How to create task
Creating tasks on Taskomat™ is very simple: you can do it in different ways.
Before we look at them all in detail, let's find out why there are essentially two ways of creating tasks on Taskomat™:
- You can create tasks within work units and then schedule them
- You can create tasks on the calendar or dashboard and then link them to work units
When you create a task within a work unit, you need to schedule it on a day in order to be able to execute it, whereas if you create it directly on the calendar or using the "Create a task on the fly" tool, you then need to link it to a work unit in order to be able to account for it.
Create a task "on the fly
You can create a task "on the fly" by clicking on the stopwatch icon on the top bar. When you create a task on the fly, the time count starts immediately after creating the task. In this way you will create a task immediately ready to be executed, but which must then be linked to a work unit in order to be correctly counted.
Creating a task on the dashboard
You can create a task in the dashboard by clicking on the + button on the task management panel. This way, you will create a task that is already planned on today, but not linked to any work unit.
Creating a task on the planner
You can create a task on the planner by clicking on the + button found on each individual day. This way you will create a task already planned on the day in question, but not linked to any work units.
Creating a task on the workflow
You can create a task from the workflow section by clicking on the "Add Task" button of the work unit where you wish to add tasks. This way you will create a task that is already booked on the work unit, but needs to be scheduled.
Creating a task within the work unit
You can create a task directly within the work unit by opening the work unit detail from the workflow or project detail section. In this way, you will create a task that is already accounted for on the work unit, but needs to be scheduled.
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Updated on: 02/01/2024
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