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 do I configure the requirements and validation for project management in the system?
You can activate these two switches in the Configuration section:
- Obligation to assign a project to create or start a task.
- Obligation to assign a project to a customer in order to be created
On the other hand, you can also activate by clicking on a button the project profitability validation so that the system sends a report to the person in charge to review each project. You can choose who will receive these reports, either the project manager or the project administrator. You can also choose the validation period with a day and a time.
In the 'Validations' view you will see all the projects that are pending validation.
