1. Kladana
  2. How Kladana works
  3. Useful tools

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

  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. Specify a due date on a task if necessary.
  6. Choose the task type if necessary. Task types should be configured by the administrator in advance.
  7. Link the task with a counterparty or a transaction if necessary.
  8. Click значок_ссылка.png to attach a file.
  9. Click Save.
    create task.png
  10. Add a comment to the task if necessary. Enter text in the field and click Write. You can also click значок_ссылка.png and attach up to 20 files to the comment. add a comment to the task.png
  11. Check the Done checkbox when the task is finished.

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

Types of tasks

If you have many tasks, you can categorize them into types. The task type needs to be specified when creating a task. This helps prioritize tasks, track their current statuses, simplifies the task search, and facilitates communication among employees. For example, you can create task types based on:

  • Content (Call, Meeting, Documentation),
  • Priority (High, Medium, Low),
  • Status (New, In Progress, On Hold, Done),
  • Additional categories (VIP Client, Negative Feedback, Lead).

Before working with task types, you need to add them in the task settings. Only administrators can add and edit task types.

  1. In the Kladana workspace, go to the Tasks section.
  2. Click Screenshot 2023-10-13 at 08.16.47.png.
  3. In the opened window, click +Task type to add a new type. Enter the name and choose a color. You can also edit existing types.
  4. To change the sequence of types in the list, click Screenshot 2023-10-13 at 08.20.54.png.
  5. Click Save.
    add task types.png

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.