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Klokka guide

Tasks assigned to me and to others

A task is something to do with a «Due date», not a block of hours. It answers “who is doing what, and are they on time?”.

It sits in the left-hand menu under «Agenda», «Tasks» tab at the top of the page. Inside it has three sub-tabs: «My tasks» (the ones assigned to you), «Others’ tasks» (the ones you assigned, with the status of each) and, for those leading a team, «Team performance».

Assigning one

To assign a task you need to:

  1. Click the blue «Assign task» button at the top right.
  2. In the «New task» window that opens in the middle: in the first tab, «Info», the «Title», the «Due date» and, under «Assignees», two cards — «To yourself» and «Assign to others», which opens the colleague search (if you pick more than one, a task is created for each).
  3. «Next»: in the second tab, «Details», client and project if you want to link them. Then confirm.

The same works from the agenda: in the Day view, at the bottom of the list, «Create assignment with deadline here».

The statuses

«Open» → «In progress» → «Done», or «Cancelled». You change them: clicking the task in the list opens its page, and at the top right are the buttons — «Complete», «Reopen», the pencil «Edit», and the bin «Delete task». It moves to «In progress» on its own when you start the timer on it. A task still open past its deadline shows the delay in red next to the date, in the «Delay» column: it is what stands out at a glance in the lists.

Task and hours are two things

The task says what has to be done and by when. Hours you log as usual. If you want to link them, on the task’s page there are two buttons: «Start timer» (it starts already with the task’s client and project) and «Plan» (it puts the item in the agenda on the day you choose).

If you cannot see tasks

It is a part that each organisation decides whether to use, and seeing other people’s tasks is a separate right from seeing your own.

Questions this guide answers

  • where do I see the tasks assigned to me
  • how do I assign a task to a colleague
  • how do I see whether a task is late
  • how do I mark a task as done
  • where is the tasks page