Tasks: Overview

Section description

The "Tasks" subsection is located in the "Home" section.

The Tasks subsection allows efficient control and management of current work assignments. Here, you can easily track task statuses, specify the assignee, set deadlines, and prioritize tasks. The section is divided into three tabs: My Tasks, Assigned, and Finished.

Features list:

• Creating a task with specifying title, subject, and description
• Specify the assignee
• Task prioritization (high, standard)
• Setting a deadline
• Tracking your tasks
• Task rejection
• Completing a task
• Tracking assigned tasks
• Deleting a task
• Editing a task
• Viewing completed tasks

Feature Overview

Creating a task

To create a task, go to the Tasks subsection and click on the "Create new task" button.

In the opened window, fill in the required fields. Specify the task title and subject, and select the assignee from the list of employees. Describe the task in detail in the Description field. Set the task deadline, prioritize it, and save the changes. The created task will appear in the "Assigned" tab.

Tracking your tasks

The "My Tasks" tab stores tasks assigned to you.

Here, you can view task details, mark a task as completed, or decline it.

Task rejection

To reject a task, click the "My Tasks" tab and the "Decline" button.

Select the reason for rejection in the opened window and confirm the action.

The declined tasks are stored in the "My Tasks" tab. The task creator will also receive a notification about the rejection.

Completing a task

To complete a task, go to the "My Tasks" tab and click the "Finish" button. 

After completion, your tasks and tasks assigned to your employees are moved to the "Finished" tab.

Tracking assigned tasks

The Assigned tab contains a list of tasks that you have assigned to your employees. In this tab, you can view declined tasks and the reason for rejection and edit or delete a task.

Deleting a task

You can only delete tasks you have assigned. To do this, go to the Assigned tab and select the task you want to delete.

Confirm deletion. The deleted task will disappear from your and the assignee's tasks.

You can also delete completed tasks. To do this, go to the "Finished" tab and select the task you want to delete.

Editing a task

Editing a task is only available to the task creator. To edit a task, click the Edit button on the Assigned tab.

Edit the fields and save the changes.

Viewing completed tasks

You can view the archive of all completed tasks in the "Finished" tab. Here, you can review each task's details and delete them.