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How to Create Tasks

This is a step-by-step guide on how to Create Tasks in the Kristal.AI platform

 

1. How to Create Tasks

  1. Enter the registered email address or Kristal ID of the Client, for whom you wish to create a task
  2. Click on the ‘Tasks’ icon in the left navigation column
  3. Click on ‘New Task’ button
  4. Enter the appropriate information in the required fields and click on ‘Create’

You have successfully created a task!

 

Please Note*

Note 1*

  1. You can see all the tasks assigned to you in the dashboard itself.
  2. You can sort the tasks created and even apply filters depending on how you wish to view the task list.

Note 2*

  1. You can reassign the task to another member of the team. Click on the blue pencil sign next to the assignee and search for a new assignee for the task and click save.

Note 3*

  1. Additionally, you can also drop a comment on the task to keep the assignor updated about the status of the task.
  2. Once you have completed a task, you can change the status of the task from Open to Closed so that it moves out of your tasks queue.