Tasks

All answers to help you efficiently manage, assign and copy a list of tasks pertinent to a piece of work.

Lachlan Macindoe avatar Andi Ancheta avatar Erin Jamison avatar
26 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, and Erin Jamison
How-tos

Create a list of Tasks

Learn how to easily create a list of tasks for a work item
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Written by Erin Jamison
Updated over a week ago

Create, edit and copy work tasks

Tasks provide the recipe of what is done, when it is to be done, how it is to be completed, and who is responsible each step.
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Written by Andi Ancheta
Updated over a week ago

Add a Task

You can add the first item by clicking on Add Item. From then onwards, every time you hit the return Key, a new Task will be created.
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Written by Erin Jamison
Updated over a week ago

Edit a Task

To edit a Task you'll need to expand it by clicking on it.
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Written by Erin Jamison
Updated over a week ago

Delete a Task

If you want to remove a task from a checklist or work item, you can easily delete it.
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Written by Erin Jamison
Updated over a week ago

Arrange and reorder Tasks

You can rearrange Tasks by dragging and dropping them in the position you’d like them to be. You can also create sub-tasks.
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Written by Andi Ancheta
Updated over a week ago

Removing due dates

Simply click on the date you would like to remove and select "No date" from the drop down.
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Written by Erin Jamison
Updated over a week ago

Copying a task list from within Karbon

You can easily copy a task list (or task list section) across clients.
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Written by Erin Jamison
Updated over a week ago

Copying task lists from an external source

Just copy and paste your task list into an empty task list item.
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Written by Andi Ancheta
Updated over a week ago

Add a new section to a Task list?

You can break up any Task list into categories by adding sections. Select ‘Add section’ from below your Task section or the Task menu.
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Written by Erin Jamison
Updated over a week ago

Notifications of updates or comments on a task

Karbon users receive a Triage notification when a new comment is added to a task they are involved with.
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Written by Lachlan Macindoe
Updated over a week ago

Uploading a file to a task

Documents can be uploaded to a task's description.
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Written by Lachlan Macindoe
Updated over a week ago
FAQs

How far out do tasks get created?

You have the option to create your tasks one day before the start date to one year before the start date.
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Written by Erin Jamison
Updated over a week ago

Can I comment on a Task?

Yes, you can add comment on any work item task or sub-task.
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Written by Erin Jamison
Updated over a week ago

Can I reassign Tasks?

Yes, you can reassign a Task as many times as you want. Click on the current assignee’s avatar, and choose “Assign to colleague”.
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Written by Erin Jamison
Updated over a week ago

What happens if I paste numerous Tasks at once?

If you paste 3 lines into a Task list, Karbon will ask you whether you’d like to keep this as one item or split it into different items.
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Written by Erin Jamison
Updated over a week ago

Can I assign a Task to more than one person?

​No, you cannot assign a single task to multiple people.
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Written by Erin Jamison
Updated over a week ago

Can I change the name of a Task list?

By clicking on the task list name, you can rename the title
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Written by Erin Jamison
Updated over a week ago

Can I bulk update Tasks?

Yes, you can assign or update the dates for all items in a Task section.
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Written by Erin Jamison
Updated over a week ago

How do Task due dates work?

Because Tasks are part of a piece of work, there are 2 options to set the due date.
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Written by Erin Jamison
Updated over a week ago

How do I know when a tasklist Automator has triggered?

When a tasklist Automator has triggered, it will appear with a with a horizontal line through their center.
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Written by Lachlan Macindoe
Updated over a week ago

Why don't I get a triage notification when a Task is assigned to me?

Unlike other types of to-do items, a Task won’t trigger a Triage notification when it is assigned to you or a colleague.
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Written by Erin Jamison
Updated over a week ago

What actions can I do from the Tasks options menu?

You can Assign to me, Assign to colleague, Add item below, Add section below, Edit, Copy & Delete.
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Written by Erin Jamison
Updated over a week ago

What happens when a colleague updates a Task while I'm looking at it?

If a colleague makes any changes to a Task at the same time as you are looking at it, you’ll be notified with real-time updates.
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Written by Erin Jamison
Updated over a week ago

Can I unassign a task?

Yes, you can un-assign the item. Just click on the item to expand it and display the assignment panel.
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Written by Erin Jamison
Updated over a week ago