Comments and Collaboration Using tasks
Applies to : Costing Standard from 12.11.5 and later
The tasks feature allows users to have actionable conversations by enabling users to create comments and assign specific users tasks to complete. Tasks can be assigned to one individual at a time and can be used on private or public threads.
Assign a task
To start a task, add a comment and determine if you
want the comment private or public. For more information, see
Using comments and Private Commenting Feature
.
Enter your comment and type @ to add a user.
A checkbox appears to assign a user and convert the comment to a task.
Select the Assign to @ user checkbox.
Select Assign .
The user receives an email notification informing them a task is assigned.
- To reassign a task, select Reply
in an existing thread and type @ to add a user. A checkbox appears to assign the user and convert the comment to a task.
- Select the Aassign to @ user checkbox.
- Select Assign .
Resolve a task
Only assignees or assignors can resolve a task.
To resolve a task, do one of the following:
If you are the assignee, select Resolve
at the start of the
thread.
If you are the assignor, select at the start of the
thread, and then select Mark as resolved .
Delete a task
To delete a task, select at the start of the
thread.
Select Delete thread .
Users who are not the assignee or the assignor can also delete their comments in the task's
thread by selecting and then Delete comment .