How to Create a Task
Create Tasks for Your Projects
To begin creating a task, click on the ‘Project’ App located in the App Drawer Screen.
Fig. 1: CloudOffix App Drawer page, Click the Project App to begin.
In the ‘Projects screen, locate and select the ‘Tasks’ from the ‘Search’ menu.
Fig. 2: Tasks, located under the Search menu
In the ‘Tasks’ screen, the Tasks are organized in a Kanban view of their stages. Click the ‘New’ button to create a new ‘Task’.
Fig. 3: Tasks in their Kanban view
In the following screen, begin entering details about your new task. Working our way from the top:
If you wish to assign the newly created task to yourself, simply click the ‘Assign to Me’ button.
Enter a name for the task, which is a mandatory field.
As you start typing in the Project field, the system will bring up the existing projects which match the written text.
Fig. 4: Quickly assign the Task to yourself
Smart buttons to help with additional information regarding your task, and will navigate you to the relative screen, such as Calendar.
To exclude non-working days such as weekends from the duration calculation, click the ‘Working days only’ checkbox.
Fig. 5: Smart Buttons
The duration of the task will be calculated, considering whether the working days option has been activated or not.
Enter written details about the task in the ‘Description’ Tab.
Fig. 6: Dates and Duration
Timesheets tab will show the time spent on the task by each employee, as well as permitting timesheet entries by clicking ‘Add an item’.
Fig. 7: Timesheets tab
Create, assign and check-off checklists for the task as they are completed.
Fig. 8: Checklists tab
Tasks can have dependencies, where to start or end a task, as long as certain criteria on other tasks are fulfilled.
The options available for dependencies are:
Finish to start: The dependent task needs to finish in order for this task to start
Start to start: The dependent task needs to have started for this task to be able to start
Finish to finish: This task cannot finish before the dependent task is finished.
Start to finish: The dependent task needs to have started for this task to be able to finish.
Fig. 9: Dependencies Tab
‘Extra Info’ tab is the place to enter additional info such as ‘customer’: The task being created for a project selected may have various customers.
Emails, Parent task, cover image are self-explanatory.
Related Ticket: is Helpdesk is installed, tasks may also be related to tickets.
Fig. 10: Extra Info Tab
Once all information has been completed, click ‘Save’.
Fig. 11: Save and complete
Congratulations! You have just created a Task.
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