> For the complete documentation index, see [llms.txt](https://docs.mydbsync.com/cloud-workflow/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mydbsync.com/cloud-workflow/2026_create-your-workflow/task.md).

# Task

Learn how to Create a Task

### Introduction

This section is designed to take you through the process of creating a Task and assigning it to an Agent. Further, it guides you how to add a Due Date, Task Status, and Description to the task.

### Steps to Create a Task

{% stepper %}
{% step %}
From the Home page, navigate to the **Project** tab.
{% endstep %}

{% step %}
In the **Project** tab, click the project where you want to create a new task.

<img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F7EIOAyLcNq0McF7va9Sx%2Funknown.jpeg?alt=media&amp;token=5688e926-ee18-47b8-8b79-54951a3e7551" alt="" data-size="original">

You will be directed to the **Automation** tab.
{% endstep %}

{% step %}
Click the **Task** tab next to the **Automation** tab.

![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FgWSrl5jL0alp6EBDtFm9%2Funknown.png?alt=media\&token=e111a2e7-c080-406e-a05d-431dbad8ab6c)
{% endstep %}

{% step %}
In the **Task** tab, click **Create**.

&#x20;![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F0GxPtXS5PusoYMqNm1fv%2Funknown.png?alt=media\&token=b31c11f0-a0f8-4a5e-bd3f-018f469dd841)
{% endstep %}

{% step %}
Add a name for the new Task Process.&#x20;

![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2Fs5A1x7FDuPOwaf7PcZ0B%2Funknown.png?alt=media\&token=88c08d70-3533-4c28-a710-e206f63ff48a)
{% endstep %}

{% step %}
Click *Select Agent* in the **Agent** column and from the dropdown, select the Agent from the list of registered Agents from your Organization.&#x20;

![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FynLfhHoRh2cShXN23me2%2Funknown.png?alt=media\&token=b0ff4d1b-2c24-4f49-81df-1da50e011ce2)
{% endstep %}

{% step %}
Select a user to assign the task.&#x20;

![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FtFBixjCP3uY3nyDyLR8s%2Funknown.png?alt=media\&token=8a251eb7-12c4-4928-8b8e-0daaa35f1794)

The selected user will execute and manage that task.
{% endstep %}

{% step %}
Click **Details** next to the agent name
{% endstep %}

{% step %}
In the **Details** dialog box, enter the required information

1. **Due Date:** By when the task is expected to be completed
2. **Status**: Select between *In Progress*, *To Do*, and *Complete*.
3. **Description:** Provide any required information

![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FJFljT4smRlfZPWp2iiyW%2Funknown.png?alt=media\&token=3d835de7-10f3-4df3-86ce-a4bebd6eb7ef)

Once done, the agent to whom the task was assigned will see it when they navigate to the **Task** tab.
{% endstep %}
{% endstepper %}

Additionally, you can **Duplicate**, **Copy**, and **Delete** the task in the Task tab.\
Click the 3 dots under the **Actions** column, and from the list of actions available, select:

* **Duplicate**: To duplicate and assign to a different Agent.
* **Copy**: Copy the task.
* **Delete**: To permanently remove the task from the Agent's task list.

### Related Content

* <https://www.mydbsync.com/product/cloud-workflow>
* <https://www.linkedin.com/posts/aman-bhardwaj-90392217\\_dbsync-unveils-new-cloud-workflow-a-hassle-free-activity-7135464241989390336-JW6->