Tasks

Follow

Task lists

Tasks can be accessed under the individual project or under Project/Reports as an overview. Here the list is shown via Project/Reports: Tasks and order can be added. Employees can be added and a description can be entered. The order creates a visual structure that is reflected in the task list. Tasks can be used for planning and resource management. Under Edit all data on the task can be entered

Description of fields

Field name Field Description
Task Task no/short name. This is a unique name. We recommend sorting in the task name and that the task name does not exceed 20 characters. One way of naming can be If a task is to be performed every quarter in a sequence "Quarter-Sequence-Name" E.g. "Q1-01-Name", "Q2-01-Name" etc If a task is to be performed every month in a sequence "Month-Sequence-Name" E.g. "01-01-Name", "02-01-Name" etc
Name of the task Add the name to the task
Employee Which employee should perform the task.
Follower If the task is a sub-task of a task, the Task on the parent task can be selected here
Workspace Workspace must be filled in on the tasks. Read more about workspaces here.
Salary type Enter the wage type to be used to perform the task. On the wage type, select the associated species. Read more here.
Number of hours Enter the expected number of hours between start and end date.
Amount Enter the expected revenue
Group of products
The group Read more here.
Calendar
Start date Start date of the task. Note! This field must be filled in if you want to use the copy functions for copying tasks from one project to another.
From the clock The task starts at
End date End date of the task. Note! This field must be filled in if you want to use the copy functions for copying tasks from one project to another.
To the bell The task ends at the clock.
Status
Completed Finish the task by checking this box. Once this check mark is set, the task can no longer be registered in the drafts.
More details
Description of the task Describe what the task contains

Create budget (tasks)

From the list page, all/selected tasks can be copied from one Budget Group to another or from one workspace to another. Read more about budget groups here. Read more about work areas here. A budget can be created from the tasks on a project like this:
  • Select Project/Project
  • Find the project you want to create a budget for
  • Select the button Tasks/List page Note! Tasks must have a workspace specified for them to be copied to a budget.
  • Select the tasks to be copied to the budget. If necessary, select all tasks with Ctrl+A
  • Select the Create budget button (Tasks)
  • Fill in the prompt box and select OK Fill in which budget group to copy to and whether the tasks should be copied to one total line, distributed over a number of hours (if so, enter the number of hours) or based on standard hours.
  • The budget is now created and can be viewed under Project/Project and the Budget/Budget button
Principle for budget creation Read more here.

Close tasks

Here you can close the selected tasks. The documentation of who has closed a task can be seen in our field log. This can be enabled under Add/Remove functions... Read more here.

Add period

If the records do not have the correct dates, these can be changed on the records shown in a filtered screen. Select the Add period button and choose whether the Start date, End date or both dates should be corrected. You can then choose whether to add a number, days, months or years.

Copy tasks

For example, if you want to copy tasks from one project to another, e.g. from a template project to a new project, you can do this:
  • Select Project/Project
  • Find the project you want to copy tasks from
  • Select the Tasks/List page button
  • If you don't want to copy all tasks, you can limit the tasks. Note! Start and end dates as well as workspace must be filled in on the tasks for the tasks to be copied.
  • Select the Copy tasks button
  • Fill in the prompt box and select OK Fill in which project you want to copy the tasks to.