Help and Support - Task Module

Let us tell you how you can create a Task and get the process started.

1. Go to Modules Tasks > Tasks from side menu

2. Click on “Add”button

3. You can see Task Entry from like below

Fill the necessary details and click on “save” or “save new”

4. If you click on , “Save new” then again you can see task entry form like below

5. If you click on , “Save”you can add Comment or see history

1. Go to Task list page from Tasks > Tasks

2. Click on “Edit”icon and that will redirect you to below screen

3. Go to sub task tab

4. Click on ““Add” icon to add new sub task

5. Below you can see Sub task entry form. Save subtask. You can save multiple sub task as well

1. Go to task list by clicking Tasks > Tasks from side menu That will redirect you to below screen

2. Go to History tab

3. Click on Upload file icon

4. Select file from your desktop

5. Click on , Upload files button. You can attach multiple files. If you have selected wrong file you can delete existing file by clicking on Delete button and select new file again

6. You can see the “Success” message and attached document in history and document tab

In document tab, you can attach files by using file icon.

1. Go to task list by clicking Tasks > Tasks from side menu

That will redirect you to below screen

2. Go to Time entry tab

3. Add time entry by clicking on Add icon

4. Add Date and time in hours and Minutes with appropriate Comment

5. You can add multiple time entry for single task. You can see list of time entry.

1. Go to task list by clicking Tasks > Tasks from side menu

That will redirect you to below screen

2. Click on Edit icon. It will redirect you to below screen. You can edit task but it is based on rights

1. Go to task list by clicking Tasks > Tasks from side menu

That will redirect you to below screen

1. Go to task list by clicking Tasks > Tasks from side menu

That will redirect you to below screen

1. Go to Tasks > Completed Tasks (Assigned to me) from side menu

1. Go to task list by clicking Tasks > Tasks from side menu

That will redirect you to below screen

2. Go to History tab

3. You can add comments in Comment box

4. In history tab you can see attached documents, comments, time entry done by task members. It is communication screen like WhatsApp between task members

5. You can set comment notification manually by clicking check box against “send notification”. It will send your comment notification to other task members

6. You can set followup date and time in case of followup of task.

1. Go to task list by clicking Tasks > Tasks from side menu That will redirect you to below screen

2. If you want to delete task, click on “delete” button. Give the confirmation and that task will be deleted

1.You can save Task from here.
2.You can attach document from here.
3.You can write task name from here.
4.You can select all day task option from here.
5.You can select Tag from here for reporting purpose.
6.You can select respected start date and start time from here
7.You can select respected end date and end time from here.
8.You can select assignee from here. You can select multiple assignee also.
9.You can select assignee from here as CC for notification only.
10.You can select this option for give individual task for multiple assignee in task.
11.You can write task description here.
1.You can create normal task from here
2.You can create call task from here. You can select contact number from your phonebook.
3.You can create meeting task from here. You can select meeting assignee from contact book and send SMS also.
4.You can create voice task from here.
1.You can add estimation time from here
2.You can select priority from here. You can select High, Medium and Low option from list.
1.You can select work type from here.
2.You can select Sub Work Type from here.
3.Task created by.
4.You can select client name from drop down list.
5.You can select project name from drop down list.
1.You can set reminder for specific time from here.
2.You can select whom to send remind from drop down list.
3.You can select Daily or Once option from here.
4.You can select remind type from here. Like Popup or Email etc.
5.You can change recurs count from here.
6.You can send email reminder to client with this option.
7.You can select specific time for remind from here.
8.You can save selected time from plus button. You can save multiple reminder one by one only.
1.You can enter in sub task menu from here.
2.You can create new sub task from here.
3.You can delete sub task from here.
4.Already created task list.
1.You can select Tag from here
2.You can see task info from here
3.You can see involved person from here
4.You can see status from here and also change respected status from list also.
5.You can hide / show system generated massage from here.
6.You can white and send comment from here.
7.You can send voice note from here.
8.You can enable / disable notification with this option.
9.You can share media from here with camera, Gallery and contact also.
10.You can set follow-up date from here.
1.You can see person wise check list with this option.
2.You can see check list wise check list with this option.
3.You can create new check list with plus button.
1.You can write check list name from here.
2. You can select check list assignee from here.
3.You can write check list point here.
4.You can save check list point with plus symbol.
5.You can select media from here.
1.You can create a time entry from here. Time entry means how long it took you to complete this task.
2.You can edit task from here.
3.You can see all attached document in this task with media option. (Document Library).
4. You can delete task from here.
5.You can change resolve status from here.
1.You can select time entry date from here.
2.You can white “Time Entry” time from here. You can add time in HH:MM format.
3.You can select time entry type from here.
4.You can type time entry description here.
5.Saved time entry details.
1.You can see all attached document here and you can view this document after download it.
2. You can delete this document with delete option.
1.In My task you can see your task from here. Your own task and other given to you also show here.
2.You can see other tasks here which are you give to others.
3.You can search task with this option from here with key words and assignee name also.
4.You can open task from here.
5.You can change status from here. You can select respected status from dropdown list.
6.You can delete task from here.
7.You can Check in / Out from here.
8.You can see task priority here.
9.You can see task status from here.
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