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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 are tags and how are they created?

Tags are used to group and classify all tasks in an easy way. You can create as many as you want!

To create them you just need to follow this path: “Tasks” > “Configuration” > “Tags”. Assign names and colours to tags so that they are easier to identify.

 

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