---
updatedAt: 2025-09-24T20:46:43.000Z
agentTools:
  projectIndex: https://docs.quable.com/v5-EN/llms.txt
---

# Creating and Assigning Tasks to Collaborators

> 📘 **Learning Objectives:**
>
> * Understand the importance of tasks for collaboration
> * Learn how to create tasks
> * Get familiar with tracking and reviewing tasks

***

Quable PIM offers a task management feature that allows contributors to inform other contributors, or groups of contributors, about specific tasks to be completed. This feature provides a simple and effective solution for optimizing collaboration in enriching product sheets.

To access it:

* Click on the **Tasks** button from the dashboard, or
* Click on the **Tasks** tab from a product sheet.

***

<br />

# Creating a Task from the Dashboard

1. Click on the **Tasks** button from the dashboard.

   <Image alt="Capture d’écran 2024-10-24 à 15.05.31.png" align="left" width="50% " src="https://files.readme.io/dd39896701b26946ae5df863f9248e1a2e9b5eeb5f6650edd2da4a1f7a2fa96e-Capture_decran_2025-03-11_a_15.24.44.png" />

2. You will then access the task manager. Click on the **+ Create Task** button to open the task creation form.

   <Image alt="Capture d’écran 2024-10-24 à 15.37.38.png" align="left" width="50% " src="https://files.readme.io/42099311a8dc3f0207012828a8e6b38893d69d0f99afb1c844d0dc8d2f69dd90-Capture_decran_2025-03-11_a_15.25.04.png" />

3. Enter the following details to define the task:

   * **Object** (required): e.g., “Fill in the *Short Description* and *EAN Code* attributes”
   * **Link a document**: e.g., a specific product sheet
   * **Category** (required): Select from the available categories
   * **Assign to** (required): Enter the name or role of the contributor or group to whom you are sending the request
   * **Urgent:** Enable this option to mark your request as urgent
   * **Message:** Provide detailed instructions for the contribution

4. Click on the **Create** button to assign and send the task to the recipients.

> 👍 **Notifications**
>
> The recipients will receive a task notification in the Quable PIM interface. By accessing the task, they can complete the requested actions and respond directly to the task creator.

> 📘 **Good to Know**
>
> The **task categories** available depend on the settings defined by your administrator.

***

<br />

# Creating a Task from a Product Sheet

1. Click on the **Tasks tab** from a product sheet to access the task section specific to that product.

2. Click on the **+ Create Task** button to open the task creation form.

   <Image alt="Capture d’écran 2024-10-24 à 16.06.36.png" align="left" width="50% " src="https://files.readme.io/67c26be003f8316375ea76940c223dbb053ff77694cde2b6bc7b96500801df37-Capture_decran_2025-03-11_a_15.25.50.png" />

3. The task creation form will open. Follow the same procedure as described earlier to create the task.

> 👍 **Linking a Document**
>
> When creating a task from a product sheet, the task is automatically linked to that product sheet, and the **Link a document** field is pre-filled.

***

<br />

# Receiving and Reviewing a Task

As a contributor, you may receive tasks created by others and assigned to you. When a task is assigned to you, you will receive a notification in your notification center.

1. Access the task manager to track all tasks you are involved in.

   <Image alt="Capture d’écran 2024-10-24 à 16.08.42.png" align="left" width="50% " src="https://files.readme.io/ef6da4967833f7bac93e4be6fb18b2e42e718210e5cc8192fbad172dc72e7bc2-Capture_decran_2025-03-11_a_15.25.04_copie.png" />

2. In the task manager, tasks progress through different stages, indicated by color codes:
   * **Blue**: Task resolved
   * **Green**: New task
   * **Yellow**: Task in progress
   * **Gray**: Archived task

3. Click on a task to open it and review the request details. You can send a comment directly to the task creator using the text input field.

4. Click on **Switch to "In Progress"** to indicate that you are handling the request.

5. Complete the requested contribution.

6. Once the contribution is completed, click on **Switch to "Resolved"** to indicate that you have finished the request.

> 👍 **Task Follow-ups**
>
> After your contribution, even if you mark the task as completed, the task creator may return it with additional requests. Check the task and comments to review any follow-up requests.

***

<br />

> 📘 **Summary**
>
> * Quable PIM facilitates collaboration through the task management feature.
> * Tasks can be created from the dashboard or from a product sheet.
> * The task creation form includes both mandatory and optional fields.
> * Contributors receive notifications for assigned tasks.
> * The task manager uses color codes to track progress.
> * Contributors can comment and update the status of tasks.

<br />

***

<br />

# Next Chapter

🎉 **Congratulations!** You have completed the course **"Creating and Assigning Tasks to Collaborators."** Continue your learning journey by exploring the next module in the [Translator Training Program](https://docs.quable.com/v5-EN/docs/translator-training).