GradeApp
  • Introduction
    • About The Application
    • How to use the Documentation
  • Getting Started
    • First-time setup
      • User roles and permissions
      • Assigning Roles
      • Permissions table
  • Platform Overview
    • Dashboard
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    • Sales
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    • HR
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    • Communication
      • Calendar
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      • Notice Board
      • Zoom Meeting
      • Letter Generate
      • Letter Template
      • QR Code
      • Webhooks
    • Projects (Work)
      • Projects
      • Tasks
      • Timesheet
      • Project Roadmap
      • Service desk
      • Task Report
      • Time Log Report
    • Finance
      • Invoices
      • Incomes
      • Credit Note
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      • Bank Account
      • E-Invoice
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      • Expense Report
    • Orders
    • Purchase
      • Vendor
      • Products
      • Purchase Order
      • Bills
      • Vendor Payments
      • Vendor Credits
      • Inventory
      • Reports
    • Settings
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On this page
  1. Platform Overview
  2. Projects (Work)

Tasks

The Tasks section is designed for efficient management and tracking of various tasks within projects in the organization.

Key Features:

Overview Interface: Upon entering the Tasks section, users are presented with a structured overview that includes:

  • Duration Filter: Allows selection of start and end dates for tasks.

  • Status Filter: Options to filter tasks based on their current status (e.g., ongoing, completed).

  • Type Filter: Categorizes tasks based on type, such as project-specific or client-related.

  • Assigned Filters: Enables filtering tasks by team members assigned to them.

  • Data Table: Displays task records with key details, including:

  1. Code: A unique identifier for each task.

  2. Task Name: The title of the task.

  3. Project: The associated project.

  4. Assigned To: The team member responsible for the task.

  5. Start Date & Due Date: Timeline for task completion.

  6. Estimated Time: The anticipated time required to complete the task.

  7. Hours Logged: The actual time spent on the task.

  8. Status: The current status of the task.

  9. Action: Options for further actions on the task, such as view, edit, or mark as complete.

  • Add Task Functionality: Users can create new tasks through a detailed form that includes:

  1. Title: A descriptive title for the task.

  2. Task Category: Categorization of the task.

  3. Project Assignment: Selection of the project to which the task belongs.

  4. Start Date & Due Date: Input fields for task timelines.

  5. Assigned To: Dropdown for selecting the responsible team member.

  6. Description: Space for additional details about the task.

  7. Other Details: Options to set labels, milestones, and priority levels.

  • Task Detail View: Upon selecting an existing task, users can view comprehensive details, including:

  1. Project Information: Displays the associated project name.

  2. Priority Level: Indicates the importance of the task.

  3. Assigned By: The individual who assigned the task.

  4. Progress Tracking: Displays the current progress percentage.

  5. Timeline Information: Start date and due date for the task.

  6. Hours Logged: Actual time recorded against the task.

  7. Comments and History: Space for team discussions and task updates.

Purpose

The Tasks section serves as a centralized platform for managing all aspects of task workflows, enabling teams to collaborate effectively, track progress, and ensure timely completion of tasks within projects.

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Last updated 4 months ago