Creating tasks

The "Tasks" tool in Proplanum allows you to create and manage tasks for yourself and other team members. The process is simple and intuitive. Here’s how to do it:

On the website of your Proplanum application, select the “Tasks” tool.
In the upper right corner of the screen, click the “Add Task” icon.



Remember: You can create tasks for yourself or for other collaborators.

Set the task details:

choose the type - whether it is a task or information.
specify the task status, information does not have an assigned status.
assign to selected people – it can be one person or a group.
set the recurrence - choose whether the task is single or recurring.
set the start date and due date.
add a name and description.
if the task is more complex, you can add subtasks to it.

The "Create as separate tasks for each person" option - by selecting this option, each assigned person will individually determine the status of the group task.

After entering all the details, click the "Save" button in the bottom right corner.
The task will be created and assigned to the task list for the selected day.

Important: All persons assigned to the task will receive a notification in their applications.

By following these steps, you can effectively manage tasks in Proplanum, increasing your team's productivity.

Updated on: 31/07/2024