How to manage your tasks?
You can quickly and easily track and manage all tasks assigned to you in Proplanum. You can do this both from the web browser and in the mobile app. Here's how to do it.
Log in to the Proplanum application in the web browser and select the "Tasks" tab from the top toolbar.
On the screen, you will see a list of tasks and information scheduled for specific days. You can choose tasks created by me, my tasks, or all tasks.
Click the icon on the right side of the selected task to display its details.
In the details, you will find information about what you need to do, by when, and with whom – all information in one place.
To change the task status, click the icon in the task details - the icon with three dots, located on the right side.
Select "Details".
In the new window, information about the task will be displayed along with its status visible at the top of the window.
Click on the task status and from the dropdown list, select the appropriate option: "Not Started", "In Progress", "Completed", and "Rejected".
Information about the changed task status will be saved, and your supervisor will see the updated status.
Remember: If you have been assigned complex tasks, you determine the statuses of individual subtasks separately for each subtask. This means that each element of a larger task can have its own status, allowing for precise management of each stage of work.
Log in to the Proplanum app on your phone and select the "Tasks" tab from the bottom toolbar.
A screen will display a list of tasks and information planned for specific days.
Click on the selected task to view its details. You will find information about what you need to do, by when, and with whom. Subtasks and their statuses are located in a separate tab.
To change the task status, select an option from the dropdown list and click the "Save" button at the bottom of the screen. If subtasks have been assigned, you can change their statuses in the second tab.
Important: The information about the completed task will be saved, and your supervisor will see the updated status.
If you want to find a specific task or check which tasks have been assigned for a specific period, you can do so by specifying the task search conditions. In Proplanum, you have the option to filter tasks by status. You can also filter tasks by period by selecting specific dates or date ranges. Select the icon in the upper right corner of the screen. Entering the appropriate filters in the search tool will allow you to quickly find the tasks you need and check what you have to do in a given period.
Thanks to these steps, you can effectively manage your tasks in Proplanum, whether you are using a web browser or a mobile app.
Managing tasks through the web browser
Log in to the Proplanum application in the web browser and select the "Tasks" tab from the top toolbar.
On the screen, you will see a list of tasks and information scheduled for specific days. You can choose tasks created by me, my tasks, or all tasks.
Click the icon on the right side of the selected task to display its details.
In the details, you will find information about what you need to do, by when, and with whom – all information in one place.
Changing the task status
To change the task status, click the icon in the task details - the icon with three dots, located on the right side.
Select "Details".
In the new window, information about the task will be displayed along with its status visible at the top of the window.
Click on the task status and from the dropdown list, select the appropriate option: "Not Started", "In Progress", "Completed", and "Rejected".
Information about the changed task status will be saved, and your supervisor will see the updated status.
Remember: If you have been assigned complex tasks, you determine the statuses of individual subtasks separately for each subtask. This means that each element of a larger task can have its own status, allowing for precise management of each stage of work.
Managing tasks in the mobile app
Log in to the Proplanum app on your phone and select the "Tasks" tab from the bottom toolbar.
A screen will display a list of tasks and information planned for specific days.
Click on the selected task to view its details. You will find information about what you need to do, by when, and with whom. Subtasks and their statuses are located in a separate tab.
To change the task status, select an option from the dropdown list and click the "Save" button at the bottom of the screen. If subtasks have been assigned, you can change their statuses in the second tab.
Important: The information about the completed task will be saved, and your supervisor will see the updated status.
If you want to find a specific task or check which tasks have been assigned for a specific period, you can do so by specifying the task search conditions. In Proplanum, you have the option to filter tasks by status. You can also filter tasks by period by selecting specific dates or date ranges. Select the icon in the upper right corner of the screen. Entering the appropriate filters in the search tool will allow you to quickly find the tasks you need and check what you have to do in a given period.
Thanks to these steps, you can effectively manage your tasks in Proplanum, whether you are using a web browser or a mobile app.
Updated on: 31/07/2024
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