Help Centre / Taken / Create and assign a task

Create and assign a task

Video walkthrough: Manage tasks and documents

Use this task to create and assign a task in the current Klusaro workspace.

Before you start

Open Klusaro as a user with access to Taken.

Steps

  1. Open Taken.
  2. Select New Task.
  3. Enter title, category, due date, and status.
  4. Link the job and worker when relevant.
  5. Select Save Task and confirm the row.

Screenshots

Show linking

What happens next

The updated state appears in Klusaro and can be reopened for confirmation.

Useful notes

When practising, use information you are authorised to enter.

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