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Documentation Index

Fetch the complete documentation index at: https://developer.kodexa.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Teams & Tasks page provides tools for organizing team members and managing task assignments within your project. Teams & Tasks page showing team assignments and task overview

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Teams

Project-level team management lets you control which team members have access to the project and what responsibilities they hold. Project team list showing members, roles, and assignment status

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Assigning Team Members

1

Open Teams & Tasks

Navigate to Teams & Tasks from the Project Home.
2

Add Team Members

Select members or teams from your organization to add to the project.
3

Configure Assignments

Set up task assignment rules and workload distribution preferences.

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Tasks

Tasks represent units of work within the project, typically involving document review, data validation, or quality checks. Task list showing task names, assignees, status, and due dates

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Task Assignment

Tasks can be assigned to team members:
  • Manually — Assign specific tasks to individual team members
  • Round-robin — Distribute tasks evenly across available team members
  • By template — Use task templates to auto-assign based on rules
Task assignment dialog showing assignee selection and distribution options

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Task Status

Track task progress through configurable status values. Tasks move through statuses as team members review documents and complete their work.
Use task templates to standardize your review workflows and ensure consistent task creation across your team.