• Work Unit: fields, actions, best practices

  In the Work Unit Detail we find all the information and tasks related to the work unit. In the upper part we find the top bar with name, status and main actions; then we find the panel with the associated skills and the data related to the work unit; the description panel; the panel related to the work performance, time and budget; finally in the lower part we find the task management panel. Top bar and main actions The top bar of the work unit detail remains stiPopular

• Projects: list, filters, quick actions

  The Projects section of Taskomat™ presents the list of all your projects. The navigation bar of the Projects section allows you to filter the projects by client and by status (active or inactive), plus you have the possibility to create a new project. Projects List - Taskomat™ Each project on the list haSome readers

• Client detail: profile and linked projects

  In the Customer Detail we find all the information and entities related to the customer. In the upper part we find data related to the customer, work performance, time and budget; in the lower part we find projects and documents. Information, master data and performance In the upper left corner we find the name of the customer, the badge, the rating; while on the riSome readers

• Planner: operational planning and rebalancing

  Planner is the planning calendar of Taskomat™. In this section, you have a weekly and a monthly view of your workload, your work and financial performance for the period considered, and the possibility to filter tasks by client, project and work unit. Planner - Taskomat™ (https://storage.crisp.chat/usSome readers

• Clients: list, filters, segmentation

  The Clients section of Taskomat™ presents the list of all your clients. The navigation bar of the Clients section allows you to create a new client and filter existing clients by status: Active: clients with active projects Inactive: customers without active projects Pending: customers with outstanding invoices or quotes. Client List - Taskomat™ (https://storage.crisp.chat/users/helpdesk/website/1de12d55377ffcSome readers

• Workflow: statuses, transitions, tips

  If in the Planner the focus is on tasks, in Workflow the focus is on work units. In the Workflow section you can see at a glance the status of your workflow: which work units are to be planned, which are already planned, which are already in progress and which are completed.Some readers

• Project detail: fields, budget, actions

  In the Project Detail we find all the information and entities related to the project. In the upper part there are data related to the project, work performance, time and budget; in the lower part there are work units and documents. Information and performance In the top right corner we find the main data: Budget: the sum of the budgets of all the Work Units of the project Time LiFew readers

• Link a task to a Work Unit

  As mentioned in the article How can I create a task?, in Taskomat™ you can create tasks either within work units or directly on the calendar. When you create a task on the fly, or directly on the calendar or dashboard, you must then link it to a work unit to account for it correctly.Few readers

• Create your first 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 onFew readers

• Task detail: fields, status, links

  The Task Detail of Taskomat™ is a pop-up that opens when you click on a task. It shows all data and all available actions on the individual task. Available Actions At the top are the available actions: Duplicate - allows you to create an exact copy of the task Move - assigns the task to another work unit Delete - permanently deletes the task Task detailFew readers

• Recurring tasks: how to create and manage them

  As mentioned in the article How to create task?, in Taskomat™ is possible create tasks either within work units or directly on the calendar, but is also possible create specific activities that must be repeated at regular intervals within a set time frame, the Recursive Tasks. Recursive Tasks - Taskomat™ (https://storage.crispFew readers

• Plan tasks with Planner in 3 steps

  As mentioned in the article How can I create a task?, in Taskomat™ you can create tasks both within work units and directly on the calendar. When you create tasks in work units, the next step is to schedule them. Within Taskomat™ you can plan tasks from different points: from the work unit detail from the workflow from the dashboard |Once scheduled, you can drag and drop tasks directly to the planner to move them toFew readers