# New

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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://fieldworker.gitbook.io/fieldworker-docs/fundamentals/pages/new.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.