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 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.

Reassign a task
  1. To reassign a task, select Reply arrow in an existing thread and type @ to add a user. A checkbox appears to assign the user and convert the comment to a task.
  2. Select the Aassign to @ user checkbox.
  3. Select Assign .
The user receives an email notification informing them a task is assigned.

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 tick at the start of the thread.

If you are the assignor, select more at the start of the thread, and then select Mark as resolved .

Delete a task

To delete a task, select more 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 more and then Delete comment .