What Are Tasks?
This article will help you to understand how can you set up tasks for yourself and other users who are a part of the project.
What Are Tasks?
Tasks are items/reminders for users to do a certain action in relation to a project.
Points to Remember:
- Some Tasks are automatically added to your project as soon as your proposal is converted into a Project.
- These tasks are managed from the database section in the SubcontractorHub which is accessible by your organization admin. You can set up the default tasks to be added if you have permission to do
- Default tasks are automatically aligned to the users which are set up from the template.
How To Use Tasks:
Step 1: Go to your project details page
Step 2: Click on the + icon from the Tasks Lists section at the right side
Step 3: Fill the details for the task and click submit
The statuses available for the tasks are as follows:
1. To Do
2. In Progress
3. In Review
4. Completed
5. Cancelled
While creating a new task you can either allocate it to yourself or to any other member of the project. This can be done from the Assign To dropdown
Tasks can also be managed from the Task Menu from the Navigation Menu.
To edit the details of any tasks which has been created previously, click on the task subject and you will get the details on the left side.
Click on the edit button to edit the details and then click on the update button to save the details