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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?

Can employees create their own tasks?

Yes, employees can create their tasks from their personal Task view.

As an administrator, you will be able to create your tasks from both your employee view and your administrator view under 'My Tasks.' However, remember that to create tasks for the other members of your team, you will need to do so from 'Planned Tasks.'

Once you have created the task, you will be able to assign time. When you stop the timer and complete the task, it will appear on the 'My Tasks' board. You can view this board either as a List or as a Calendar.

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