Task assignments

  1. Add new tasks to the projects

    You can add new tasks by clicking on the "New task" icon (). In the new task pop-up you can choose between simple and advanced view by clicking on the links at the top. Enter the name, priority and the description and optionally you can set its phase, the estimated time and cost. You can label the new task with a category if you have already created one. You can decide from which applications the new task should be available from. In the advanced view (the link where all fields are visible) you can configure more optional task settings.

  2. Distribute the tasks

    When creating new task you can assign them to users, user groups or roles at the same time in the "Assignment" section at the bottom of the pop-up. When you assign the task to users you have to enter the time when the user can work on the task, together with its estimated time either in total or in daily averages for the planned phase. (Each assignment has to be set up and saved individually in the different rows.)

  3. Assign further users to a task

    Select the task whose assignment you would like to modify and then click on the "New assignment" icon () above the list. In the pop-up you can add more users to the task or you can change the parameters of the task assignment.

  4. Task distribution in batch mode

    Select the user or user group who you want to distribute tasks in batch mode and then click on the "Mass assignment" icon (). In the pop-up you can select the tasks which you want to assign to the users.

  5. Group and user level task assignment

    When you select a group in the hierarchy then the task list on the right will show all the task assigned to the group. When you select a user in the hierarchy then the task list on the right will show all the task assigned directly to the user () or assigned to a group () or role () that the selected user belongs to.

  6. Managing task assignments

    Click on the "Edit" icon () at the end of the row of the selected task to make changes.

    Click on the "Comments" icon () to see, or share additional information with the other users who work on the same task.

    Assignment history, the last icon () in the task row will show you different phases of the assignment indicating the user who performed each modification.

    If you click on the task name in the list then it will jump to the Projects, task/General data menu and open the task data page.

  7. Close the completed tasks

    You can close more than one task assignment at a time by ticking the the task lines and clicking on the "Close selected" garbage bin icon (). After closing a task assignment no user can select them, it disappears from their task lists and no work time can be registered on them afterwards. However the task itself will remain in the project hierarchy and it can be distributed to the users again.

  8. Search and filter tasks

    You can use the search field above the hierarchy to find a task by its name.

    You can filter the tasks for the open ones or for the closed ones based on the period when they were closed.

    If you select to "Show dynamic tasks" () then you can extend the task list with the automatically generated dynamic tasks.

    With the icon () on the right you can filter the project hierarchy by several criteria. You can create a view that contains the tasks with planning phase, with expired deadline or with estimated time.

    You can change the view of the task list by clicking either on the general or the detailed view link right above the list.

  9. Add new user group

    You can create unlimited new user groups by selecting its position in the organization chart on the left and then clicking on the "New user group" icon (). Enter the name of the new user group in the pop-up window and optionally you can appoint the head of the group.

  10. Add new users

    Select the group to which the new user is to be added and then click on the "New user" icon (). Fill in the pop-up form including the access level (user, group leader - here you can assign him to the group as well - or administrator). The new user can be registered either with active or inactive status. For active user you can opt for sending an automated email to the address given in the pop-up. The registration email contains the link where to new user can log in and change the password. If the email notification is deselected then you also have to set a password for the new user.

  11. Managing groups and users

    You can also change the settings of a user or a user group by selecting from the hierarchy and clicking on the "Edit" button () to perform the modifications on the user data sheets.

    The same way you can cancel the selected user or group with the "Delete" button ().

    You can also move multiple users or groups within the tree structure with the "Mass move" icon ()...

    ...or with drag-and-drop.

  12. Search and filter users

    You can use the search field above the hierarchy to find a user by user ID, name or the registered email. With the icon () on the right you can filter the user hierarchy by user statuses and periods.