Tasks

Tasks

In DigifyCRM, Tasks allow you to track activities related to projects or customers. Tasks can be assigned to team members, time-tracked, and even billed if they are linked to billable projects. This section outlines how to create, manage, and assign tasks.

11.1 Add New Task Status

Creating custom task statuses helps you better categorize and track the progress of tasks within DigifyCRM.

Steps to Add a New Task Status:

1. Go to Tasks > Settings > Task Statuses.

2. Click Add New Task Status.

3. Enter the status name (e.g., In Progress, Completed) and choose a color for easy identification.

4. Save the task status, and it will now be available when creating tasks.

11.2 Recurring Tasks

Recurring tasks are useful when you have tasks that need to be repeated on a regular basis.

Steps to Set Up Recurring Tasks:

1. Navigate to Tasks > New Task.

2. Enter the task name, description, and assign it to a project or customer.

3. In the Recurring Task section, select the frequency (daily, weekly, monthly, etc.).

4. Set the start and end dates for the recurrence.

5. Save the task, and it will automatically regenerate based on the schedule you defined.

11.3 Disallow Project Members to See All Project Tasks

You can control which tasks certain team members can see, especially if some tasks contain sensitive information.

Steps to Disallow Task Viewing:

1. Navigate to Projects > Select the Project.

2. Go to the Settings tab.

3. Uncheck Allow All Project Members to View All Tasks.

4. Assign specific tasks only to designated project members, and they will only see those tasks.

11.4 Create New Task

Creating tasks in DigifyCRM is essential for organizing your workflow and ensuring tasks are assigned and tracked effectively.

Steps to Create a New Task:

1. Navigate to Tasks > New Task.

2. Enter the task name and description.

3. Assign the task to a staff member or a team.

4. Choose the task priority (low, medium, high).

5. Set the due date and link it to a project if necessary.

6. Save the task.

11.5 Task Timesheets

Task timesheets allow staff members to log time spent on each task, which can be used for billing purposes or tracking productivity.

Steps to Log Time on a Task:

1. Navigate to Tasks > Select the Task.

2. Under the Timesheets tab, click Add Timesheet.

3. Enter the time spent and any notes or descriptions related to the work done.

4. Save the timesheet entry.

11.6 Linking Tasks to Features

Linking tasks to project milestones or features ensures that tasks contribute to the broader project scope and goals.

Steps to Link a Task to a Feature:

1. Go to Tasks > Select the Task.

2. In the task details, locate the Linked Feature section.

3. Select the feature or project milestone the task should be linked to.

4. Save the task, and it will now be associated with that feature or milestone.

11.7 Bill Tasks

If you’re working on billable projects, you can directly bill time spent on tasks.

Steps to Bill a Task:

1. Navigate to Tasks > Select the Task.

2. In the task overview, click Bill Task.

3. Choose whether to bill based on the task's time entries or a fixed amount.

4. Generate the invoice and send it to the customer.