---
alias: user-guide-create-protocol-instance-tasks
description: "Create Protocol Instance Tasks allows users to initiate and manage tasks within a system"
---

# Create Protocol Instance Tasks

:lock: ProtocolInstance.**Open**

:lock: Task.**Create**

## Overview

This operation is used to create **Protocol Instance** Tasks.

## Setup

No special setup is required other than to meet the preconditions of the transaction.

## Preconditions

* Protocol instance exists, is active and is in the system state Open.
* Protocol State AllowTaskRelease is `true`.
* If a state role is defined, the user must belong to that role.

## Sequence of Steps

### Step 1

1. In the **Details** view, Open the **Protocol Instance** and select the button **Create Task**.
2. Enter a **Title** for the task.
3. Select an Employee **Owner** for the task.
4. Select a **Priority** for the task (defaults to Medium).
5. Select a **Due Date** for the task.
6. Optionally, enter a **Description** for the task.
7. Optionally, select the **Latest Protocol State Completion** for the task.

    !!! note
		If defined, you can move forward in the protocol states, but you cannot move beyond the state that is referred in the current task without completing the task itself.

8. Optionally, select a **Data Group** for the task.

    !!! note
		For details on **Advanced Options** and other task-related information, see [Create Task](../../task/create_task.md) in the **Task** entity.

9. Optionally, enter a comment.
10. Select **Create** to complete the operation.

![Screenshot showing a UI element labeled "Create" in the context of creating a protocol instance task.](../images/create_protocol_instance_task.png)

!!! note
	The task will change from Created to Released.

!!! note
	Task approval definitions are defined in [State Settings](../../../../business-data/protocol/create_protocol/#step-5-state).