Progress management is a key factor in project success. Integrating Lark Task List directly into Lark Docs creates a major breakthrough. This feature helps teams collaborate seamlessly on a single platform without constantly switching between apps. All task data synchronizes in real time.

This article will guide you through every action in Lark Task List in detail. You will learn how to create, assign permissions, and optimize work performance.

Benefits of Using Lark Task List Directly in Lark Docs

Integrating task lists into documents offers outstanding advantages. This approach completely transforms traditional project management habits.

Centralized data: All project information is located in a single document. Team members do not need to open multiple tabs.
Automatic sync: Any update in the document appears immediately in Lark Tasks. Your data remains consistent across all devices.
Increased transparency: Everyone can track overall task progress. Assignees and deadlines are clearly displayed.
Save time: Manual progress reporting steps are minimized, keeping business workflows smooth.

How to Insert Lark Task List into Documents

You have two flexible ways to add task lists to your document. Choose the method that best fits your needs.

Method 1: Create a new empty task list

Creating a new task list is quick and easy. Simply follow these steps:

Open the Lark Doc document you want to edit on your computer.
Hover your cursor near the left margin of any empty line.
A gray plus (+) icon will immediately appear.
Click the + icon to open the quick tool menu.
Select Task List from the displayed menu options.

An empty task list will instantly appear on the page. This Lark Task List is also automatically created in the Lark Tasks app, with you as the owner of the newly created list.

Method 2: Embed an existing task list using a link

If you already have a task list prepared, you can embed it. Follow these steps:

Open the Lark app on your computer.
Select Tasks from the left navigation bar.
Open the task list you want to embed into the document.
Click the Share button in the top right corner.
In the pop-up window, select the Copy link icon.
Return to your Lark Doc and paste the copied link.

The full task list view will appear where you pasted the link. You can view and edit tasks directly without hindrance.

Permission Rules for Lark Task List in Documents

Security and permission management are high priorities in the system. Understanding permission mechanics helps keep project management secure.

Automatic permission inheritance

When inserting a Lark Task List into a document, permission inheritance is activated. People with document view access can view the task list. People with edit access can edit the tasks.

How to adjust granular permissions

You can adjust the access permissions of the task list at any time. Follow these steps:

Open the Lark Tasks app from the main navigation menu.
Select the specific task list you want to adjust.
Click on the avatar icons in the top right corner.
The Share Task List window will open.
Locate the document name containing the corresponding Lark Task List.
Click on the permission setting next to it on the right.
Select the new permission level from the dropdown list.

Important note: You cannot set all members as owner. Owner permissions remain exclusively with the original creator.

Customizing Lark Task List Views for Individuals

Every team member has different preferences for tracking work. Lark Task List provides flexible view options. These settings only apply to your account and do not affect what other members see.

Viewing task details

Click directly on any task title. A detailed view panel will open on the right side of the screen displaying complete history and descriptions.

Sorting tasks (Sort)

Click the Sort icon on the task list toolbar. You can sort by due date or priority level, helping you focus on urgent tasks.

Smart Filtering (Filter)

The Filter icon allows you to filter necessary tasks by assignee or completion status, keeping your workspace neat and focused.

Switching view layouts

Lark Task List supports three intuitive layout views:

List View: Traditional list format, suitable for general overviews.
Kanban View: Drag-and-drop board layout, ideal for tracking multi-stage progress.
Gantt View: Timeline chart view, optimized for time management.

Managing and Editing Lark Task List for Teams

Content editing actions below apply to all members. All changes synchronize across the team system.

Creating new tasks in the list

To add a new task, click the New Task button next to the toolbar. You can also create tasks directly under each group section.

Editing task detail information

Click on a task to update its details:

Update the title to make it clear and concise.
Assign primary assignees to specific tasks.
Set accurate completion deadlines for tasks.
Write detailed descriptions so colleagues can easily understand.

Customizing task grouping

You can create custom task groups. Dragging and dropping allows easy reordering of groups, making the list structure clear and organized.

Frequently Asked Questions About Lark Task List

Users often encounter common questions during operation. Below are detailed answers to those questions.

Can I insert Lark Task List on mobile devices?
On mobile phones, you can paste links to existing task lists. However, creating new empty task lists is not yet supported on mobile. Please use a desktop computer for initial creation.
Do list permissions change when Share Link is enabled for the doc?
No. Task list permissions are completely independent of document share links. Task lists only follow permissions of directly added users.
Does changing personal views affect other users’ screens?
Filter and sort operations only apply to your individual view. Your colleagues’ task views remain unaffected.

Conclusion

Using Lark Task List in documents is a highly effective solution. This feature optimizes overall team workflows. The combination of documentation and task management brings convenience, making project management simpler and more accurate.

Apply Lark Task List to your daily work now. Your team will certainly boost productivity. Don’t forget to explore more great features on Lark Suite!

Guide to Using Lark Task List in Lark Docs