1.5 Tasks

The Tasks screen is used to create and manage Tasks related to Project, Invoice, Customer, Estimate, Expense, Proposal,…

1.5.1. Add new Task

• Step 1: Select the New New Task function available in the screen

• Step 2: The system will display the Add New Task Popup screen -> Proceed to enter the necessary values

*Explain:

• If the Public field is selected, the Task will be visible for everyone to see. If not selected, the Task will only be displayed to those with rights such as the executor, creator, Admin, and Task watcher.
• If the Billable field is selected, the system will determine whether the Task can be billed
• The Attach Files function is used to upload files to the Task. The uploaded file will be displayed on the Task’s View information screen
• Hourly Rate is used to enter the amount per hour when performing a Task
• Estimated Time is used to enter the total expected execution time (hours).
• Estimates Value is used to enter the total expected value when performing the Task
• Start Date and Due Date are used to enter the start time and end time when executing the Task
• Status is used to select the status of the Task. This field data is taken from the Status Labels screen
• Priority is used to select the priority for the Task
• Repeat every is used to select the Task’s repetition time
• The Related to field is used to select objects such as creating tasks for Project, Task for Invoice, Task for Customer,…
• The Assignees Team field is used to select the Team to perform the Task. The data in this field is taken from the Team screen. Team members will be selected to perform the Task.
• When selecting the implementation staff and Followers, there will be a notification to the selected person (notification that the task has been successfully created, the task has changed its status,…)

1.5.2. Add new Sub Task

• Step 1: Select the New Sub Task function in the screen or Select the Add Sub Task function in each Task

• Step 2: The system will display the Add New Subtask Popup screen -> Proceed to enter the necessary values

1.5.3. Edit Task

Select the Edit function corresponding to the data line to be edited

1.5.4. Delete Task

Select the Delete function corresponding to the data line to be deleted

1.5.5. View Detail

• Step 1: Select the Task information you want to View information

• Step 2: The system will display a popup screen containing Task information

*Explain:

• Function is used to mark task completion
• Function is used to record real time when performing tasks

• Function is used for real-time statistics of Task execution

• Function is used to display Task subtasks
• The Hourly Rate field will display the hourly rate for executing the Task that was entered at Task creation
• The Estimate Task Value field will display the total expected value of the Task that was entered at the time of task creation
• The Actual Task Value field will display the actual value that the employee will receive when performing the task successfully. The system will take the Hourly Rate field (entered in the profile of the person performing the task) and multiply it by the actual number of hours the employee performed the task.
• The Estimate Task Time field displays the total estimated execution time (hours) entered when creating the task
• The Actual Task Time field will display the actual time the employee performed the Task. Actual time will be taken from employee Start Time – Stop Time or taken from Timesheets
• The Billable field will display: Billable or Not Billable. For Tasks that have selected Billable but are still displayed (Not Billable), it is because the Task has not been paid to the employee. (Create Invoice -> Select Customer -> Select Project -> Select Task and payment). After successful payment, the Task will display as Billable (Billed).
• The Your logged time field will display the actual time you performed the Task.
• The Total logged time field will display the total real time that employees performed the Task

1.5.8. Tasks Overview

Function used to display all Tasks as KanBan