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?
How to create and assign tasks?
To create tasks from your admin profile you need to go to Planned tasks and click on Create task. Add a label to each new task and assign it a project and a label.
You can select a start and end date for the task. If your task starts and ends on the same day, you can add a start and end time for the task.
There’s also a field to add observations if you need to.
Once you've created your task, it will appear in the Planned Tasks dashboard. You can assign it to your employees by clicking the icon 
in the Employee column.
Once you've assigned tasks to your employees, they'll see them in their Tasks section. Once they've started working on their tasks, you'll see them in the My Team section of your admin view.
