# Questions? We have answers.

## Summary

Creating **tasks** allows you to streamline your investigations by focusing on specific entries of interest. Tasks are shared across the engagement through the _[Audit plan](https://support.mindbridge.ai/hc/en-us/articles/360056330814)_, where they are stored and managed, and can be accessed by anyone with access to the engagement.

Learn how to [create new tasks](https://support.mindbridge.ai/hc/en-us/articles/360058198613-Create-a-task-for-the-Audit-Plan#01FPZA74A4D5THTTRVMDHFVP2C) for your engagement's _Audit Plan_.

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## Go to the Data table tab

1. Select the **logo** in the MindBridge [sidebar](https://support.mindbridge.ai/hc/en-us/articles/360056334994). You will go to the _Organizations_ page.
2. Select **View** in line with the desired organization, or click anywhere in the organization row. You will go to the _Engagements_ page.
3. Select **View** in line with the desired engagement, or click anywhere in the engagement row. You will go to the _Data_ page.
4. Select **View Analysis** in line with the desired analysis. You will go to the analysis results.
5. Select the **Data table** tab.

**Tip:** If you are already in an analysis, open the **Analyze** menu (  ) within the sidebar, then select the name of the analysis you want to see and go to the **Data table** tab.

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## Create an _Audit Plan_ task

**Note:** The data table defaults to displaying entries. To see transactions, open the **View** menu at the top of the table and select **Transactions**.

You may create a task for one or more entries or transactions at a time. Once created, the data table will use the _Status_ column to display the [task status](https://support.mindbridge.ai/hc/en-us/articles/360058193453) of each entry and transaction with a task assigned to it.

- To create a task for a _single entry or transaction_, open the **more actions menu** (  ) in line with the intended transaction or entry, then proceed to step 1 below.

**Note:** If you expand a transaction, you can also use the **create task** icon (  ) next to an entry to create a task for it.
- To create a task for _multiple entries or transactions_, check the boxes to the left of each desired entry or transaction, or check the box on the left side of the header row to select all of the tasks on the page. A bulk action bar appears when a checkbox is selected. If you want to select all of the tasks available across all pages, use **Select all**.

When you are satisfied with your selections, open the **Actions** menu in the bulk actions bar then proceed to step 1 below.

1. Select **Create task**. A form window appears.
2. Select an **Audit area** from the menu, or enter your own then press **enter/return** on your keyboard to save it as an option for future tasks.
3. Optionally:
   - Enter or select a **sample name** to add the task to a sampling group. When [creating samples](https://support.mindbridge.ai/hc/en-us/articles/360056334874), you will be able to select this group to prioritize it in sampling.
   - Enter or select one or more **assertions** to add the task to a category of your choice.
   - Add a **description** to explain the purpose of the task.
   - Select an **assignee** to handle oversight of the task.
4. To remove selections within a field, use the **X** icon to the left of each item you want to remove.

To remove all selections from a field, use the **X** icon on the right side of the desired field.
5. When you are satisfied, select **Create** **task(s)**. The new task(s) will be added to the _Audit Plan_ page, and you will go back to the _Data table_ dashboard.

Select **Cancel** at any time to discard the task and go _Data table_

**Tip:** Learn how to [edit tasks](https://support.mindbridge.ai/hc/en-us/articles/360056334814), [delete tasks](https://support.mindbridge.ai/hc/en-us/articles/360056334834), [change a task's status](https://support.mindbridge.ai/hc/en-us/articles/360058198573), and [export your _Audit Plan_](https://support.mindbridge.ai/hc/en-us/articles/360056330814-Audit-plan-management#h_01FCXCCSE5DKAEJCNWP11BVT4S).

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Anything else on your mind? [Chat with us](https://login.mindbridge.ai/idp/login) or [submit a request](https://support.mindbridge.ai/hc/en-us/requests/new) for further assistance.