Task Management

Step 1: Accessing the Task Management System

·         Open your web browser and navigate to the URL or application provided for accessing the Task Management System.

·         Log in using your username and password credentials.

·         After successful login, you can click on more and then click on Task Management System.

Step 2: Creating a New Project

·         On the dashboard, locate and click on the "Create Project" or similar option.

·         Enter the required details for the project, such as:

o    Project Name: A descriptive title for the project.

o    Description: A brief overview of the project objectives.

·         Click "Save" to create the project.

Step 3: Viewing Project Details

·         After creating a project, locate the Eye Icon beside the project name in the project list.

·         Click on the Eye Icon to view more details about the project, including:

o    Overview of tasks.

o    Team members and groups assigned to the project.

Step 4: Viewing and Managing the Summary

·         Navigate to the Summary section of the project.

·         Here, you can:

o    Manage Groups: Add, edit, or delete groups associated with the project.

o    Manage Team Members: Assign or remove members from specific groups.

Step 5: Managing Tasks

·         Within the same section, locate the "Manage Tasks" option.

·         Click on Manage Tasks to:

o    Edit Tasks: Modify the details of existing tasks such as due dates, assignees, and descriptions.

o    Add New Tasks: Create additional tasks by clicking on the "Add Task" button and entering the required details.

Step 6: Creating Approval and Task Status

·         Locate the "Task Settings" or "Status Management" section.

·         Use this feature to:

o    Create Approval Status: Define custom statuses to indicate whether tasks are approved or pending.

o    Create Task Status: Customize task progress statuses such as To-Do, In Progress, or Completed.

Step 7: Logging Out

·         For security purposes, log out of the Task Management System after use.

·         Locate the "Logout" or "Sign Out" option, usually in the top-right corner of the screen, and click on it to log out.