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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?

What types of tasks are there?

In the "My team" view you can view all your employees' ongoing tasks. You'll find a selector to filter among the different task types: 

  1. Active tasks: you can see on what your team is working on in real time. 
  2. Tasks by employee: you can see the tasks that each member of the team has completed. 
  3. Tasks by project: you can see the time assigned to the different projects in the company. 

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