How to Manage Task Feature

Article author
Learning Center Mekari
  • Updated

The task in the Company is a menu that can be used to manage tasks created between employees. Currently, Task in Talenta is equipped with the Projects feature. You can manage several tasks at once in Projects.

Important
- This feature can be accessed by all roles.
- Learn how to manage projects before managing tasks, by clicking here.

To create a new task in Talenta, you can access it via the Task menu, where you can also categorize the task into projects directly. Here are the steps:

A. Create Single Task

  1. Enter the Company Menu.
  2. Click "Tasks" .
    Task_2.png

    Or select the Task tab here.
    F1.png

  3. Select the All Tasks tab.
  4. Click “Create New Task”  to create a new task.

    Important
    You can create tasks in bulk by importing files in sheet format on the Project details page. Learn the guide here.

  5. Hence, the following pop-up appears.

    No. Column/Button Name Description
    1 Task name Enter a name for the task.
    2 Projects Select the project for the Task. Select a new project if you want to create a new project or No Project if the task is not included in any project.
    3 Assignees

    Next, choose which employee will be given the task.

    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 

    4 Create a separate task for each assignee Check to create separate tasks for each selected assignee.
    5 Send task to assignee email You can provide notification via email to the employee concerned by checking this option.
    6 Apply time tracking approval Check to add approval to each task with time tracking. With this setting, every task with time tracking will need approval from a predetermined approval line. Next, the task status with time tracking will become Pending  until the approval line receives the request .
    7 Due date

    Enter a date and time for the task to be completed.

    Check the   "No Due Date"  information if there is no time limit for the task.

    8 Description You can provide detailed information about the task in this column.
    9 Attachments You can attach supporting files (docx, jpg, png, xlsx, jpeg, ppt, txt, etc.) here with a maximum size of 10 MB.
    10 Attachment files There will be a list of attachments you have included here. You can download it by clicking the “download” icon or delete it by clicking the   “-” icon.
  6. Once everything is filled in completely, click "Save"  to save the task.

B. All Tasks List Page

  1. Therefore, the task you just created will appear on the All tasks page. The following is an explanation of the page.

    No. Column/Button Name Description
    1 Filter Include a category filter or due date  (deadline for completing the task) if necessary.
    2 Downloads Download the task list in XLS format here.
    3 Search bar Search for specific task data by typing it here.
    4 Date Today's date.
    5 Task status Task work process statuses and amounts.
    • To do:  Tasks that have not been done.
    • In progress: Tasks that are in progress.
    • Done: A task that has been completed.
    6 Action Click on the task statuses button to display the following options.
    • View details: Click to view the page containing the task details.
    • Edit:  Click to change the task details.
    • Move to To do:  Click to change the status to To Do.
    • Move to In progress: Click to change the status to In progress.
    • Move to Done: Click to change the status to Done.
  2. The following is a display of the task details page .
    TM7.png
    No. Column/Button Name Description
    1 Status/Change status This is the status of the task. Click to change the task status.
    2 Notify me icon Click to enable the notification feature for this task, so you will receive notifications about the progress of this task.
    3 Actions icon Click to change or delete tasks.
    4 Go to time tracker Click to go to the time tracker page.
    5 Download attachments Click to download the attachments included in this assignment.
    6 Activity Filters Filter the timeline of activities related to task work according to the type of activity.
    7 Post an activity Upload attachments or write down activities related to completing assignments.
    8 Download attachments Click to download the attachment on the timeline.

That's how to manage the Task feature in Talenta. Next, you can learn about how to manage announcements here.