Documents 1 min read

Notes, tasks and comments on a document

What it is and what it is for

You record on the document what needs to happen. A note is a remark. A task has an assignee, a deadline and a priority. On a task you can ask questions and mention colleagues.

How to do it

  1. Open the document and go to the Activities tab.
  2. Click New. The dialog “Create note or task” opens.
  3. Choose Note or Task.
  4. For a task, set Who must complete this?: Me, User, Group or Unassigned. Set the deadline and priority.
  5. Save.
  6. To ask a question, write in the task under Questions and comments. Use @ to mention a person or group. Click Save.
  7. When the task is done, click Complete task. You can add a completion comment.

Good to know

  • People you mention are notified. Without a mention, the assignees and participants are informed.
  • Use the filters All, Notes, Tasks and Action Required to keep track.
  • Through the API and the MCP server there are also comment threads on documents that you can mark as resolved.