Note: Following the release of the new version of Teamwork Desk, this article is no longer maintained. You can follow these steps to switch to the new version. Check out our new & updated help docs here.

Within Teamwork Desk, you can create new tasks for your Projects account directly in a ticket.

When viewing a ticket, select the Tasks tab, and click the Add a Task button to add the first task.

You can also press t on your keyboard to open the add task modal.

Adding a task

To add an existing task from your Projects site, you can copy the task ID or URL into the quick add field at the top.

Once you have a project and task list selected, you can also view the tasks in that list within the Existing Task tab.

To create a new task, use the New Task tab. Here, you can add a task name, assign the task to user(s) on the project, set task dates and other task options.

Creating a subtask

When adding a new task to a ticket, you have the option to select a parent task to attach it to.

Once you click the Select Parent option to the right of the task name field, the modal will show a list of the existing tasks in the task list. You can also use the search box to find a particular task.

Click the task you want to set as the parent, so it is highlighted, then press Select

Once the parent task has been selected, you will see it noted to the right of the task name field.

For more information, see: Task options on a ticket