Adding Tasks to Projects
Enhance project structure by seamlessly incorporating tasks into designated projects with these steps:
- Navigate to the project for which you want to add tasks.
- Click on the task button in the project detail page.
- Initiate the task creation process within the project by clicking on “+” icon to create new task inside the task screen.
- Fill Task Details, specify task title, Priority, set start and due dates, estimation hours, assign team members and provide additional details as necessary.
- Confirm the task details and save by clicking on create button, seamlessly integrating it into the project.
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Adding Sub-tasks to Projects
Enhance project structure by seamlessly incorporating tasks into designated projects with these steps:
- Navigate to the project for which you want to add sub-tasks.
- Click on the task button in the project detail page.
- Initiate the task creation process within the project by clicking on “+” icon to create new sub-task inside the task screen.
- Fill Task Details, specify task title, Priority, set start and due dates, estimation hours, assign team members, add a parent task under which this sub-task will be visible and provide additional details as necessary.
- Confirm the task details and save by clicking on create button, seamlessly integrating it into the project.
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Editing Task Details
Adapt to evolving project requirements with ease. Edit and fine-tune task specifics as needed, ensuring flexibility and responsiveness to dynamic project scenarios. This feature facilitates precision in project management and task execution.
For Tasks:
- Navigate to the task you want to edit within the project.
- Initiate the task editing process by clicking on the “Edit task” icon for the existing task.
- Modify Task Details, adjust task title, assigned team members, due dates, or any relevant details.
- Confirm the modifications and save the updated task details by clicking on “Update” button.
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Allocate Assignees:
Efficiently manage work distribution by assigning team members to specific Projects and tasks. Follow these steps to allocate assignees:
- Navigate to the project for which you want to assign team members.
- In the project detail page, click on “edit” icon and add the team member’s name in the Employee field and click on Update button.
- Click on the “Employee” list to select team members from the available list.
- Click on the Update button and save the changes to confirm the assignment of team members to the Project.
- Navigate to the task within the project for which you want to assign team members.
- In the task details page, click on “edit” icon.
- Click on the “Assign To” list to select team members from the available list.
- Click on the Update button and save the changes to confirm the assignment of team members to the task.
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Add Timelines and Estimates:
Accurately plan and track project progress by setting timelines and estimates for tasks. Here’s how you can add these details:
- Navigate to the task or sub-task within the project.
- In the task details page, click on “edit” icon.
- Set the “Start Date” and “Due Date” for the task to establish a clear timeline.
- Specify the “Estimation Hours” required for task completion.
- Click on the Update button and save the changes to incorporate the timelines and estimates into the task details.
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