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 ones, delete, confirm or cancel the individual tasks.

Press the Ins key to insert a new task.

Press the Shift + Ins to insert the already existing task.

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

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

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

Each task can be linked up with only one document in the K2 IS. However, it is possible to link up one document with more tasks. The exceptions 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 the 2nd page of these cards.