Use a Task for a specific next step, a Karma for a meaningful business action and its recorded story, and a Project for a larger effort. A Karma form can also use configured conditions to open a next form based on a selected answer.

Start with what you need to capture

Work does not always arrive in the same shape. Sometimes someone needs to do a specific thing. Sometimes a process needs a consistent set of information. Sometimes several tasks belong to a larger effort.

Tasks, Karmas and Projects provide different ways to organise these situations. Understanding the distinction helps you keep the setup practical.

Use a Task for a piece of action

A Task captures work with a responsible person, dates and progress. “Confirm the service visit” or “Review the supplier proposal” describes a specific action.

The task can keep the description and supporting details with the work. Its progress can be followed through relevant own, delegated and team views.

Give a meaningful action a shared home

A Karma is a meaningful business action whose configured form captures the details. A service visit record, for example, may need the customer, visit type, responsible person, date and summary.

Consistent fields give people a useful starting point. A form is particularly helpful when different people need to capture the same kind of information in a consistent way.

Conditions configured for a Karma can determine which form opens next based on a selected answer. The exact process should be designed around the supported behaviour and what the team actually needs to record.

A Project brings related tasks together. A customer onboarding effort might include confirming requirements, preparing equipment and coordinating a first visit.

Each task can keep its own responsibility and progress. Project sections give the larger piece of work an understandable structure. Projects group Tasks; Karmas are not added to Projects. A Karma can have its own associated tasks.

Keep the initial setup small

Start with an action or process the team already understands. Explore the selected prebuilt Karma forms during the trial, and get guidance with some initial setup where useful.

You do not have to model the entire business before learning how a task, a structured record and a project can work together.

See Karmas & Workflows for configured forms and next-form conditions. Explore Tasks & Projects for actions and related work.

Choose one example from your working day. Check whether another colleague could understand the record and carry out the next step.

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