Adding and assigning tasks from the Resourcing module

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