How to Create and Manage Projects and Tasks via Talenta Mobile

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Learning Center Mekari
  • Updated

Not only through the web version, but also through Mekari Talenta Mobile, you can manage projects and their tasks. This feature can help your company's task and project management needs. Therefore, just from your smartphone or tablet, you can create new tasks, assign your employees, and monitor the progress of these tasks. 

All access to this feature can be used by the owner of the Super Admin role. Employees can open and manage tasks assigned by Super Admin only.

Here are the steps.

A. How to Create a New Task (Create New Task)

  1. On your Talenta Mobile main page, scroll down until you find the Tasks list. Then, click "View all".
  2. You will be directed to the Tasks page. Click "Create new task".
  3. Then, complete the Create New Task form.

No. Column/Button Name Description
1 Task name Enter a name for the task.
2 Project Select the project for the Task. Select a new project when you want to create a new project or No Project when the task is not included in any project. Read part C about how to create a project by clicking here.
3 Due on Enter a date and time for the task to be completed.
4 Description You can provide detailed information about the task in this column.

You can see the labels section if you have included a label previously. If you click "Add label", then you can add a label for this task. The function of this label is for filter and search purposes.

5 Upload file You can attach supporting files (docx, jpg, png, xlsx, jpeg, ppt, txt, etc.) here with a maximum size of 10 MB.
6 Assignee

Choose which employee will be assigned the task. You will be directed to the employee list page which you can check one by one.

The list of employees that appears is only those who have joined the selected project. If you want to add other employees, you can add members first to the project.

7 Assigned employee Click "cross" to delete the names of employees who have been selected.
8 Email to assigned employee You can provide notification via email to the employee concerned by checking this option.
  1. Click “Save” to save the task.

    If the Super Admin activates the approval route for submitting tasks with a time tracker, the "Set time tracking approval" button will appearIf you check it, then every time tracking on this task will require approval.

B. How to Open and Manage Task Details (Task Details)

  1. On the Tasks page, click a task to open and manage task details.

    Click the "filter" icon at the top right of the screen to display the filter by ownership or label page as follows. You can select the appropriate filter, then click “Apply” to filter tasks.

  2. Then, you will be directed to the task detail page as follows. Here, you can see task details, from status, description, due date, project, time tracked, assignee, and attachments, to activity and comments.

    - You can change the status of a task by clicking on its status. In the image above, the task status is In Progress . If you click, the status options will appear as follows.

    - You can upload files by clicking the “paper” icon in Attachments. The options that appear are as follows.

    - You can click the "bell" icon to create a reminder for this task. Apart from that, to delete a task, you can click the “three dots” icon.

  3. If you change the task status to Done, then the task will look like the following.
  4. In the image above, you can click “Go to time tracker” to go to the time tracker page. Apart from that, you can also click "See all projects" to see the project page.

C. How to Create a New Project

  1. On the Tasks page, click “See all projects”.
  2. Then, you will be directed to the Projects page. Click "Create new project" to create a new project if you have never created a project. Or, “Create project”.
  3. Then, you will be directed to the following page. You can enter a project name in the Project name column and choose a color for this project in the Select color section.
  4. Then, click "Save".
  5. The following is an example of a list of saved projects. Click on a project to see its details.
  6. Therefore, you can see the project details as follows. Where you can see the name, project time, members, and each task based on its status, and create new tasks.
No. Column/Button Name Description
1 Search bar Click to search for a specific task.
2 Point three Click to open the archive task option.
3 View all Click to open all member details.
4 In progress Click to see tasks with In progress status.
5 To Do Click to see tasks with To-Do status.
6 Done Click to see the task with the status Done.
7 Create new task Click to create a new task with the flow as in part A.

That's how to create and manage projects and tasks via Talenta Mobile. You can further learn how to manage time trackers for tasks here.