Project Details – Task Management

Task Management Guide

This guide explains how to create, manage, and track tasks in a project effectively.

1. Overview of the Tasks Tab

The “Tasks” tab provides a comprehensive view of all tasks associated with a project. The following features are available:

• + Add Task: Create a new task within the project.
• Export: Download task data for reporting purposes.
• Status Filter: Filter tasks by their completion status (e.g., Hide completed tasks).
• Assigned To Filter: View tasks assigned to specific team members.
• Milestones Filter: Filter tasks linked to specific project milestones.
• Search Bar: Search for tasks by entering keywords, codes, or task names.
• Task Table: Displays the following columns:
  • Code: Unique identifier for each task.
  • Task: Name of the task.
  • Completed On: Date when the task was completed.
  • Milestones: Milestones associated with the task.
  • Start Date: Task’s starting date.
  • Due Date: Task’s deadline.
  • Estimated Time: Time estimate for task completion.
  • Hours Logged: Total time spent on the task.
  • Assigned To: Employees responsible for the task.
  • Status: Current task status (e.g., To Do, In Progress, Completed).
  • Action: Options to edit or manage the task.

2. Creating a New Task

Follow these steps to create a new task:

• Click the + Add Task button.
• Fill out the “Task Info” section with the following details:
  • Title: Enter the name of the task (required).
  • Task Category: Categorize the task for better organization.
  • Project: Automatically displays the current project.
  • Start Date: Specify the task’s starting date (required).
  • Due Date: Specify the deadline for task completion (required).
  • Assigned To: Select team members responsible for the task.
  • Description: Provide additional details or instructions for the task.
• In the “Other Details” section, configure additional options:
  • Label: Add a label for categorization.
  • Milestones: Link the task to specific project milestones.
  • Priority: Set the task’s priority (e.g., Low, Medium, High).
  • Status: Define the task’s initial status (e.g., To Do).
  • Optional Flags: Checkboxes to mark the task as private, billable, repeatable, or dependent on another task.
  • Add File: Attach relevant documents to the task.
• Click Save to create the task or Cancel to discard changes.
• Note the billable flag allows you to charge time to the specific task and invoice the client afterwards.

3. Managing Tasks

To manage existing tasks, follow these steps:

• Edit Task: Click the action menu for the task and select “Edit.” Update the task details as needed and save changes.
• Track Progress: Use the “Status” column to update the task’s progress (e.g., To Do, In Progress, Completed).
• Filter Tasks: Use the status, assigned to, or milestone filters to narrow down task lists.

4. Exporting Task Data

To export task data for reporting:

• Click the Export button.
• Select the desired format (e.g., CSV, Excel) and download the file.

5. Tips for Effective Task Management

• Assign clear roles and deadlines to tasks for better accountability.
• Regularly update task statuses to ensure accurate project tracking.
• Use task categories, labels, and milestones for better organization.
• Monitor logged hours to track task effort and adjust plans accordingly.

For further assistance, contact your system administrator or consult the Help Center.