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Table of Contents
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.
In the “New task” pop-up you can choose between simple and advanced view with the links at the top. Enter the name, priority and the description and optionally you can set its phase, the estimated time and cost. You can label the new task with a category if you have already created one.
You can decide from which applications the new task should be available from. In the advanced view (the link where all fields are visible) you can configure more optional task settings. You can add new task only after selecting the project where it belongs to.
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.