> 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

### 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="/files/dUcCHbYEUuNg3haw7iMB" alt="" data-size="original">

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

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

![](/files/tvPfq2Ehfd3so8ymmLl5)
{% endstep %}

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

&#x20;![](/files/b3UnvyFJ8oK7rx8WIJT9)
{% endstep %}

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

![](/files/aAgi3f58grUFWiLXvmNy)
{% 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;

![](/files/SWsRtfOlbYHh6vH1BJaF)
{% endstep %}

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

![](/files/0qepoYYOhFEMr3zgPZNH)

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

![](/files/6vKBSFuWxKsMvq7pvTkT)

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->