Create and Assign Tasks

Create and Assign Tasks




Tasks feature allows you to assign tasks to project users and keep track of their progress.

1. Navigate to Tasks

Navigate to the menu bar icon and search Tasks. 

The tasks screen will show all open tasks either raised by you for other project users, or tasks assigned to you by other project users. This way, you can clearly see all outstanding actions that involve you.




Click the New button to create a New Task.


2. Create New Task


Here you can enter the details of the task and who is responsible for the action. 

  1. Click on the Due Date field to open the calendar. Select the due date for this task to be actioned by
  2. Enter a Title
  3. The Job will default to the current project you have selected
  4. You can Assign this task by entering the name of the contact to assign to another user
  5. Enter the Description of the task. Images are able to be pasted directly into this field
  6. Click on Save/Save + Send to finalise and advise the user by email notification
It is optional to add CC's to inform the relevant users.
Users who have been copied will only have access to view the Task, they will not be able to edit or close the Task.
However, they can communicate via the chat log. 

The user responsible for actioning a task will be sent an email notification. They can click on View Task to be taken directly to the relevant task in Commnia. 




Each task allows involved users to Comment in a message style conversation. Click on the icon to display the conversation and to create a new comment. 



The Related Items shows you all dependant tasks that have been forwarded on to other users.
By navigating to Related Items tab and clicking New Related Item will allow you to create a subtask. 



To see how to manage tasks click here.


    • Related Articles

    • Manage Tasks Assigned

      Commnia allows efficiency and transparency of managing open tasks either raised by you for other project users, or tasks assigned to you by other project users. This way, you can clearly see all outstanding actions that involve you and manage ...

    • Create New Site Issue | Desktop

      Here we will show you how to record and manage Site Issues with Commnia. 1. Create New Site Issue Navigate to the menu bar icon and click Site Manager under Quality + Safety. Navigate to New and select Defect from the dropdown list. 2. Complete Issue ...

    • Create and Associate Task with Commnia Email

      Users can create and assign tasks from the Commnia inbox to keep track of their projects. 1. Navigate to Inbox 2. Click the ellipsis (...) 3. Select New Task A new task tab will load, allowing you to create and assign the task. Once you have filled ...

    • Site Manager Category | Create New Issue Types

      From the Site Manager Control Panel, you can create and manage Issue Types used when creating a New Defect or New Site Issue. 1. Site Manager Settings On the far right, click the cog and it will take you to control panel. Click Site Manager and ...

    • Create a New Project

      Purpose Effectively set up, maintain, and add users to your projects in Commnia, fostering seamless collaboration and efficient project management within the platform. Consideration Only Administrators have the ability to create projects Steps 1. ...