I. Intro
Tasks can be created in various ways. You can create tasks in Lark Tasks, Messenger, or Docs, setting details such as task content, deadlines, reminders, grouping, and sub-tasks. You can also assign tasks to yourself or others.
Additionally, you can convert one or more messages from a chat into tasks, or quickly turn the content of an email into a task.
II. Steps
Create tasks in Tasks
- Click Tasks in the left navigation bar of the Lark desktop app to open Tasks. There are three ways to create tasks:
- Method 1: On the Owned page, click New Task in the upper-left corner.
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- Method 2: Hover over New Task in the upper-right corner and select New Task.
- Note: You cannot perform this method on the Activities page or in an open task list.
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- Method 3: On the Owned page or in a task list, click New Task under a group.
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- When creating a task, you can set the following details in sequence:
- Task title: We recommend you create a summary of the task.
- Task owner: Assign owners for tasks and their sub-tasks. You can add multiple owners for a task and set whether the task needs to be completed by one or all owners.
- Task grouping: Add a task you own to an existing or new group (or section) for easier management.
- Due date and time: Click Today, Tomorrow, or Other to quickly set a deadline for the task. If you need to set a specific time, click the task's due date, select Add time, and modify as needed.
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- Reminder If the task has a specific due time set, the reminder time defaults to 30 minutes before the task's due time. If only the due date is set, the reminder time defaults to 6:00 PM on the due date. Click the current reminder time to modify it.
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- Recurring task: Set a recurring cycle for the task. For example, you can set the task to reopen on a monthly basis if the same task needs to be completed each month.
- Task description: Add relevant information about the task.
- Sub-tasks: Add multiple sub-tasks to a larger task to make it easier to manage and track task progress.
- Attachment: Upload attachments to make task information more detailed.
- Subscribers: Add members who need to know about the progress of the task. These subscribers will receive notifications when the task is completed.
- After filling in the task information, click Create. The task is now visible in Tasks.
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Create tasks in chats
You can create tasks in private or group chats.
Method 1:
- Click the + More icon in the lower-right corner of a chat and select Tasks.
- Fill in the task information, including the task title, task owner(s), due date, and more.
- Choose whether to select Send task to the chat, and then click Create.
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Method 2:
- Click the ··· icon in the upper-right corner and select View Tasks.
- Click Add task and fill in the task including information, the task title, owner, due date, and more.
- Click Create and Send.
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Convert messages into a task
In a private or group chat, you can convert messages into a task. Text messages, voice messages, event cards, message cards, polls, and more can all be converted into tasks.
- To convert a message into a task, hover over a message, click the ··· icon next to the message, and then select Add Task.
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- To convert multiple messages into a task, hover over a message, click the ··· icon next to a message, and select Multiselect. Select all target messages and then click Add Task in the toolbar.
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In addition, you can view created tasks on the Tasks page or in the chat task list. You can also click the chat name next to Created in chat to jump back to the original chat from which the task was created.
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Create tasks in topic groups
If you have received an assignment or are notified to complete something in a topic group, you can click the ··· icon in the upper-right corner of the topic and select Add Task to convert the message into a task.
After creating the task, it can be viewed on the Tasks page. You can click the group name next to Created in chat to jump back to the original topic group.
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Method 1: Hover over the + toolbar and select Todo in the menu that appears. Enter the task title and click the Sync to Lark Tasks icon on the right.
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Method 2: Hover over the + toolbar and select Todo in the menu that appears. @Mention a member, select Add as owner and create task, and click Confirm. This will automatically sync the task to both you (the creator) and the owner in Tasks.
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Create tasks from emails
Platform requirement: Creating a task in Lark Mail can only be performed on the Lark desktop app.
- Open the email, select the text, and right-click.
- Click Add Task in the menu and the task creation window will appear with the selected task added as the task name.
- Set the owner, deadline, and other task details as needed, and then click Create.
A prompt will appear after you successfully create the task. You can click View Details in the prompt to open Lark Tasks.
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III. FAQs