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Task Management
Edit tasks and projects menu
First step is to make a folder for the customer/project you would like to assign the tasks. To make these folders, you are able to create them directly under the company or in an existing folder.
When you're done and you've created a folder for the client or project, all you have to do is create the task that belongs to it, with the “New task” icon.
The main function of this task is that the user can post working time to it while dealing with the customer to whom this task is assigned, also these tasks can be used as Cost centers.
You can give a name for the task, set its period, set the priority, which will be shown at the Client's priority menu. Also you can set the visibility, if you would like to make an only offline task, please look at the Offline asignment page.
You will find help for the Assignments and Automation at the Task assignment page.