Create and assign project tasks from Project Workspace

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • Add new tasks for your projects and assign them to your team directly from the new Project Workspace.

    始める前に

    Role required: it_project_manager

    手順

    1. Open a project from the home page of Project Workspace.
      For information, see Access the new Project Workspace.
    2. Select Add Task.

      A new row is added to the bottom of the data grid of the planning page, with New Task as the default name for the task.

      Alternatively, select a project task row and click the Add task below icon (Add task icon.). This action adds a new task right below the task that you selected.Add task.

    3. Edit the details of the task.
      For example, task name, planned dates, assigned to, and others.
    4. オプション: Press the Enter key to save the details and create a row for another task.
    5. Click anywhere on the data grid outside the task fields to save the details.
    6. Assign a task to a user by updating the Assigned to field.

      The user who is assigned this task to, is sent an email notification and is also notified in the ServiceNow® instance when they log in.

      For notifications to work, your admin must enable them by setting the Project task assigned to notification record as true in Email Notifications and Provider Notifications.

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