Click "Add" menu icon (1) in the Task Manager top toolbar and select "Task" or "Issue" menu item (2):

Populate or select necessary data.

Type - choose Type (3) of the task (Task or Issue).

Float Issue - turn on (4) if you want to create a Task/Issue not specific to any particular flow instance, but related to some record.

The following properties are depending on "Float Issue" switcher state.

For Float Task/Issue:

• Select Object (5) and it's Record (6) to relate task/issue to:

For non-float task/issue:

• Select a Process (7). This also will populate "Object" lookup with names of records which selected process instance is started on.
• Select an Object (8). This also will populate "Step" picklist with steps existing in the selected process instance.
• Select a Step (9) to associate task/issue with particular step, or leave this field with default "[All Steps]" value to make task/issue be related to the whole process.
• Turn a Lock Workflow (10) switcher on, if you want to block further proceeding/approving/rejecting of process instance steps. They will became unlocked after task/issue will be completed or deleted.

The next properties are the same for both float and non-float tasks and issues.

Subject - provide task/issue subject (11)

Description - provide description (12) if needed

Assign To - choose task/issue assignee (13). Only one user can be assigned.

Priority - select task/issue priority (14)

Due Date - provide date (15) task/issue is expected to be finished at

Layout - allows to select task/issue layout (16)

Layouts are the same as for process steps and can be Standard, Work Relay Form or VisualForce Page.

• Standard layout has no settings and will be shown in default view mode only.
• Form layout has these settings: "Mode" (17, View or Edit), "Form" (18, must be selected) and "Layout Parameters" (19) that can be configured with the help of Field picker (20) and System Variable picker (21).
• Visualforce Page layout has these settings: "Visualforce Page" (22) that must be selected and "Layout Parameters" (23), that configured with the same way as for Form Layout type.

Tasks and Issues can have up to 4 available buttons that will allow to do Accept, Restart, Hold and Complete actions with them. These buttons can be configured in the bottom of task/issue creation form:

• "Enable" checkboxes (24) - use them to enable necessary buttons that will be displayed on task/issue (available starting Work Relay 4.1 Release)
• Label - user can change text (25) shown on buttons
• "Require comment" checkboxes (26)- check for those buttons where user's comment should be required
• Before Handler - configure it if Global Action or Global Action Group should be executed before issue status update. Click the proper field (27) to show a proper form in the popup (28). Select Global Action or Global Action Group  from the list (29), and pass parameters if needed (30). Use field picker (31) and System Variables picker (32) for assistance.

Related Task/Issue is the same entity as generic, but is shown as a child for one of them. To add a Related Issue, first open details of existing one (that will became a parent) - click on existing Task/Issue card and go to "Tasks/Issues" tab (33). Then click a "Create Issue" button (34):

The Task/Issue creation form (35) will be shown in popup. This form is the same as for generic Task/Issue, but it will not contain Process and Object fields (as far as "Float Issue" switcher) because it will inherit these properties from the parent task/issue:

Select another step (36) if necessary, and configure other settings as for generic task/issue.