Client - Object description
Client - This term in the TakeTask app can be understood as either of the following:
- Internal client
- External client
Internal Client
Due to the size of the company it can be divided into internal clients such as: Departments, Countries, etc. This enables the independent functioning of different sectors within the company. Thanks to this they are separated and the users of a given internal client have access only to the tasks and data of that client. The senior superiors can have specific access, for example, to two of the three departments of the company.
External Client
In the case of when an entrepreneur using TakeTask has contractors whom they would like to include in the cooperation through the TakeTask platform, by creating a client and making it available to a given contractor this is a possibility. Thanks to this, they can function within the framework of one system, TakeTask, maintaining the separation of tasks and data.
Assigning a client to a task
The task must have one client assigned, this is a mandatory condition.
In order to assign a client to the task, in the task edition window in the web panel, select the appropriate client from the drop-down list, the client that is displayed after the list has been minimised is then assigned to the task. To save the change, remember to press the green 'Save' button in the upper-right corner.