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 assign projects to employees?
To assign a project to employees, you should follow this path: Tasks >> Projects >> Select the project >> Members >> Change configuration >> Assigned employees
If you haven’t assigned this project to any employee, you need to click on “Change configuration”. Once set up, you can make changes by clicking on Edit assignment.
From the Projects section, you can assign the project manager role to each project.
Access each project by clicking on it and you will see all the information related to the project, such as duration and cost, which you can edit.
You can also see the status of the project and its dependencies.