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Creating a Task in Feng Office

Tasks are one of the most valuable elements (object types) in Feng Office.

Creating and assigning tasks help you and your team plan, organize, and keep track of your projects and team-work.

There are several ways to create a task in Feng Office.

The most important thing to have in mind is to give the assigned user's access permissions to clients, projects, folders, workspaces, etc. in which the task will be classified.

We will explain all of this in this section, in order of simplicity.

Adding Tasks from the Tasks Module

If no tasks have been created yet, your Tasks Module will look like this:

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Then simply follow these steps:

  1. Click on the Add the First Task Button.
  2. Enter your Task's Basic information. (You can enter more detailed information by clicking View Full-Task Form…(Explained on Full-Task Form Section Below).

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If you already have Tasks created, your module would look like this:

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Here you could either Click on the New Button and Select New Task or Click on the Add Task for the Quick Add option.

If you add your task by selecting the New Task Button, you will be redirected Full-Task Form view (Shown on section Full-Task Form below).

If you do it by clicking on the Add Task Button, you would enter your Task's Basic information, and if you wish to enter more info, select View Full-Task Form….

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**Congratulations! You have created a new task!**

Adding a Sub-Task

One of the nice features of Feng Office is the ability to add sub-tasks.

To quickly add a sub-task, move the mouse over the task for which you want to add the sub-task.

An option to “Add Subtask” will appear.

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When you click on it, enter your Sub-Task's Basic Information on the Quick Add Form:

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Then simply save by clicking Add Task, and your new Sub-Task will be created as a “Child Task” of the main one.

Full-Task Form View

Often times, you may want to add more details to a task.

For example, you may want to set a repetitive task or configure several reminders.

To do that, you have to access the complete edition form.

There are several ways to do that

  1. Create a New Task and when entering Data, choose View Full-Task Form….
  2. Click on the “New task” menu option
  3. Click on “Details” on the Dashboard quick add
  4. Click on the “Edit” option when viewing a task

When you enter the complete edition form (or 'full-form'), this is what you will see:

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In the Full-Task Form, you can set up some detailed information for your Task, such as:

  • Relationship to a Client, Project, Workspace by selecting Related to.
  • Set up Task Repetition.
  • Set up Reminders
  • Link Objects (Such as Documents, Notes, Emails, Etc.).
  • Subscribe Users to keep up with the task
  • And more…

Template-created tasks

You can create a series of Tasks by selecting a Template, but first you must create the Template.

To create a Template, please follow these instructions.

After you having created the Template, do the following:

  1. Click on New.
  2. Select Templates
  3. Choose which Template you want to use

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In this way, the tasks that were set up when you created the template will be created all at once.

Assigning tasks to multiple users

To learn how to assign tasks to multiple users, please see the following link: Assigning a Task to Multiple Users.

Discussion

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Posts that do not contribute to the DOCUMENTATION of the project will be DELETED.

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tasks/first_task.txt · Last modified: 2014-06-30 15:53 by nicolas
 
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