Learn how tasket automatically creates tasks from your documents and helps you manage your workflow efficiently.
When documents are processed, tasket automatically creates tasks based on document content and type. This means you don't need to manually create tasks - the system does it for you!
Note: Tasks are only created for documents that contain actionable information. Not all documents will generate tasks - only those that require action.
Tasks are automatically assigned priorities based on document content. You can also manually change priorities if needed:
Assigned when invoice amount is over $10,000, due date is within 7 days, or document requires urgent attention
Default priority for most documents. Also assigned when due date is within 30 days
Assigned for routine documents or items with due dates more than 30 days away
Priority Logic: The system considers invoice amounts, due dates, document types, and urgency indicators to automatically set appropriate priorities. You can always update priorities manually if needed.
Manage all your tasks in one place - whether they were automatically created or added manually:
See all tasks in the Tasks section. Filter by status (Pending, In Progress, Done), priority (Low, Medium, High), or search by keywords.
Change status as you work: Start a task (In Progress), complete it (Done), or reopen if needed. Update priorities and assign to team members.
Every auto-created task links directly to its source document. Click to view the original document and extracted data instantly.
You can also create tasks manually for items that don't come from documents:
Best Practice: Update task status regularly as you progress. Mark tasks as "In Progress" when you start working, and "Done" when complete. This helps you and your team stay organized and track progress effectively.