---
title: Create Tasks Efficiently
slug: portal-sub/create-tasks-efficiently
docTags: 
createdAt: 2026-03-04T12:03:22.749Z
---

**TABLE OF CONTENTS**

- [Create a Task](docId\:D_C4kLZwX3CQiX4nEFlOp)
- [Save Holder Assignee](docId\:D_C4kLZwX3CQiX4nEFlOp)

# Create a Task

To create a task, complete the following steps:

Select the **Tasks** view of the Work Centre and click the **New Task** button.

The Task screen appears.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/fZw-k-rR4egii2ndtExC-_hb0ewdsexd71lxdh9ydojzeeh3vqzfoa.png)

Enter the task subject in the **Subject** field.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OtbLcwrvDhZBBOCRPPa-6_xvfj2-yc41cyqnflmxl-ydx4qxvtu1-siq.png)

Assign the person responsible for the task:

*Note: This property defaults to you or the person whose Profile account is being used.*

Leave the task assigned to you or click the **Holder** drop-down and select

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1AFE6AFqZxuOBRfVTs4Au_ywuikhy3xcysfkxcpnlrynntslmqggldga.png)

Complete optional fields:

- **Due** - The date when the task should completed.
- **Time** - The time when the task should completed.
- **Priority** - Identifies the urgency of the task. Different icons will appear in the Task view based on the priority selected.

# Save Holder Assignee

The holder field can be assigned to the same person for all future tasks.While creating your next task:

1. Populate the holder with a user or group.
2. Navigate to the Profile EMR Edit menu, select Edit Defaults 
3. Place a checkmark next to Base Parameters
4. Click OKAll future tasks that you create will be automatically assigned to the current Holder.