# Task A task is a unit of work describing an action to be performed, by whom, and when. They are used to accurately track the progress of a request or intervention. Tasks allow you to break down a ticket, change, or project into several traceable actions, ensuring better distribution of work and optimal follow-up. ## Main characteristics * **Link to an object**: tasks are generally linked to a ticket, but can also be linked to an issue, a change, or a project. * **Description**: free field to detail what needs to be done. * **Assignment**: a task can be assigned to a technician, a group, or left unassigned. * **Scheduling**: you can specify a planned start and end date/time. * **Status**: allows you to track whether the task is pending, in progress or completed. * **Time spent** (optional): allows you to record the time actually spent on the task. * **Notifications**: allows to send notifications when new tasks are created or modified.

## Description of each field

Icon	Explanation
/files/4sQa3w6vIiZct1nyIMlG	Use a template if one exists (see task template for more information)
/files/wZ6OlYHkArKp0jWTNHA1	Schedule the task (day/month/year and time)
/files/6gDPdr8X76RXCzWccIpz	Add a task catgory
/files/P17CkxRTuzIbj7CRM0Eg	Update the status (Information, To do, Done)
/files/h964JRwWrDe90n5HFeO5	Change to public or private task (You can specify in `Setup`> `General`> `Default Values` > `Assistance` whether tasks should be marked as private or public by default.
/files/onBCuRf2Juu448fM8rd2	Save and add to the knowledge base
/files/EhwseGdf3RzBbtxVHSR6	Duration estimate
/files/smENCbH6x7UV8bC5DmAz	User assigned to the task
/files/MSIHASGHsx5EgodVrNBc	Group assigned to the task
/files/bM8pcMi2AqJrAGiQwA41	Plan this task : - Start Date - Period - Reminder

{% hint style="success" %} The information entered in the ‘plan this task’ fields is linked to the calendar, as it is possible to create a task without scheduling it. This field is therefore optional. However, if a task is scheduled in ‘Schedule’, the values will be identical. {% endhint %} ## Task template Templates simplify the process of creating a task (for recurring tasks, for example). When creating a task, simply select the appropriate template and the information will be filled in automatically. #### Create a template You can create a template by going to **`Setup`** > **`Dropdowns`** > **`Assistance`** > **`Task templates`** or by creating a task directly from a ticket, project or change.

* **Name**: Will be appear in the list of templates * **Comments**: Optionnal * **Content**: You can use variables (click on available variable to see the list) and customise your content using the formatting bar * **Task category**: Select the [task category](#task-categories) in thge dropdown list * **Status**: add a status by default for your template (Information, To Do, Done) * **Private**: Define whether this task is public or private[^1] * **Duration**: Indicate the duration of the task (maximum 100 hours) * **By**: The user assigned to the task. Select them from the dropdown list. * **Group**: The group assigned to the task. Select them from the dropdown list. * **Pending reason**: Indicate whether the ticket/change/project should be put on hold after the task is saved. See [pending reason](/documentation/modules/assistance/tabs/pending-reason.md) for more information. ## Task categories You can create task categories. These can then be exported for statistical purposes, for example. #### Create a task category You can create a category by going to **`Setup`** > **`Dropdowns`** > **`Assistance`** > **`Task categories`** or by creating a task directly from a ticket, project or change.

* Click on **`+ Add`** * Enter the **name** * Define whether this category is a subcategory of another category. * Select **active yes** * You can define whether this category should be added to the **knowledge base categories** Once the category has been created, you can add a subcategory and add a translation. [^1]: Only persons authorised to view private tasks (**`Administration`** > **`Profiles`** > *`My_profile`* > **`Assistance`** > **`Follow-ups/Tasks`**) will be able to view them. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.glpi-project.org/documentation/modules/assistance/tabs/task.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.