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

# Setting up Tasks

> Configure task templates in Ravenna to break tickets into trackable subtasks for onboarding, incident response, and other multi-step workflows.

Tasks help you break down complex tickets into smaller, actionable items. Use them to organize work, assign team members, and track progress on multi-step issues. Task templates let you standardize common workflows and ensure consistency across your team.

<Tabs>
  <Tab title="Interactive walkthrough">
    <div style={{ position: 'relative', paddingBottom: 'calc(62.55208333333333% + 41px)', height: 0, width: '100%' }}>
      <iframe src="https://demo.arcade.software/Gu02ipMyARb6S682FDxf?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true" title="Setting up Tasks" frameBorder="0" loading="lazy" allowFullScreen allow="clipboard-write" style={{ position: 'absolute', top: 0, left: 0, width: '100%', height: '100%', colorScheme: 'light' }} />
    </div>
  </Tab>

  <Tab title="Step-by-step">
    ## Creating task templates

    Task templates let you create reusable sets of tasks for common workflows:

    <Steps>
      <Step title="Navigate to Workspace settings">
        Go to **Settings > Task Templates** in your workspace.

        <Frame>
          ![Template Settings](https://d1kzozfjh72w00.cloudfront.net/documentation/screenshots/guides/getting-started/tasks/workspace-settings.webp)
        </Frame>
      </Step>

      <Step title="Create a new template">
        Click the **+ Template** button in the top-right corner.
      </Step>

      <Step title="Configure template details">
        Fill in the template information:

        * **Icon and color**: Choose an icon and color to visually identify your template
        * **Name**: Give your template a clear, descriptive name
        * **Description**: Add details about when to use this template
      </Step>

      <Step title="Add task items">
        After saving, click your template to open it. Add the tasks that should be included when this template is imported.

        <Frame>
          ![Template Items](https://d1kzozfjh72w00.cloudfront.net/documentation/screenshots/guides/getting-started/tasks/add-task.webp)
        </Frame>

        <Tip>
          The template's name, description, and icon are editable inline from the template page header. Changes save automatically as you edit, so there's no separate save step.
        </Tip>
      </Step>

      <Step title="Using a template in a ticket">
        Open any ticket and scroll to the **Tasks** section. Click **Import** and select your template to import its tasks.

        <Frame>
          ![Use Template](https://d1kzozfjh72w00.cloudfront.net/documentation/screenshots/guides/getting-started/tasks/import.webp)
        </Frame>
      </Step>
    </Steps>

    ## Adhoc Tasks

    You can also add tasks directly to any ticket without using a template:

    <Steps>
      <Step title="Open a ticket">
        Navigate to any ticket in your workspace.
      </Step>

      <Step title="Find the Tasks section">
        Scroll to the **Tasks** accordion section in the ticket details.

        <Frame>
          ![Tasks Section](https://d1kzozfjh72w00.cloudfront.net/documentation/screenshots/guides/getting-started/tasks/tasks-section.webp)
        </Frame>
      </Step>

      <Step title="Add a task">
        Click the **Add Task** button to create a new task item.

        <Frame>
          ![Add Task](https://d1kzozfjh72w00.cloudfront.net/documentation/screenshots/guides/getting-started/tasks/new-task.webp)
        </Frame>
      </Step>

      <Step title="Fill in details">
        Enter a description for your task. You can also assign team members and mark it as complete when done.

        <Tip>
          Assigned users automatically become followers of the ticket, keeping them in the loop on updates.
        </Tip>
      </Step>

      <Step title="Create subtasks (optional)">
        Click the **+** button on any task to add subtasks. You can nest tasks up to 3 levels deep to organize complex workflows.
      </Step>
    </Steps>
  </Tab>
</Tabs>