How to add a task

You can assign a task to a specific resource or multiple resources as well as add watchers who will be notified of any changes made on the task

There are multiple ways you can add a task:

1. Hover over the quick add menu at the bottom left side of your screen and choose "Task"
   
   
2. Click the "New Task" button on the task list page
   
3. You can add a task directly on the Team Scheduler by clicking the "New Task" button when hovering in any day block
   

• Fill in the following information:

1. Task name: Give your task a name.
2. Task Owner: This is the person that owns the task. This can also be the person instructed to action the task OR it can be assigned to other resource(s)
3. Task Description: Here you can add as much information as you like about the task. E.g Clarify all the client's expectations.
4. Select Project /Job/Opportunity or Create new Opportunity: By entering the name of a project, job or opportunity here, you can create the task inside an existing job. Alternatively, create an opportunity in the text box for the task to be stored in.
5. Billing: In your settings you can set up item types according to which your different users track time. Select the relevant billing rate for this task from the dropdown menu.
6. Billable: Tick this box if the time tracked on this task is billable. 
7. Colour: Indicate the colour of the task (if applicable to you)
8. Start Date: The day the owner is scheduled to start working on the task.
9. End Date:  The day the task is due for completion
10. Duration: The duration of the task in days
11. Tags: Tags can be used as quick flagging to differentiate. E.g. Add the tag "Timing Plan" to certain tasks. Then you can print a timing plan of only those tagged tasks.
12. Watcher: Add names of people who you want to receive email notifications of any important changes happening on the task.
13. Add Resources: Select your resources to add from a list. This can be done individually or per department.
    To find a resource manually, use the Find Resource button as indicated below.
    
    1. Allocation: Amount of time allocated for this resource
    2. Tracked Time: The amount of time already tracked on this task by this resource
    3. Capacity: Shows the resource's current capacity
       The capacity is indicated by a color depending on how much capacity the user has left, explained below:
       
    4. User task status: Set the resource's task status
    5. Task instructions: Specify the resource instruction for this task
14. Overall Task Done: Check this to mark the overall task as complete, including assigned resources.
15. Status: Select the status of the task based on your workflow. Status lanes are customizable.
16. Adjust allocation: Allows you to change how time is allocated for resources per day based on their capacity. It can be distributed based on first available capacity, evenly per day OR a manual allocation of your choice.
    
17. Create separate task for each user: This will create separate tasks for each of the resources assigned to the task.
18. Total Tracked Time: The amount of time already tracked on this task across all resources (if any)
19. Attachment icon: Attach a file to the task
20. Leave a Comment: Add a comment to the task
21. Save once you have filled in all the relevant information.

Create private tasks only you can see

1. Create a new project to group these private tasks in and make sure you create the project as private by ticking the "private" checkbox. Then simply add tasks to this project. A project's visibility governs all the tasks stored in the project.
2. If you set a task for someone else inside the private job/project, they will be able to see all tasks in the private job/project.

TIP: If you're in a job/project or opportunity and wish to add a task to it, click the "Actions" button on the job dashboard and select "Add Task".