Create Task

Business Need

The task creation feature allows users to quickly record daily to-dos, attach visual references, and set deadlines. This helps offload memory and keep all important plans under control in a single digital space.

Availability

Available to all authorized users.

The tasks module is a completely private tool. All created tasks, categories, and deadlines are accessible exclusively to the account owner. Invited members from your shared financial spaces do not have access to your tasks.

Location

You can access the task creation screen in two ways:

Option from the main module screen:

1. Tap the Tasks icon in the bottom navigation menu.
2. On the task list screen, tap the Add task button at the top of the screen.

Option from within a specific category:

1. Tap the Tasks icon in the bottom navigation menu.
2. Select the desired category from the list.
3. On the opened screen, tap the Add task button.

Instructions

On the Add task screen, follow these steps:

1. Fill in the required Description * field. This multi-line text field supports basic formatting. You can highlight important text using the B button on the toolbar above the keyboard.
2. Select a category in the Category field. Tapping it opens a bottom sheet with a list of your categories. If you started creating a task within a specific category, this field will be filled automatically.
3. Set a deadline in the Deadline field. Tapping it opens the system calendar to select a date. If you need to remove the date, tap the close icon inside the field.
4. Attach necessary images by tapping the Add Photo button. You can upload photos from your camera or gallery. The web version of the application supports file drag-and-drop.
5. Tap the Save button at the bottom of the screen.

Expected Result

After tapping the Save button, the text on the button will disappear, and a white loading spinner will appear, blocking repeated clicks.

Upon successful saving, the modal window will smoothly close, and you will return to the previous screen. A green notification with the text Task created successfully will appear at the top. The new task will instantly appear at the very top of your list.

Questions and Answers

Can I format the task description?

Yes, the description field supports basic Markdown formatting. You can use the formatting toolbar located just above your keyboard to make text bold.

What happens if I don't select a category for my task?

If you leave the Category field empty, the task will be successfully created and automatically assigned to the default Uncategorized folder. You can easily find it there and edit the task later to move it to a specific category.

How many images can I attach to a single task?

You can attach a maximum of 10 images to each task.

Can I assign a task to my partner in our shared family budget?

No. The Tasks module is designed as your personal digital assistant. While you can share financial budgets with your family or business partners, your tasks, categories, and reminders remain completely private and visible only to you.

Can I set a specific time for the task deadline?

Currently, the Deadline field only supports selecting a date without a specific time. Once a date is set, the task will appear in your Calendar view neatly grouped under the specific future date you chose.

Possible Errors

Form validation errors:

• Required text under the Description * field - appears if you try to save a task with an empty description. The field border will turn red.
• Maximum 10 photos allowed notification - appears if you exceed the limit of attached images.

System errors during saving:

• Category does not belong to the current user notification - occurs due to a data synchronization error.
• Date has wrong format notification - occurs during a system date format failure.
• Authentication credentials were not provided notification - means your session has expired and you need to log into the app again.