> ## Documentation Index
> Fetch the complete documentation index at: https://docs.elementum.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Create, configure, and manage task-based workflows for assignments and follow-up work

Tasks in Elementum let you manage assignable work items within your other objects (apps and elements). Like [Elements](/getting-started/fundamentals/core-concepts), Tasks are a type of workflow object: they have stages, layouts, fields, and can be driven by [automations](/workflows/automation-system). Use Tasks when you need to track who should do what, by when, and how it fits into a larger process.

## When to Use Tasks

Tasks are suited to workflows where:

* Work is assigned to specific users or groups
* Items move through stages (e.g., To Do, In Progress, Done)
* You want assignment and completion to trigger [automations](/workflows/automation-system) or [notifications](/administration/notifications)

<Info>
  Tasks are first-class objects in Elementum. They integrate with [approval processes](/workflows/approval-processes), [assignment rules](/workflows/assignment-rules), and [agents](/ai-agents/agents-experience). [Object data access](/workflows/object-data-access) can be restricted at the task level so users only see tasks they are allowed to work on.
</Info>

Tasks are best used as simple workflow trackers or as a piece of your workflow in Elements and Apps.

## Core Concepts

<Accordion title="Stages and Layouts">
  Tasks use the same [stage and layout](/workflows/layouts) model as other workflow objects:

  * **Stages** define the path a task follows (e.g., New → In Progress → Review → Complete).
  * **Layouts** define what fields and components appear at each stage.
  * You can show different fields or components per stage so the interface matches where the task is in the process.
</Accordion>

<Accordion title="Assignment">
  Tasks are designed for assignment:

  * Assign tasks to individual users or to groups.
  * Use [assignment rules](/workflows/assignment-rules) to automatically assign tasks based on conditions (round-robin, load, role, or custom logic).
  * Assignment can trigger [notifications](/administration/notifications) so assignees know when work is added to their queue.
</Accordion>

<Accordion title="Automations and Tasks">
  Automations can create, update, or complete tasks based on triggers in the same app or in related Elements:

  * **Create tasks** when a record reaches a stage, when data meets a condition, or when an [approval](/workflows/approval-processes) is requested.
  * **Update task fields or stages** when related data changes or when an agent or integration provides new information.
  * **Run Agent Task** can hand off to an [agent](/workflows/agent-task-automation) for analysis or decisions, then continue with structured automation (e.g., update the task or create a follow-up task).

  <Note>
    Service accounts and agents that create or update tasks need the appropriate [roles and permissions](/administration/roles-permissions) for the Task. Use [service accounts](/administration/service-accounts) for automated actions and ensure their roles grant access to the Task and any related data.
  </Note>
</Accordion>

## Create a Task

You'll first want to create a Task to add individual, related task records.

1. Open <img src="https://mintcdn.com/elementum/qCzryjcKPIeW4b77/images/icons/tasks.png?fit=max&auto=format&n=qCzryjcKPIeW4b77&q=85&s=4e4c8c1b688fb4c9fd5506b3dc647b6b" alt="Tasks icon" className="inline-ui-icon" width="24" height="24" data-path="images/icons/tasks.png" /> **Tasks** in the left navigation menu.
2. Click the <img src="https://mintcdn.com/elementum/m1Z8iohbYDb7uicT/images/icons/ellipsis-vertical.svg?fit=max&auto=format&n=m1Z8iohbYDb7uicT&q=85&s=95eb1df478aa639b46276122cd086257" alt="More icon" className="inline-ui-icon" width="24" height="24" data-path="images/icons/ellipsis-vertical.svg" /> **More** icon.
3. Click **Create New Task**.
4. Fill out the fields:
   * **CloudLink** — Choose the CloudLink with the data you'll need for your Tasks.
   * **Name** — The display name for your Task group in Elementum.
   * **Namespace** — A unique identifier for your Task records. This cannot be changed later.
   * **Handle** — A short reference key that appears as a prefix in every record ID (e.g., VND-001). This cannot be changed later.
   * **Description** — Help others in your organization understand what the Task is for.
   * **Category** — Organizes all Tasks in your organization. Categories are managed by admins in Settings.
5. Click **Create**.

From here, you'll set up the [Record Details Layout](/getting-started/build-an-app#step-2-design-your-layout), just like when creating apps. You can also add [automations](/workflows/automation-system).

## Create Task Records

There are a few ways to create a record in your new Task.

### List View

1. Open the Task and click **Create** in the top right corner.
2. Fill the required fields and click **Save**.

### A Separate Record

You can create or relate Task records to an Element, Task, or App record so they appear in the details.

1. Add the **Related Tasks** component in your object's [Record Details Layout](/workflows/layouts).
2. After you refresh, open a record in your object (Element, App, or Task).
3. Find the Tasks component.
4. Click either **Create a Task** or **Relate a Task** to connect an existing Task.

Once you enter the required details, the Task record can be used for reference and automations.

## Related Documentation

* [Layouts](/workflows/layouts) – Design task stages and field layout
* [Assignment Rules](/workflows/assignment-rules) – Automate who gets assigned
* [Approval Processes](/workflows/approval-processes) – Require sign-off on tasks or related records
* [Automation System](/workflows/automation-system) – Trigger and actions for task lifecycle
* [Agent Task Automation](/workflows/agent-task-automation) – Combine tasks with AI agents
* [Object Data Access](/workflows/object-data-access) – Control who can see and work on which tasks