Tasks

Kladana has a simple build-in task management module so you do not need an extra app to delegate and coordinate work in your team. You and your teammates can assign tasks to each other and track their progress. You confirm the task completion by selecting the Done checkbox in the task preferences.

Make sure your teammates enable task notifications so they won’t miss a thing.

• Create a task
• Types of tasks
• Discuss a task

Create a task

1. In the Kladana workspace, select Tasks.
2. Click +Task.
3. Describe things to do.
4. Select a team member to assign a task to.
5. If needed, set task additional preferences:
   • Specify a due date on a task
   • Link a contact or transaction
   • Add a file attachment by clicking
6. Click Save.

To save your time, you can also set automatic task creation in Workflows.

Types of tasks

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Discuss a task

You can discuss a task performing right in the task preferences. Comments allow you to ask questions, provide updates and keep all information to get the stuff done in one place.

1. In the Kladana workspace, select Tasks.
2. Select a task you want to add a comment on.
3. In the Notes section, write your questions or comments.
4. Click Send.