Tasks via the Project overview.
Tasks can be accessed under the individual project or under Project/reports as an overview. From the project overview, it is possible to visually see the load for individual tasks and across all tasks in a project.
View Tasks visually by tapping "View Graphically".
View Tasks as a list by tapping on the "List page".
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
The following fields can be entered:
| 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 |
| Area of work |
Read more 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 |
| From the clock |
The task starts at |
| End date |
End date of the task |
| To the bell |
The task ends at the clock. |
| Status |
|
| Completed |
End 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 |
Add period
Version-91 If the records do not have the correct dates, these can be changed on the records shown in a filtered screen. Press records "Add period"
You can now choose whether to correct the Start date, End date or both dates.
You can then choose whether to add a number, days, months or years.
Copy Tasks
Tasks must have a workspace and start and end date for them to be copied.
From the project overview
If the same tasks are to be done on multiple projects, it is possible to copy all tasks in one workspace to another workspace.
NOTE: Please note that it is not possible to copy from one project to another project. Attempts are made to copy to all projects in the list. Remove any projects that you do not want to copy to using the filter function or go to the task list of the project you want to copy from. All necessary fields must be filled in for this copy function to run. This applies, for example, to the start date. Otherwise, tasks can be copied with copy/paste. Remember to paste via "Paste from Excel" in the copy/paste menu. .
Tap on "Copy tasks".
Select the Workspaces to copy from and to and the Workspace to copy to.
If the dates in the project being copied from are not correct, they can be shifted a number of years. This applies to the start and end date.
Tasks are now copied to projects where debtors have associated task groups. Read more
here.
If Task Groups are used on the customer - Read more
here - copying is done according to the following rules:
The following applies to the customer.
The customer has three. task groups attached.
Scenario 1. There are no tasks on the project.
- All tasks are therefore taken from the template project.
- The dates will be the same as in the template project
Scenario 2. The customer has the same three task groups as in scenario 1. All existing tasks from Workspace 2021 are copied to Workspace 2022
- All tasks are copied. The date is shifted by one year.
Scenario 3. A task group is removed from the debtor/customer from scenarios 1 and 2.
- Copying from workspaces 2021 to 2022.
- Only two task groups are copied.
- The dates are shifted by one year.
Scenario 4. A task group is added from the debtor/customer from scenarios 1 and 2.
- Copying from workspaces 2021 to 2022.
- It copies the existing three task groups plus the added one.
- The dates are shifted by one year.
From the task list page of a project
From the list page, all/selected tasks can be copied from one project to another project.
From the Task List image in the Project overview view, all tasks from one project can be copied to another project.
Stand on the project to copy from. Open the task list
For example, select the TaskGroups to copy to another project via filter.
Tap "Copy tasks"
Select from workspace and to workspace and project. Read more
here. If you want a different start date for the tasks, you can enter a start date, end date or add a number of years to all dates.
For example, if tasks have a start date, then the start and end date can be shifted in relation to a new start date. Or if the project has a deadline, the project start date can be calculated from the end date.
NOTE: The end date must not be before the start date. Otherwise the tasks will not be copied.
You can copy to one project at a time.
Repeated tasks on the same project
Stand on the Project. Tap on "Copy tasks"
Select from workspace and to workspace (It is recommended to have one workspace per year for this type of task) and the same project. Read more
here. The new start date is entered.
NOTE: The end date must not be before the start date. Otherwise the tasks will not be copied.
Press OK and then "Update". The tasks are now copied to the new year.
Once tasks are copied and possibly customized, the tasks can be saved as budget items for planning purposes. Read more
here.