Tasks

  • The total values are calculated based on the Billing Type

    By default the system ships with 5 predefined statuses, Not Started, In Progress, Testing, Awaiting Feedback, Complete but you can inject new statuses with simple action hook to fit for your needs. ...
  • Recurring Tasks

    Recurring tasks is a feature that allows you to create tasks that will repeat on a given period. To create recurring task go to the Tasks menu in the admin area and click on the top left button New task...
  • Task Timesheets

    Task timesheets is all started timers for specific task, timesheets are stored separately for each task started by the task assignees. To view all task timesheets while the task modal is open click on the...
  • Linking task to features

    Task can be linked to any important features in the system to keep track of your work and assign important actions to your agents. Go to Tasks menu item from the main admin menu and on the top ri...
  • Bill Tasks

    1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After you select a customer this dropdown will be auto-populated with all the...
  • Add task assignees

    To add task assignees open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal there will be a dropdown to select assignees. ...
  • Create New Task

    In order to create a new task, from the main menu navigate to Tasks and click on the New Task button. Subject – Enter the subject for the task in order to easily identify it....
  • Copy Task

    A task can be easily copied to be re-used and save valuable time creating each task again and again. While the task modal is opened on the top right area click on the 3 dots icon. ...