Skip to main content

Tasks

Tasks help teams manage work while providing visibility to business partners. To foster collaboration, they're visible to all users in the Organization.

Creating A Task​

Tasks can be created from within a comment in a document, from the top navigation bar, or from the vertical toolbar within a document.
task-new-comment

Convert Comment to Task

Task Properties​

Tasks can have the following properties:

  • Due Dates
  • Status: To Do, In Progress, In Review, Completed, or Cancelled
  • Assignee
  • Attachments: A Document related to the task.