Tasks - the tab of a document

On the Tasks tab, you can work with Tasks at the documents. Here, you can create, assign the existing one, delete, confirm or cancel the individual tasks.

Press Ins key to insert a new task.

Press Shift + Ins to insert the already existing task.

It is possible to delete the marked task by Delete key.

For change the existing task open the marked task and go into the Change mode by means of F5 key.

Only unconfirmed task can be assigned to the documents IS K2 by this way. You can also replace the document that is assigned to an unconfirmed task. Some fields of a creating task are automatically pre-filled when creating tasks from the documents K2 IS of the various modules, eventually Contact Persons or Partners. But they can be different according to a document from that the task has been created.

Each task can be linked up with one document in the K2 IS only. However it is possible to link up one document with more tasks. The exclusion are Contact persons and Partners, which you can link with a task independently on the document. You can monitor the tasks, that are linked with a Contact person or with a Partner, on a special tab on 2nd page of these cards.