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How to Manage Task Feature

Article author
Learning Center Mekari
  • Updated

The task in 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.

A. Creating a New Task

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

  1. Go to the Company menu.
    F1.png
  2. Select Task.
    Task_2.png
  3. Choose All Tasks tab.
    Task_3.png
  4. Click "Create New Task" to create a new task.
    Task_4.png
  5. Enter a name for the task.
    Task_5.png
  6. Select a project for the task. Select new project if you want to create a new project or No Project if the task is not included in any project.
    Task_6.png
  7. Next, select which employee will be given the task.
    Task_7.png

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

  8. Enter the date and time for the task completion limit.
    Task_8.png
  9. Or tick the "No Due Date" information if there is no time limit for the task.
    Task_9.png
  10. You can provide detailed information about the task in the Description column.
    Task_10.png
  11. If you want to attach supporting files, you can attach them to the Attachment button.
    Task_11.png

    The maximum file size is 10 Mb.

  12. You can also provide notification via email to the employee concerned by ticking "Email to assigned employee".
    Task_12.png
  13. After everything is filled in completely, click "Save" to save the task.
    Task_13.png
  14. Then the task you just created will be on the to do tab like this.
    mceclip0.png
  15. You can also export the task by clicking the "Export XLS" button.
    mceclip1.png

    Export XLS can only be done by Super Admin.

  16. Then, the exported data will look like this.
    mceclip2.png

B. Creating a New Project

On Talenta Task Menu, you can create a new project. Here are the steps.

  1. Go to the Company menu.
    F1.png
  2. Select Task.
    Project_Baru_2.png
  3. Select Project tab.
    Project_Baru_3.png
  4. Click “Create Project”.
    Project_Baru_4.png
  5. You can enter the project name in the Name field.
    Project_Baru_5.png
  6. Select Color, to give a color label for the project, then click "Save".
    Project_Baru_6.png
  7. Then the project will be created as shown below.
    Project_Baru_7.png

    The employee who created the project will automatically become the admin of the project.

  8. Click the "Pencil" icon if you want to change the project name and the color label of the project.
    Project_Baru_8.png
  9. You can see the project status as shown below which already consists of tasks that have previously been created for the project, click here to learn how to create tasks.
    Project_Baru_9.png

    The complete bar is based on the number of tasks that are in the Done progress.

  10. Click on the Project Name to see the details of the tasks in the project.
    Project_Baru_10.png
  11. It will look like the picture below.
    Project_Baru_11.png

    No. Column Explanation
    1. Members
    		 You can see the total number of members and project adminsYou can see the total number of members and project admins.
    2. Total time tracked
    		 You can see the total hours of the project that has lasted how long.
    3. Bar
    		 You can see the progress of tasks in the project.
    4. Task
    		 All tasks in the project can be seen in the task tab.
    5. Members
    		 You can see a list of project admins and members who are members of a project.
    6. All assignee
    		 You can filter the task list based on the employee's name.
    7. Search task by name
    		 You can search for tasks by typing keywords.
    8. To do
    		 Contains tasks whose status is to do.
    9. In progress
    		 Contains tasks whose status is in progress
    10. Done
    		 Contains tasks whose status is done
  12. Click the "Triple Dots" icon to make changes or archive the project.
    Project_Baru_12.png
  13. Click the "Delete" icon to delete the project.
    Project_Baru_13.png
  14. You can view all archived projects in the Archive tab.
    Project_Baru_14.png
  15. If you want to reactivate the archived project status, click the "Arrow" icon.
    Project_Baru_15.png
  16. Then the project will return to the Active tab.

C. Managing Specific Projects

In the Task Menu, you as the assignor and assignee, can update the progress of the task. Here are the steps:

  1. Go to Company menu.
    F1.png
  2. Select Task.
    Tertentu_2.png
  3. On the All Task tab, you will see your tasks on the To Do tab like this.
    Tertentu_3.png
  4. Click on the task that you want to update.
    Tertentu_4.png

    If the task is past the due date, the date will turn red like this

  5. You can provide comments and file attachments in the "Write your comment here" column.
    Tertentu_5.png
  6. Then your comment activity will look like this.
    Tertentu_6.png
  7. You can change the status of the task on the "to do" button.
    Tertentu_7.png

    - To do: The task status describes the task as newly assigned by the assigner.
    - In progress: The task status describes the task is still in progress.
    - Done: The task status describes the task that has been completed.

  8. Then the task will move to the tab according to the selected status.
    Tertentu_8.png

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