Dialog: Create Task
How to Open
- In Planner: "+ Add task" or "+" button
- Depends on view: next to a bucket (board) or at top of list
- In board view: Click "+" in a bucket to create task directly in that bucket
Fields
| Field | Required | Description |
|---|---|---|
| Title | Yes | Short task name |
| Due Date | No | Deadline; visible in schedule view |
| Assignments | No | Assign person(s) from team/organization |
| Bucket / Plan | Per provider | For Microsoft Planner: bucket (column) and plan; for Nextcloud: list |
| Description | No | Details, checklists (Microsoft Planner) |
| Priority | No | Urgent, Important, Medium, Low (Microsoft/Sparks Planner) |
| Labels/Tags | No | Categories (if supported by provider) |
Bucket Selection (Microsoft Planner)
- Buckets = Kanban board columns (e.g. "To Do", "In Progress")
- Select target bucket when creating
- Task appears immediately in chosen column
Provider Selection
With multiple task backends (Microsoft Planner, Nextcloud, OX):
- Choose target provider
- Task is created there
- Default provider can be set in Settings
Workflow
- Click "+ Add task"
- Enter title (required)
- Optionally set due date, assignment, bucket
- Add description and priority if needed (provider-dependent)
- Choose provider (when multiple)
- Create
📸 Screenshot: Create task