1) Go to the relevant project and select the "Tasks" area at the top right at the top right. Then click on the orange plus sign icon at the bottom right so that a new task can be created.
2) In the menu that now opens, you have the option of entering a task name*, the employee concerned, the due date, whether the task should be repeated and, if should be repeated and a description if required. (*mandatory information)
3) Once all relevant data has been entered, please click on the orange-coloured "Create" button in orange.
4) In the now created task you have the possibility to make further adjustments and additionally add comments and attachments (which are on your desktop, for example) your desktop, for example).
Info: The working time can either be entered directly by the creator of the task of the task or by the employee stored under the mobile Craftnote app. be deposited.
5) By clicking on the "X", you will be taken to the task overview of the project.
Important information
Under the task overview, you can call up the task at any time by clicking on the task name and mark it as "Completed" using the checkbox.
In the message area of the project, all project members are informed about the creation and completion of a task.
In the open project, under the "Tasks" area, you can search for open and completed tasks can be filtered in the can be filtered.
A completed task can be saved as "Open" again by clicking on the orange box can be saved as "Open" again.
Good to know:
- The user with the role "Owner" assigned in Craftnote can create tasks for all employees from the company, edit & delete.
- The "Project manager" can create, edit & delete tasks create, edit & delete tasks.
- No files can be attached to a task, which are located in the file storage or the message area are located.
- A task can only ever be assigned to one project member. be assigned.
- Only project members assigned to the project can be be selected as "Responsible" in a task.