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Creating and assigning tasks

How to create a task in Examply, assign it to a teammate, and set its due date, priority, and estimate.

Tasks are the smallest unit of work in Examply, living inside a project's Board, List, Timeline, or Calendar view. This article walks through creating a task, assigning it to a teammate, and filling in the details that make it useful — due date, priority, and estimate.

By the end, you'll know the fastest way to get a task from idea to your team's backlog.

Note: Only Owners, Admins, and Members can create tasks. Guests can view and comment on tasks in projects they're invited to, but can't create new ones.

Create a task

  1. Open the project you want to add work to, for example "Website relaunch".

  2. Press C anywhere in Examply, or click New task in the top-right corner of the project.

  3. Type a title, such as "Update homepage hero image", and press Enter.

The task appears in the project's default view. You can open it immediately to add more detail, or leave it for later — Examply saves a bare task with just a title.

Assign a task

  1. Open the task and click the Assignee field.

  2. Search for a teammate by name, for example "Priya", and select them.

  3. Optionally add a second assignee as a reviewer using the same field.

Examply notifies the assignee immediately, and the task appears in their My tasks list. If the assignee isn't a member of the task's project yet, add them to the project first — assigning doesn't grant project access on its own.

Set due dates, priority, and estimate

  1. With the task open, click Due date and choose a date, or press ⇧D from anywhere the task is focused.

  2. Click Priority and choose Urgent, High, Medium, or Low.

  3. Click Estimate and enter hours or story points, depending on your workspace's estimate setting.

Add subtasks

Break large tasks into smaller pieces without leaving the task view.

  1. Scroll to the Subtasks section of the task.

  2. Click Add subtask and type a title.

  3. Assign, prioritize, and estimate subtasks the same way you would a regular task.

Subtasks count toward their parent task's progress bar, so completing all subtasks marks the parent as ready to close — though closing the parent itself is still a separate action.

Tips

  • Use ⌘K to jump straight to any task by title instead of navigating through project views.

  • Assigning a task to yourself is the fastest way to make sure it lands in your daily list.

  • If you can't find a teammate in the assignee search, confirm they've been invited to the workspace and added to the project.

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