> ## 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.

# Teams & Tasks

> Manage teams and task assignments within a Kodexa project in Studio to organize members, route work, and track ownership across the project lifecycle.

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

<img className="block dark:hidden" src="https://mintcdn.com/kodexa/s0CgNICBzXlJtlNW/images/studio/project/project-task-templates-light.png?fit=max&auto=format&n=s0CgNICBzXlJtlNW&q=85&s=4662a55ca93a94eb4a02dd79d5f51d76" alt="Teams & Tasks page showing team assignments and task overview" width="1440" height="900" data-path="images/studio/project/project-task-templates-light.png" />

<img className="hidden dark:block" src="https://mintcdn.com/kodexa/s0CgNICBzXlJtlNW/images/studio/project/project-task-templates-dark.png?fit=max&auto=format&n=s0CgNICBzXlJtlNW&q=85&s=6bc28e6e253959290bdb00cf1df51ce9" alt="Teams & Tasks page showing team assignments and task overview" width="1440" height="900" data-path="images/studio/project/project-task-templates-dark.png" />

## Teams

Project-level team management lets you control which team members have access to the project and what responsibilities they hold.

<img className="block dark:hidden" src="https://mintcdn.com/kodexa/s0CgNICBzXlJtlNW/images/studio/project/project-task-templates-light.png?fit=max&auto=format&n=s0CgNICBzXlJtlNW&q=85&s=4662a55ca93a94eb4a02dd79d5f51d76" alt="Project team list showing members, roles, and assignment status" width="1440" height="900" data-path="images/studio/project/project-task-templates-light.png" />

<img className="hidden dark:block" src="https://mintcdn.com/kodexa/s0CgNICBzXlJtlNW/images/studio/project/project-task-templates-dark.png?fit=max&auto=format&n=s0CgNICBzXlJtlNW&q=85&s=6bc28e6e253959290bdb00cf1df51ce9" alt="Project team list showing members, roles, and assignment status" width="1440" height="900" data-path="images/studio/project/project-task-templates-dark.png" />

### Assigning Team Members

<Steps>
  <Step title="Open Teams & Tasks">
    Navigate to Teams & Tasks from the Project Home.
  </Step>

  <Step title="Add Team Members">
    Select members or teams from your organization to add to the project.
  </Step>

  <Step title="Configure Assignments">
    Set up task assignment rules and workload distribution preferences.
  </Step>
</Steps>

## Tasks

Tasks represent units of work within the project, typically involving document review, data validation, or quality checks.

<img className="block dark:hidden" src="https://mintcdn.com/kodexa/s0CgNICBzXlJtlNW/images/studio/project/project-task-templates-light.png?fit=max&auto=format&n=s0CgNICBzXlJtlNW&q=85&s=4662a55ca93a94eb4a02dd79d5f51d76" alt="Task list showing task names, assignees, status, and due dates" width="1440" height="900" data-path="images/studio/project/project-task-templates-light.png" />

<img className="hidden dark:block" src="https://mintcdn.com/kodexa/s0CgNICBzXlJtlNW/images/studio/project/project-task-templates-dark.png?fit=max&auto=format&n=s0CgNICBzXlJtlNW&q=85&s=6bc28e6e253959290bdb00cf1df51ce9" alt="Task list showing task names, assignees, status, and due dates" width="1440" height="900" data-path="images/studio/project/project-task-templates-dark.png" />

### 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

<img className="block dark:hidden" src="https://mintcdn.com/kodexa/s0CgNICBzXlJtlNW/images/studio/project/project-task-templates-light.png?fit=max&auto=format&n=s0CgNICBzXlJtlNW&q=85&s=4662a55ca93a94eb4a02dd79d5f51d76" alt="Task assignment dialog showing assignee selection and distribution options" width="1440" height="900" data-path="images/studio/project/project-task-templates-light.png" />

<img className="hidden dark:block" src="https://mintcdn.com/kodexa/s0CgNICBzXlJtlNW/images/studio/project/project-task-templates-dark.png?fit=max&auto=format&n=s0CgNICBzXlJtlNW&q=85&s=6bc28e6e253959290bdb00cf1df51ce9" alt="Task assignment dialog showing assignee selection and distribution options" width="1440" height="900" data-path="images/studio/project/project-task-templates-dark.png" />

### Task Status

Track task progress through configurable status values. Tasks move through statuses as team members review documents and complete their work.

<Tip>
  Use task templates to standardize your review workflows and ensure consistent task creation across your team.
</Tip>
