> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Add a new task / observation

## Overview: add a new task

Creating a task in CxPlanner logs a punch list item, issue, or observation so it can be tracked to closeout, which is used during site inspections, commissioning, and design reviews.

For bulk import from a spreadsheet, see Import Tasks from Excel.

* Your role must be **Contractor** or higher. Visibility and creation can also depend on your user group.
* You can find the menu at **Punch list items and Tasks** - **New Task**.
* This creates a task visible in table, Closeout Overview (Kanban), schedule, and floor plan views based on your permissions.

|| Only users with the project role **Contractor** or higher can create new tasks. User group settings can further limit visibility or creation.

## How to create a new task

1. Open the project and go to **Punch list items and Tasks**.
2. Click **New Task**.
3. Fill in the task details such as title, description, type, and due date.
4. Click **Save**.

![Screenshot: Add a new task / observation - Steps 1 and 2](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_4nays2.png)

![Screenshot: Add a new task / observation - Steps 3 and 4](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_17yy20i.png)

## Results: add a new task

| Project role | Can view tasks | Can create tasks |
|---|---|---|
| Admin | Yes | Yes |
| Manager | Yes | Yes |
| Consultant | Yes | Yes |
| Designer | Yes | Yes |
| Contractor | Yes | Yes |
| Viewer | Yes | No |

* The task appears in table view as a structured list row
* Closeout Overview shows it as a Kanban card by status
* Schedule and floor plan views show it when those links are set

## Troubleshooting: add a new task

| Problem | Cause | Solution |
|---|---|---|
| Cannot see the New Task button | Project role is Viewer, or user group blocks create | Ask a project **Admin** to raise your role or adjust user group create rights |
| Task not visible in the list | User group has limited visibility | Assign the task to your group, or ask an **Admin** for view access |
| Task not appearing on floor plan | No drawing location on the task | Edit the task and assign a floor plan location |