---
title: "Tasks Introduction"
url: "https://help.karmaaxis.com/1/the-karmaaxis-manual/4/tasks-introduction"
---

# 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.

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## 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:
1. When creating a new task, click on the **"Assigned to"** field.
2. From there, either select a person from the dropdown menu or type their name to find and choose them.

#### Reassigning a Task:
1. Once a task has been created, click the current **Assignee's** profile icon (thumbnail) at the top left.
2. You'll see fields to select a new **Karta**, add a reason for the change, and click **Update Karta** to confirm.

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### TL;DR:

Use tasks to turn thoughts into action. Add tasks easily, assign responsibly, and keep your team in sync without chaos.