Introduction to Tasks
Tasks in KarmaAxis help you turn ideas, responsibilities, and follow-ups into clear, trackable actions. Whether you’re assigning work, gathering references, or noting discussion points, tasks serve as a reliable container for everything you need in one place—no more lost details in emails or WhatsApp groups.
Each task can carry: Clear ownership (Assignee, or Karta)
Collaborators (CoActors) for teamwork
Attachments, links, comments, and updates
Deadlines and subtasks
Use tasks to simplify day-to-day work—whether part of a larger project or a standalone to-do.
Say hello to streamlined task management with KarmaAxis!
How to Create a Task
You can create a task from multiple places in KarmaAxis. Here are several easy ways:
Top Navigation – Create Menu
- Tap the ‘+ Create’ button in the top navigation bar.
- From the dropdown, select ‘Task’.
Floating Button (Bottom Right)
- Tap the blue ‘+’ icon at the bottom-right corner of the screen (available on Home and Task pages).
- This opens a new task form instantly.
List View – My Tasks Page (Top Bar Input)
- Navigate to the My Tasks page in List View.
- Type your task name into the input field at the top (“Describe what needs to be done”).
- Click ‘Add Task’ to save it.
Quick Add Task (Inside Sections) When viewing tasks by Heading, Assigned To in My Tasks or Assigned To in Delegated Tasks or All Tasks:
- Tap the ‘Quick Add Task’ button under that heading or user group.
- Enter the task name and save.
Inside a Karma
- Go to the Karma.
- In the Tasks section, tap the ‘+’ icon.
- You’ll see Quick Add Task buttons below a Karma member.
- Just describe the task and tap Create.
Left Sidebar (Task Shortcut)
- On the left sidebar, hover over ‘Tasks’ and tap the small ‘+’ icon next to it.
- This opens the Task Creation screen directly.
Assign a Task
Every task in KarmaAxis has one person who is fully accountable / responsible for it, called the Assignee (or Karta). But you can also include other team members as CoActors. Here's how it works:
- The Assignee is the primary person responsible for completing the task.
- The task Creator, Assignee, and any CoActor can all view the task.
- The task Creator and Assignee can edit all aspects of the task.
- CoActor can add or complete subtasks, post messages, and attach files or expenses.
- All CoActors get notifications whenever updates are made to the task.
Tasks assigned to you will show up in your My Tasks section. Tasks where you are listed as a CoActor will appear in your Co-Act Tasks section.
To assign or reassign a task, follow these steps:
Assigning a Task:
- When creating a new task, click on the "Assigned to" field.
- From there, either select a person from the dropdown menu or type their name to find and choose them.
Reassigning a Task:
- Once a task has been created, click the current Assignee's profile icon (thumbnail) at the top left.
- You'll see fields to select a new Karta, add a reason for the change, and click Update Karta to confirm.
TL;DR:
Use tasks to turn thoughts into action. Add tasks easily, assign responsibly, and keep your team in sync without chaos.