In this article we will be answering the following questions:

  • How do I add a new task directly from the Resourcing module?
  • What is a task type?
  • How do I assign tasks to a user?
Plans: Free CRM, Sales CRM, Project Management, ERPPermissions:Admin rights

Note: Remember to configure the Feature settings for Resourcing before you start assigning tasks. Read more

Add new tasks directly from the resourcing module

Navigate to Resourcing in the blue side-bar. You can add a new task in the following ways:

  • Click on the green 'New Task' button on the top
  • Click on the blue plus sign in the header of the Gantt table
  • Create a new task for ongoing resourcing by drawing it in the calendar

Assigning tasks to users

To assign a task, follow the steps given below:

  • Click on 'New Task'
  • Choose a project
  • Select the task type
  • Describe the task
  • Add notes(optional). Notes are visible to all users who have access to view the task
  • Assign a priority
  • Select the date range
  • Allocate hours
  • Assign the task to one or multiple users. You can also share hours evenly in case of multiple users
  • Save changes
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