How do I create a task from a document?

You can create tasks for a document. For this, you have two options.

Option 1:

Select the document from which you want to create a task.

Under the tab Document preview, you will find the button "Create task".

Option 2:

By clicking on the three dots, you will see all the possibilities that are possible for this document. Here you can also create a task from a document.

Create the task:

You can create the task from your document by giving a title & details, setting a deadline for the task, assigning who is responsible for the task and assigning it to a category.

After creating the task, you can go directly to Tasks or close the window.