective.
3. Optionally add Details or a Checklist, and use Add Entity to link clients, assets, properties, and more. You can also set a Due date, Tags, Audience, and Privacy.
4. Click Create task.

When a client submits a request, it is automatically created as a request.