Adding a Task Tutorial
You’ve gone ahead and created Projects, so now it’s time to create the Tasks that complete our Projects. Let’s get down to it.
From the Project Dashboard, click on a Project you’d like to add Tasks to. Here we’ll see quick details on the Project at the top. To edit or view these details, click the Project Title.
To create new Tasks, click the Add New Task button on the right side of your screen. Here we’ll see a few bits of information that need to be given.
First, we’ll name our Task, we’ll call this Contract First Draft. Then we’ll create To-Do’s. To-Do’s are all the small steps that are needed to complete Tasks. You can add as many To-Do’s as you need. We’ll add a few now. We’ll call the first one Create Terms and Conditions, then we’ll add another To-Do and title it Structure Fabrication Specs. We can add more To-Do’s as necessary, and even drag them based on order of importance.
If this is something that your staff will do on a consistent basis, you can save the Task Title and To-Do’s as a Task Template, making it easy to create this Task again in the future. We’ll get into creating Tasks from a Template in a little while.
Next, we’ll select our Task due date, our priority level, and then who this Task is assigned to.
Another great feature is the ability to upload files at the Task level – this makes it easy to pass materials back and forth and keep things centralized. To upload a file, click the Choose File button and select the file from your computer.
We can add information to our internal memo field if we would like. Let’s scroll down, we see the current status is In Progress, which we can change if we want. We click Save and our Task is completed.
We can also add Tasks from Templates, which saves time and automates the process. Click the Add New Task button, and then under Add New Task, select Create from Template. This will allow us to select an existing template, which will then automatically load the Task with the To-Do’s we have already created. Choose our Due Date and other items, click Save, and you’re done – it’s that simple.
Now, let’s see what it looks like when we get into our Task. We’ll click the Task Title and we’ll see all the info we just entered, which we can change at any time. We can even add more To-Do’s if we need to.
Your staff will be coming into the Task and marking their completion as they go. You’ll see you can check off To-Do’s as completed by clicking the check box on the left of the To-Do and even assign an amount of time spent on the the To-Do by clicking the clock icon and entering our time. ProTasker will automatically tally the amount of time spent on all To-Do’s and Tasks to keep track of the total Project time, so you can see how long jobs take and how profitable they are.
When certain To-Do’s are complete and the Task needs to be passed off, simply click the drop down on the Who is This Assigned To field, select the individual responsible for the next phase of the Task, then click the Save button.
Let’s open our Task again and explore more resources. At the bottom of the Task screen we see a series of four icons. The first is called Scheduled Time, and it displays a list of when this Task has been and is scheduled for work through the Task Calendar. You can find out more about the Task Calendar through the Task Calendar tutorial.
Our next tab is the Task Time Tracker, which shows a log of which tasks have been worked on, the staff member working on the task, and their time associated.
The next section is the Task Files section, and here is where staff members can access any and all files that have been uploaded and associated with the Task.
Finally, we see our Memo field, which contains miscellaneous notes about the Task.
If we close or save our Task, we can view Tasks that have already been completed. Click the View Completed link to view Tasks that were already completed for this Pproject.
ProTasker’s task management makes completing projects easy and keeps all staff members on course for success.