Tasks

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

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27 articles in this collection
Written by Andy Biggs, Andi Ancheta, and Lachlan Macindoe
How-tos

Create a list of Tasks

You can add Tasks to Work by clicking on the Tasks tab. Click on Add Item to add a new Task; hitting Enter/ Return will add more items.
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Written by Andy Biggs
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 Andy Biggs
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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 Andy Biggs
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Edit a Task

To edit a Task you'll need to expand it by clicking on it.
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Written by Andy Biggs
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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 Andy Biggs
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Tasklist Automators

Tasklist Automators allow you to apply ‘if this, then that’ rules to task sections in your work items and templates.
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Written by Lachlan Macindoe
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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 Andy Biggs
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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 Andy Biggs
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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 Andy Biggs
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Copying task lists from outside of Karbon

Just copy and paste your task list into an empty task list item row within Karbon, and Karbon will take care of splitting them into tasks.
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Written by Andy Biggs
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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 Andy Biggs
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Commenting on tasks

Comment on a task to bring team members into a conversation, and collaborate on the work that is getting done.
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Written by Lachlan Macindoe
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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
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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

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 Andy Biggs
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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 Andy Biggs
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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 Andy Biggs
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Can I assign a Task to more than one person?

​ No, but you an assign the work to one colleague and the tasks in the work to other colleagues.
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Can I change the name of a Task list?

Yes. To edit the name of a Task list, simply click on the name and it should become editable text.
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Written by Andy Biggs
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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 Andy Biggs
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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 Andy Biggs
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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 Andy Biggs
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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 Andy Biggs
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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 Andy Biggs
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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 Andy Biggs
Updated over a week ago