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Tasks
Quickstart Guide
Intro:
Tasks help you organize and track work for yourself or your team. Assign tasks to people, clients, or jobs and break them down into sub-tasks for better management.
Step-by-Step Guide:
- Click Tasks in the navigation menu.
- Click Add task.
- Fill in the task details (title, description, etc.).
- (Optional) Assign the task to a team member in the People section.
- (Optional) Link the task to a specific client in the Client section.
- (Optional) Link the task to a specific job in the Job section.
- (Optional) Add sub-tasks by entering a sub-task and pressing enter for each one.
- Click Save task to create the task.
- Move the task through various stages (e.g., To Do, In Progress, Done) as needed.
Frequently Asked Questions
Q: Is there a limit to the number of tasks I can create?
A: No, you can create an unlimited number of tasks for free.
Q: Can I assign a task to multiple people?
A: Currently, each task can be assigned to one person. Use sub-tasks or create separate tasks for more flexibility.
Q: Can I link a task to both a client and a job?
A: Yes, you can link a task to a client, a job, or both.
Q: How do I add sub-tasks?
A: Enter a sub-task in the Sub Task field and press enter. Repeat for each sub-task you want to add.
Q: Can I edit or delete a task after creating it?
A: Yes, you can edit or delete tasks at any time from the Tasks page.
Q: How do I move a task through stages?
A: Use the drag-and-drop interface or stage buttons to move tasks between stages like To Do, In Progress, and Done.