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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 is a task?

Tasks are the result of combining the time assigned to a project and a tag. For example, if we want to know how much time the employee spends on a commercial visit and differentiate it from the time spent on the preparation of the budget for that client, the employee will create a task for each of these functions and will assign the time spent on each of them.

The time assigned to the tasks is independent of the usual clock in/out time.

 

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