---
title: "Creating a Task"
description: "How to create tasks"
url: https://help.usepixie.com/en/articles/5208639-creating-a-task
collection: "Work: Tasks"
updated: 2026-08-11
language: en
---

# Creating a Task

How to create tasks

This article covers the various ways to create a one-time, ad-hoc task for a client. You can also create [scheduled (recurring) tasks](https://help.usepixie.com/en/articles/5208650-scheduled-tasks-creating-from-a-template.md), and one-time tasks can be [set to recur](https://help.usepixie.com/en/articles/5208648-scheduled-tasks-setting-a-one-time-task-to-recur.md).

From any Pixie screen, you can click the **Add** icon at the top and choose **Create task**.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100625_9525.png)

If your [client list](https://help.usepixie.com/en/articles/5208679-client-list.md) is open, you can select one or more clients for whom you want to create a task, and click the **Create task** button. The **Schedule task** button can be used for [tasks created from a task template](https://help.usepixie.com/en/articles/5208653-task-templates-applying-to-a-task.md). You can apply a [client filter](https://help.usepixie.com/en/articles/5208677-filtering-the-client-list.md) to narrow the list to specific clients.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100625_1924.png)

If you’re viewing [client details](https://help.usepixie.com/en/articles/5208667-client-details.md), you can click **Create task**.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100625_9266.png)

You can also [create a task from an email](https://help.usepixie.com/en/articles/5208658-creating-a-task-from-an-email.md).

Finally, if you’re a workspace admin, you have access to [task templates](https://help.usepixie.com/en/articles/5208240-task-templates.md). From here, you can find the template you want to use as a basis for a task, and click **Create task from template** at the right.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100625_5804.png)

With any of the above methods, the task itself is created in a series of steps. The steps that appear depend on how you started creating the task.

The first step is to assign a task name, deadline, and team member responsible for the task. Choose the client if not already specified.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100625_4777.png)

Choose a template for a pre-populated task, or to start from scratch, choose **Custom task**.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100625_2832.png)

The last step is to [create subtasks](https://help.usepixie.com/en/articles/5208632-creating-subtasks.md) in the case of a custom task, or keep or [edit subtasks](https://help.usepixie.com/en/articles/5208598-editing-a-task-or-subtasks.md) from a task template.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100625_1245.png)

See also: