Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to manage Tasks, users will need Create, Edit, or Manage permissions for Tasks
Adding Tasks
1. From the dashboard, select a project then click on the "Tasks" on the sidebar.
2. Within the "Tasks" page, click into the Add Task field and start typing to give the task a title.
3. Click Enter on the keyboard to save and move onto the next task.
4. Click onto a task Title to open the Task Details.
Remember to:
- Assign a user
- Set a Due Date/Time or Start Date End Date/Time (List Dependant).
- Set an Email Reminder for yourself (sending to your email)
- Include Subtasks if required
- Write out a Description, set a calendar Colour
- Add Photos, PDFs.
- Delete and Save a Task.
Managing Tasks
1. From the dashboard, select a project then click on the "Tasks" on the sidebar.
2. Within the "Tasks" page, start by selecting Tasks to perform actions to in List.
3. Click into Actions to perform functions on multiple tasks
- Functions Include:
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