Tasks and projects
- How to create and assign tasks?
- Can I assign clients to projects?
- What are tags and how are they created?
- What is a task?
- Is there any connection between clock ins/outs and tasks?
- What is a project?
- What types of tasks are there?
- How to create a client?
- How do I create a project?
- What are tasks and projects, and what are they for?
- Can employees create their own tasks?
- How to assign projects to employees?
- How can I export tasks reports?
- How do I configure the requirements and validation for project management in the system?
Can I assign clients to projects?
Yes, but first you need to create clients. To do this go to Tasks >> Configuration and there you can create as many as you need from the Configuration tab. Click on the number that appears under Projects and you will access the panel to assign projects. Select 'Assign projects' at the bottom right, and choose and assign.