> For the complete documentation index, see [llms.txt](https://fieldworker.gitbook.io/fieldworker-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://fieldworker.gitbook.io/fieldworker-docs/fundamentals/pages/new.md).

# New

Getting new data in the system.

The [New](https://dev.fieldworker.ai/new) page is the central engine for data entry in FieldWorker, providing a high-speed "Quick-Add" bar and a structured wizard for task creation. This page ensures that every piece of data—from a single location to a complex workflow—is correctly categorized and linked to the right entity. The page (accessible via the `+` icon or the [New](https://dev.fieldworker.ai/new) menu) is the primary data entry screen for  FieldWorker. It is designed as a multi-step wizard that ensures all required information is captured before a task is dispatched to the field.

#### 1. Task Creation Wizard: Basic Details

The first stage of the [New Task](https://dev.fieldworker.ai/new) form focuses on the core identity and categorization of the work:

* Task Title (\*): A mandatory field to define the specific activity (e.g., "Monthly Wellness Check" or "Initial Assessment").
* Task Description: An optional area to provide detailed instructions or context for the field staff.
* Project (\*): A critical dropdown that links this task to a specific [Project](https://dev.fieldworker.ai/projects). This selection determines which [Customers](https://dev.fieldworker.ai/customers), [Payers](https://dev.fieldworker.ai/billing), and [Locations](https://dev.fieldworker.ai/locate) are available for the task.
* Task Prerequisite: Allows you to define if another task must be completed before this one can start (defaults to "No Pre Req").
* Type of Task (\*): Categorizes the work (e.g., EVV, Administrative, or Assessment), which dictates the specific [Forms](https://dev.fieldworker.ai/forms) or data-collection rules that will apply.

#### 2. Form Navigation (Three-Step Process)

The creation process is broken into multiple logical tabs to prevent information overload:

1. Basic Details: (Currently active) Defines *what* the task is and *which* project it belongs to.
2. Date & Location: Configures *when* the task occurs and *where* the staff member must check in.
3. Final Details: Allows for the assignment of specific [Employees](https://dev.fieldworker.ai/scheduler) and any final attachments or checklists.

#### 3. Global Quick-Add Header

While the main screen focuses on New Tasks, the header contains a row of icons that allow you to quickly initiate other data-entry workflows from anywhere in the [New](https://dev.fieldworker.ai/new) section:

<table data-header-hidden><thead><tr><th width="130.0869140625"></th><th width="86.5960693359375"></th><th></th></tr></thead><tbody><tr><td><strong>Entity</strong></td><td><strong>Icon</strong></td><td><strong>Functionality</strong></td></tr><tr><td>Project</td><td>[ <em></em> ]</td><td>Establish a new care plan, link a payer, and set billing rates.</td></tr><tr><td>Task</td><td>[ <em></em> ]</td><td>(Default) Schedule specific field activities or administrative work.</td></tr><tr><td>Client</td><td>[ <em></em> ]</td><td>Register a new customer/patient and their demographic details.</td></tr><tr><td>Vendor</td><td>[ <em></em> ]</td><td>Add a third-party organization, facility, or partner agency.</td></tr><tr><td>Form</td><td>[ <em></em> ]</td><td>Design custom data-collection templates for field use.</td></tr><tr><td>Location</td><td>[ <em></em> ]</td><td>Register a new geofenced address for EVV verification.</td></tr><tr><td>Document</td><td>[ <em></em> ]</td><td>Upload external files (PDFs, images) directly to the system.</td></tr><tr><td>Referral</td><td>[ <em>📋</em> ]</td><td>Intake new leads or service requests from external sources.</td></tr><tr><td>Workflow</td><td>[ <em></em> ]</td><td>Sequence multiple tasks into an automated service pipeline.</td></tr></tbody></table>

#### 4. Integration with the Platform

Data entered on this page serves as the foundation for the rest of the app:

* [Scheduler](https://dev.fieldworker.ai/scheduler): Once a task is created, it populates the calendar for dispatching.
* [Locate](https://dev.fieldworker.ai/locate): The location data entered here is used to verify the purple GPS pins during field check-ins.
* [Billing](https://dev.fieldworker.ai/billing): The "Type of Task" and "Project" links ensure that the work is eventually billed to the correct [Payer](https://dev.fieldworker.ai/billing) at the right rate.

> Note: Always ensure the Project (\*) field is filled correctly, as it acts as the "anchor" for all billing and compliance data downstream.