Creating Tasks

From a Comment Thread

On most pages within Kertos, it is possible to leave comments on input fields as indicated by the "Comment"-symbol shown when hovering the cursor over one of the sections that you can fill out.

1. Click the Comment-Button.

2. Enter “@” into the textbox and begin to write the name of the colleague you want to tag. If he/ she is registered on the platform, the name will appear in a drop-down. Select the name and write your message next to the name.

3. Tick the “Create task” box.

4. Click “Create”.

5. A preview of the task that is created, attached to the created comment.

6. Click on the Linked task to open the detail view.

7. Supplement the task with additional information:

• Description: Further information about the task.
• Assignee: You can change the Assignee here.
• Due Date: The deadline for a task.

8. Click “Save”.

From the Task Overview

1. Click “New Task”.

2. Fill out the task details as described here.

3. Click “Save”.