How do I create a task?

To create a new task, click on Tasks (1.) in the menu on the left and then on the + New task button (2.) in the top right.

A new window will open and you should complete the following mandatory information:

1. Short description - Select the title of the task.
2. To be done by - Select yourself or assign the task to a contact.
3. Date due - Define a date by which the task is to be completed.

As an addition, you can optionally add the following:

4. Location - Define a location.
5. Distributor - Select the desired persons. => How do I create a distribution group for tasks?
6. Description - Optionally, you can enter more detailed information about the task.
7. Marker - Press the + Add marker button to add a marker on a plan that has already been filed and processed on smino.
8. Files - Here you can upload files that have already been uploaded to smino by clicking the Add from File Tray button.
9. Files - Here you can upload further documents.
10. Images - Here you can upload further images.
11. Subtask - Here you have the possibility to create another subtask.
12. Form fields - Checkboxes, dropdowns or text fields can be added.

You can save the task as a draft with the Save as Draft button (13.). The task is displayed as a draft only visible to you and you can edit the task again before you finally assign it. By selecting Save and Assign (14.), you definitely assign the task. The person responsible is automatically notified.

Updated on: 27/07/2026