Add a task
Click Projects → Tasks.
→ A table with the list of tasks will appear.
1
Go to Projects → Tasks.
2
Click the orange button
3
Fill in.
A form will open where you fill in:
- Title – task name.
- Developer, Tester - responsible persons.
- Start, Deadline – dates.
- Estimation [h] – estimated time.
- Description – task details.
4
Click the orange button
Each task has a workflow bar:
- In progress → Ready to test → Test passed/failed → Deployed → Accepted.
Tips
- Use Priority to mark urgency.
- Add a link to documentation or files in the Shared folder.
- A task can be marked as Is chargeable (billable).
Common mistakes
Missing developer or tester → the task remains incomplete.
Incorrect deadline → may cause errors in reporting.
Summary
| Topic | Summary |
|---|---|
| Tasks Overview | Tasks are the cornerstone of project management – they let you assign, track, and evaluate work within a project. |
| Creating and Assigning Tasks | You can create new tasks, assign them to users, set deadlines, and monitor progress through statuses. |
| Task Details | Each task supports detailed descriptions, file attachments, and related records (e.g., customers or projects). |
| Updating and Closing Tasks | Regularly updating and closing finished tasks ensures smoother collaboration and better project visibility. |