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Creating and editing a task

Last updated: October 24, 2026

What it does

Create a task for a piece of work someone needs to do, and edit it as the work changes. Create Task on the Tasks tab opens the task form. Edit in a task’s header opens the same form on that task.

FieldWhat it takes
TitleThe task’s name
DescriptionOptional context for the task
Due DateThe day the task is due
Work BoardA board, then a column on it, or No board
AssigneeThe team the task belongs to, then the person on it
Task ReferenceA number of your own, such as a ticket in another system
Parent RecordThe order, contact, item, location or task it is about
PriorityLow, Medium, High or Urgent
  • A task starts at Medium priority and at the Assigned status. Placed in a mapped column, it takes that column’s status instead.
  • A task without a board appears in the task list.
  • The column picker shows only once you choose a board, and stays greyed out until the board’s columns load.
  • The header shows who else has the page open, and their saves appear as they happen. See who else is on a record says more.
  • Save keeps changes someone else made to other fields while you edited. Where you both changed one field, Lucrii asks which to keep. See who else is on a record says more.

Hermes can create a task too, and you need not name a team.

  • If you are in only one team, the task goes to that team.
  • If you are in no team and the organisation has only one, the task goes there.
  • Otherwise Hermes asks which team the task belongs to.

Before you start

  • A due date cannot be in the past.
  • Any member can edit every field on this form. Only a team leader and above can delete a task. Anyone else finds Delete in More Actions greyed out, with a tooltip saying why. Assignees, watchers and status has the rest.
  • The Work Board picker leaves out a board with no columns. A task cannot go on one.

Each field stops at its limit as you type or paste. Creating a contact says how Lucrii refuses a longer value.

FieldWhat it takes
TitleUp to 255 characters
DescriptionUp to 10,000 characters
Task ReferenceUp to 100 characters

How to use it

  1. Open Work Boards, select the Tasks tab, then select Create Task.
  2. Give the task a Title, and a Description if the work needs explaining.
  3. Set a Due Date.
  4. Choose a Work Board, then a column on it.
  5. Under Assignee, pick the team, then the person.
  6. Add a Task Reference, a Parent Record and a Priority where you need them.
  7. Select Create.
  8. To change any of it later, open the task, select Edit, then Save.

Create and Save stay at the top of the page, and leaving with unsaved changes opens Discard Changes, as Creating a contact describes.

Troubleshooting

A field says its list could not be loaded. Lucrii could not read the boards for Work Board, or the teams for Assignee. Try again shortly.

Changes