Define Tasks

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Achieving a company’s goals requires a set of tasks. This step involves defining the required tasks. If a user has this access, she can see the “tasks” section on the menu. by using this access, the user can define or remove a task, determine the estimated duration and due date of the task, and the users who must perform that. She can also determine which project and category this task is related to. If the user has access to the definition of the project and the task category, defining new items is possible through this menu.

New Task


Creating New Task

As you have learned in the “project” section, only the members of a project can be assigned to its tasks. So when you want to assign a task to the users, as shown in the figure below, a list of that project team will be shown.
When the users log in, they will be notified of the added tasks.

Task User Assignment

By using the tags field, you can see their information in the data charts separately. To add a new tag, just type your desired title in the relevant field, or click on the + button to choose among the existing tags.

on the top part of the tasks list, you will see below icons:



new task

Use this button to define a new task.

Self Assignment

By using this button, you can assign a task to yourself.

Output To Excel

By using this button, you can receive Excel output from the list of tasks and their status.

Column setting

By using this button, you can select the columns which show different information about the tasks.


This button allows you to filter the tasks based on their features.


It enables a guided tour and show it to you.

At the right side of every task, there are other buttons. By select dropdown button, you can use them for 

Edit Task
Delete task
Attached Documents
User Assignment