Not only through the web version, but through Mekari Talenta Mobile, you can manage projects and their tasks. This feature is useful for your company's business needs. Therefore, just via your smartphone or tablet, you can create new tasks, assign your employees, and monitor the progress of these tasks.
Here's how.
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On your Talenta Mobile main page, scroll down until you find the Tasks list. Then, click "View all".
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You will be directed to your Tasks page, as follows.
No. | Button/Icon Name | Description |
1 | Search bar |
Click to search for specific tasks according to the keywords you entered, for example: Meeting. |
2 | Filter |
Click to filter the task list by Ownership or Labels. Then, select one of the categories that appear:
Click “Reset all” to return the deployment to the unfiltered list. |
3 | Today's total work/Go to time tracker | Display of total time for today's tasks. Or, click to go to the time tracker page. |
4 | Active projects/View all projects | Display of total active projects. Or, click to view the projects page and add the projects described in section B. |
5 | Task status |
Total display of each task status.
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6 | Change task status |
Click to change the task status, for example: In progress. |
7 | View task details | Click to view the task details page that will be explained on page A. |
8 | Create task | Click to create a new task that will be described in Part C. |
A. How to Open and Manage Task Details
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The following is a display of the task details page.
No. Button/Icon Name Description 1 Turn notifications on/off Click to turn notifications on or off for any changes or updates to this task. 2 Task action button Click to edit or delete this task.
3 Task status/change status The task status is displayed here, or click to change the task status. 4 See projects Click to view the project page. 5 See time tracked Click to view the time tracker page. 6 Download task attachments Click to download the assignment attachment. 7 Add activity attachments Click to add attachments to the task activity timeline. 8 Add comment on activity Click to add comments to the task activity timeline. 9 Download activity attachments Click to download the attachment to the task activity timeline. 10 Activity action buttons Click to delete comments or attachments that you have uploaded to your timeline. -
If the approval setting is activated , there will be an Approval status in the task details. Click Approval status to see the approval history.
Important
- You need to know, you cannot change the task status while the task is in the Awaiting approval approver review process.
- You can change the task status if the review process is complete which is indicated by the Approved review status. -
In addition, you can see the amount and status of the Fee if the Apply for task completion setting is activated.
If thedisbursement process has been completed for the fee, the task status will automatically become Done.
B. How to Create a New Project
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The following is a display of the project list page. Click "Create new project" to create a new project if you have never created one. Or, “Create project”.
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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.
- Then, click "Save".
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The following is an example of a list of saved projects. Click on a project to see its details.
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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 C. |
C. How to Create a New Task
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The following is a display of the Create New Task page that you can complete.
No. Column/Button Name Description 1 Task name Enter a name for the task. 2 Project
Select the project for the Task. Select Create project if you want to create a new project or No Project if the task is not included in any project. Read part C on how to create a project by clicking here. 3 Assignee
You will be directed to the employee list page where you can check the names one by one. The names will go into the selected column above, where you can delete them by clicking the "-" icon. If the names listed are correct, click "Save".
The list of employees that appear are only those who have joined the selected project. If you want to add other employees, you can add members to the project first.
4 Create a separate task for each assignee Check to create a separate task for each selected assignee.
- This option appears if there is more than 1 assignee.
- If you enable task approval, then you can only select 1 assignee. If there is more than 1 assignee, the task will be automatically separated for each assignee.5 Send task to assignee's email You can provide email notification to the employee concerned by checking this option. 6 Allow assignee to update the progress of the task Click to require approval when this task is complete.
If you activate this feature, there are 4 task statuses ( To do, In progress, In review, and Done). To manage approval, you can read the guide here.
7 Apply for payroll calculation Check if you want the system to automatically calculate wages for each task completed by the employee.
If you enable Apply for payroll calculation (connect to payroll) when creating a task, there will be additional information, such as Approval status and Fee in the Task detail.
8 Apply for task completion Click to require approval when this task is complete. - If you activate this feature, there are 4 task statuses (To do, In progress, In review, and Done).
- This feature is automatically checked if you activate Apply for payroll calculation. You will be asked to fill in the Task completion fee (wages when the task is completed).
9 Fee If you check Apply for payroll calculation , you will be asked to fill in the Fee (wages when the task is completed). 10 Apply for time tracking If the Super Admin activates the approval path for task submission with time tracker, the “Set time tracking approval” button will appear. If you check it, then every time tracking on this task will require approval. 11 Due date
Enter the date and time for the task completion deadline and then click “Save”. 12 Description You can provide detailed information about the task in this column. 13 Attachments
You can attach supporting files (docx, jpg, png, xlsx, pdf, jpeg, ppt, txt, etc.) by clicking the “+” icon. You can select the file via Camera, Gallery, or File with a maximum size of 10 MB. 14 Delete attachment You can click the “-” icon on each uploaded attachment to delete it. - Click “Save” to save the task.
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.