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CA Cloud Desk

Add Tasks in CA Cloud Desk

Create new tasks, assign them to team members, and set priorities and deadlines. Use the + icon for Quick Task or open the full Create Task form to enter all details.

Path

Task → + Icon → Quick Task / Create Task → Enter Details → Save / Create Task
How to add a task

Log in to CA Cloud Desk and select Task from the left navigation. On the Task Dashboard, click the + icon and choose Quick Task Add for a fast entry, or Create Task for the full form. Fill in the required details and click Save or Create Task to assign the task.

Getting Started

Log in and open the Task module.

Step 1

  • Log in to CA Cloud Desk
  • From the left navigation menu, select Task
  • Click on Tasks

Step 2

  • Click the + icon on the Task Dashboard
  • Select Quick Task Add for a fast entry, or
  • Select Create Task for the full form
Step 1: Log in and select Task

Log in to CA Cloud Desk. From the left navigation menu, select Task to open the Task Dashboard.

CA Cloud Desk dashboard with Task highlighted in the left navigation panel
Dashboard — select Task from the left panel (Step 1).
Step 2: Click + Icon — Quick Task Add or Create Task

On the Task Dashboard, click the + (Plus) icon in the top-right corner. Choose Quick Task Add for a fast entry, or Create Task to open the full task form.

Task Dashboard with plus icon and Quick Task Add option highlighted
Task Dashboard — click + and select Quick Task Add (Step 2, Option A).
Task Dashboard with plus icon and Create Task option highlighted
Task Dashboard — click + and select Create Task (Step 2, Option B).

Quick Task

Add a task quickly using the Quick Task window.

Quick Task fields

  • Service — Select the service for which the task is being created
  • Task Name — Enter a clear and descriptive task name
  • Customer — Select the customer (use + to add a new customer)
  • Assignee — Choose the team member responsible for the task
  • Reviewer — Select the reviewer who will verify and approve the task
Step 3: Add a Quick Task

In the Quick Task Add window, fill in the required details — Service, Task name, Customer, Assignee, and Reviewer. Use the + button next to Customer to add a new customer if needed.

Quick Task Add modal with Service, Task name, Customer, Assignee, and Reviewer fields
Quick Task Add — fill in Service, Task name, Customer, Assignee, and Reviewer (Step 3).
Step 4: Save the Quick Task

After entering the quick task details, click Save to create the task. Click Other details to open the full Create Task form with additional fields.

Create Task

Enter full task details in the Create Task form.

Task details to enter

  • Service and Sub-Service
  • Task Title, Target Date, Due Date, Period From/To
  • Assignee, Reviewer, Consultant, Client(s), Followers
  • Priority Level, Branch, Task Occurrence (One-time or Recurring)
  • Workflow Stages, Task Status, Pending/Stuck Reasons
  • Details, Subtasks, and Attachments (optional)
Step 5: Enter Task Details and Create the Task

Fill in all required task information — Service and Sub-Service, Task Title, dates, Assignee, Reviewer, Consultant, Client(s), Followers, Priority, Branch, Task Occurrence, workflow Stages, and Task Status. Add optional Details, Subtasks, and Attachments if needed. Once all details are entered, click Create task to save and assign the task.

Full Add Task form with service, dates, assignees, workflow stages, and Create task button
Add Task form — enter all details and click Create task (Step 5).
Task created successfully

The task will be successfully created and assigned to the selected team members, enabling progress tracking, workflow management, and status updates within CA Cloud Desk.

Add Task Guide PDF

Download PDF

Scroll to read each page below, or use Download PDF above.