Task Management

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.

How do I enable this feature?

To enable this feature, go to Settings > Tools > scroll down until you see the Compliance section. Then, press Edit, and make sure the Task management checkbox is checked. Press End to save the changes.

Enabling task management

If instead of seeing a checkbox, you see Purchase, there might be two reasons why that is happening:

  1. You will need to enable this feature at the company tools. To do so, go to the company level, and click Account > Tools in the menu on the left-hand side. Then, scroll down until you see the Compliance section, press Edit, and make sure the Task management checkbox is checked. Press End to save the changes.
Enabling task management on the company level
  1. If you went to the company tools and instead of seeing the checkbox, you still saw Purchase, this means that this feature is not included in the plan you have purchased. Click here to check which features are included in each plan.

How do I create tasks?

To access the task manager and create tasks, procedures, or to-do lists for your team/workforce, go to Event > Planning > Tasks.

Accessing the task manager

Then, click on the + Add task button i the top left corner, enter the task name, and click on the blue button Create.

Creating tasks

After creating the task, you can edit its information. To do so, press the Edit button in the top right corner, then click on the blue button Details.

Editing task details

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

Basic info

How do I insert multiple tasks at once?

You can insert multiple tasks at a time using our excel spreadsheet. To do so, 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.

import

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.


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