Creating Tasks
To add a new task, click the "Add Task" button and enter:
Title (keep it clear and specific)
Assignee (team member or subcontractor)
Start and end dates
Description (optional)
Any relevant attachments
Task Management Features
Tasks automatically integrate with the project schedule, appearing in both the Schedule tab and the main Schedule Page. Team members receive notifications when they're assigned new tasks, helping keep everyone informed and accountable.
Display Options
The system offers two viewing options to suit different needs:
List view for quick task overview and management
Thumbnail view for visual project tracking
Effective Task Management Tips
Creating effective tasks is essential for project success. Always provide clear directions, set realistic deadlines, and include necessary documentation upfront. Encourage your team to update task status regularly and mark items complete when finished.
Regular monitoring of task progress helps identify potential delays early and keeps projects moving forward smoothly.
Remember to review the Schedule Page periodically for a broader view of all project tasks and timelines. This overview helps ensure resources are properly allocated and project milestones stay on track.
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