Create tasks, milestones, and objectives

Choose the planning type that matches the record: Task for actionable work, Milestone for a key point in time, and Objective for higher-level structure. The type affects where and how the record appears.

Choose a planning type

Formist exposes three user-selectable types: Task, Milestone, and Objective. Tasks represent work items, milestones mark important dates, and objectives provide planning structure in the Gantt. Appointment is a system type and is not available in the New Task form.

Create a record

1. Open Tasks and select New Task, or use the global quick-add command.
2. Enter a Subject and select a Type.
3. Optionally set Start, Due, and Owner. Owner can hold more than one participant; add as many as apply.
4. Save the form.

Creating records requires space write access. Viewers can inspect existing records but cannot open the create flow.

The new record belongs to Tasks, but its visible tab depends on Type. Plain Tasks appear in All and, while not terminal, To-do. Milestones and Objectives are planning structure shown in Calendar and Gantt, not rows in the All or To-do tables. Type also controls the Gantt shape: tasks use a bar or circle, milestones use an amber diamond when represented by one date, and objectives use a blue flag-style marker or bar.

If creation fails

Formist removes the optimistic row when the Formist service rejects the request. Check that Subject is present and that any Owner or parent record belongs to the current space, then retry.

Frequently asked questions

What's the difference between a Milestone and an Objective?

A Milestone marks a single important date, shown as an amber diamond on the Gantt. An Objective provides higher-level planning structure, shown as a blue flag or bar, and groups related tasks underneath it.

Why doesn't a new Milestone or Objective show up in the To-do list?

Milestones and Objectives are planning structure, not worklist items. They're visible in Calendar and Gantt, never as rows in the All or To-do tables, which list only plain Tasks.