Add tasks
You can add existing tasks to a template or create new ones, set project status, and application, then save them to the task library.
When you select
Add
on the Tasks
tab, the Add tasks
window opens.Existing
The Existing tab lets you add tasks that have already been created in the system, making it easy to reuse tasks across multiple templates without having to recreate them.
This list shows the tasks you can choose from, along with their project status and description. To find a specific task, enter its name or description into the search field. To add tasks, tick the checkbox next to each one you want, then select
Add
. New
If the task you need doesn’t already exist, switch to the
New
tab in the Add tasks
window to create one from scratch and add it to the Task library
.- Name (required): Enter a clear, descriptive name for the task.
- Project status: Enter the status that the project should move to when this task is completed. This helps keep project tracking up to date as work progresses. Hover over the information icon next to this field if you need a reminder of what project statuses are.
- Description: Optionally, add more detail about what the task involves. This is helpful for other team members who may be less familiar with the process.
- Application: Select the Digita application this task relates to from the dropdown. Hover over the information icon next to this field if you're unsure which application to choose. This ensures the task is available in the correct context when building or editing templates.
Select
Save
to create the task and add it to the template or Cancel
to close the window without saving.note
A related action in Digita Personal Tax will automatically update tasks with a lightning bolt icon 
.
.