The task module is used to create and manage tasks that employees in a company will execute.

A task as seen below is composed of an object containing different information and relation to other objects in the system.

The essentials

Before we can start using the module, there is some configuration that needs to be in place.

The essentials are:

  • Work areas
  • Status

Work areas

Work areas are used for many purposes, and in regard to creating tasks, they are used to group tasks that are similar in their area of work, for billing purposes, and to show certain custom fields depending of the work area.

They will also be used for searching and filtering tasks.

To learn more about work areas, please see the following page.

Status

Status for tasks are used to show where a task is in it's process.

They can be regarded as phases.

Learn more about status on the following page.

Next steps

Now that you have learned about the basics of the task module, you are ready to create and manage tasks.