Task Management

Updated 1 month ago ​by Peter Grant

The task manager is a tool that allows you to control the processes developed during the project. We can create tasks and descriptions, add an owner or track the status of each of these tasks.

You can create tasks, procedures or to do lists for your team/workforce.

To access the task manager you must click on 'EVENT' > 'PLANNING' > 'TASKS'

How to create a task

To create a task, click on the '+ ADD TASK' button i the top left corner, enter the 'task name' and click on the blue 'CREATE' button

After creating the task, we can edit the information.

Press the 'EDIT' button in the top right corner, then click on the tasks blue 'DETAILS' button

You can type a description,select the owner and the status (open or closed) of the task.

How to insert multiple tasks at one time

You can insert multiple tasks at a time using our excel spreadsheet.

To insert multiple tasks at a time go to 'EVENT' > 'PLANNING' > 'TASKS'

Click on the 'EDIT' button in the top right corner, Then press the 'IMPORT' button in the top left corner

To learn how to Import spreadsheets follow this link: Import/Export Spreadsheets

You can also Export the tasks to a spreadsheet just follow the link above.