Create a new task (Edit task)
To create a new task, select ALL Tasks in the main menu on the left-hand side and then New Task.
You will then be moved to the 'General settings' window of the new task.
Basic information about the task
Below are links to the individual sections of the above window, each of them has their own purpose and in order to configure the task correctly you need to familiarise yourself with the basic rules of setting up a new task:
- Name of the task
- Task type
- Customer
- Section
- Task with acceptance
- Projects
- Location groups
- Skip the location check
- Ignore user ranks
- Preliminary task
- Conditional visibility
- Activate scales
- Price format
After filling in all fields, click 'Save'. You will then be moved to the task parameters configuration window, they are described
here. After filling in all the fields, click the 'Save' button once more.
The next step is to configure the task location. In the tab you can check which locations the task will appear in.
Then assign/exclude users to the task, assigning, excluding and assigning managers is described
here, if you need to assign a large number of users you can use 'import relations' to the task.
After assigning users, click 'Save' and you will be transferred to the Task Generator. The use of the Task Generator and the description of all available commands can be found in the 'Task Generator' category and the basic article describing the initial functionality of the Task Generator can be found
here.