Changing the status of tasks
In Proplanum, you can schedule a task for your employee and monitor its progress in real-time. Marking task statuses is crucial for controlling individual responsibilities. Each task assigned to employees has a specific status that allows location managers and administrators to effectively control the level of task completion.
Not Started (blue) – task not yet started
In Progress (orange) – task started but not yet completed
Completed (green) - task completed
Rejected (red) - task rejected
Open your web browser and log in to Proplanum.
Go to the "Tasks" tab and filter the date range to find the appropriate task.
Click the three-dot button at the end of the task row and select the "Details" option.
In the new window, select the appropriate status in the top left corner.
In the new window, confirm the status change.
After confirmation, the change will be successfully made.
Open the app and go to the "Tasks" tab from the main dashboard.
Select the task you want to edit.
In the status tab, select the new status for the task.
The system will automatically ask for confirmation of the change. After confirming, the change will be successfully made.
If your task contains subtasks, to change its status, you must first change the statuses of the individual subtasks. Follow the steps below:
Go to the task list and click on the task that contains subtasks.
In the task details window, find and open the "Subtasks" tab.
Select the subtask you want to edit, and from the list of options, choose the new status.
After selecting the appropriate status, click "Save" to confirm the changes.
Thanks to these steps, the status of the main task will be automatically updated based on the statuses of its subtasks.
Location managers and administrators have access to detailed control over assigned tasks. They can:
view task details such as name, description, start date, and due date.
check information about assigned employees and task status.
have insight into all scheduled and archived tasks in one place, which allows for quicker finding and control of employee duties.
These features provide full control over the task execution process and enable effective work management within the organization.
Task Statuses
Not Started (blue) – task not yet started
In Progress (orange) – task started but not yet completed
Completed (green) - task completed
Rejected (red) - task rejected
Changing the status using a web browser
Open your web browser and log in to Proplanum.
Go to the "Tasks" tab and filter the date range to find the appropriate task.
Click the three-dot button at the end of the task row and select the "Details" option.
In the new window, select the appropriate status in the top left corner.
In the new window, confirm the status change.
After confirmation, the change will be successfully made.
Changing Status via Mobile App
Open the app and go to the "Tasks" tab from the main dashboard.
Select the task you want to edit.
In the status tab, select the new status for the task.
The system will automatically ask for confirmation of the change. After confirming, the change will be successfully made.
How to Change the Status of a Task with Subtasks
If your task contains subtasks, to change its status, you must first change the statuses of the individual subtasks. Follow the steps below:
Go to the task list and click on the task that contains subtasks.
In the task details window, find and open the "Subtasks" tab.
Select the subtask you want to edit, and from the list of options, choose the new status.
After selecting the appropriate status, click "Save" to confirm the changes.
Thanks to these steps, the status of the main task will be automatically updated based on the statuses of its subtasks.
Control by Managers and Administrators
Location managers and administrators have access to detailed control over assigned tasks. They can:
view task details such as name, description, start date, and due date.
check information about assigned employees and task status.
have insight into all scheduled and archived tasks in one place, which allows for quicker finding and control of employee duties.
These features provide full control over the task execution process and enable effective work management within the organization.
Updated on: 31/07/2024
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