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 create a project?
To create projects follow this path “Tasks” >> “Projects” >> “Create your first project”
Edit the main information of the project: add its name, ID, client name, and pick a colour. Now you are ready to click on “create project”!
You can also add documents to your projects when creating them or do it later.