Create a task

Four ways to create a task in Wonderly, from any part of the platform.

Tasks in Wonderly help you track the work that keeps your projects and deals moving forward. You can create them from the global + Create new button, inside a doc, directly from a deal, or using a saved template — whichever fits your workflow at the moment.

Method 1: Create a task from the + Create new button

When to use: This is the fastest general-purpose method when you want to create a task from anywhere in Wonderly without navigating to a specific project or deal first.

1. Click + Create new in the top-left corner of your screen.

2. Click Task.

3. Fill in your task details in the task modal. See the field reference below.

4. Click Save task.

Expected outcome: The task is created and saved to the folder and project you selected.

If you're already in a workspace or project, the task will be created there by default. If you're on the calendar view, the task will be created in My Private Workspace.

Field reference

• Task Name — Type a name for your task at the top of the modal.

• Workspace — Select the workspace the task belongs to.

• Project — Select the project where you want to create the task.

• Status — Set the current status of the task.

• Priority — Importance level (for example, Low, Medium, High).

• Assignee — Select the task owner from your Wonderly team. Only users with access to the selected project will appear here.

• Dates — Set the start date and the due date for the task.

• Duration — How long the task takes (for example, 30 minutes).

• Description — A long-text field for task details and scope. Supports markdown formatting (for example, # for headings and - for bullet lists).

• Activity — A running log of all changes made to the task, including when it was created and any updates to its fields. This log is visible to any external clients you have shared the parent project with through the Client Portal.

• Files — Click the + button to upload a file from your device.

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Method 2: Create a task within a project

When to use: Create tasks that are associated together.

1. Open your project.

2. You have 2 options when creating a task inside a project.

3. Option 1: Click on + Task at the top of your project.

4. Option 2: Underneath a milestone click on + Add task to create one directly associated to that milestone.

5. Enter your task details.

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Method 3: Create a task from a Wonderly Doc

When to use: You are already drafting notes or plans in a doc and want to capture action items without leaving the page.

1. Open a Wonderly doc.

2. Click inside the document body.

3. Type /.

4. Click New task in the pop-up menu.

5. Type your task name inline and press Enter.

6. Click the task pill that appears in the document to open the task modal and edit its details.

Expected outcome: The task is created in the same project or workspace as the document it was created from. You can always open the task modal afterward to update any fields.

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Method 4: Create a task from a Deal

When to use: When a task is tied to a specific deal and you want it to stay organized within that deal's record in your pipeline.

1. Click Sales in the left-hand sidebar.

2. Click Deals.

3. Find your deal in the pipeline. Use the Search bar in the top-right corner of the screen if needed.

4. Click the deal to open it.

5. Click the Tasks tab.

6. Click + Add task and fill in your task details.

7. Click Save task.

Expected outcome: The task is created and attached to the deal you selected.