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.

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.
  2. Select "Task".
  3. Choose the All Tasks tab.
  4. Click "Create New Task" to create a new task.
  5. Therefore, 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 Duplicate tasks for selected employees Click to check the option to duplicate this task for selected employees.
    5 Due on Click on 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.

    6 Description You can provide detailed information about the task in this column.
    7 Attachments You can attach supporting files (docx, jpg, png, xlsx, jpeg, ppt, txt, etc.) here with a maximum size of 10 MB.
    8 Email to assigned employee You can provide notification via email to the employee concerned by checking this option.
    9 Time tracking needs 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.
  6. Then the task you just created will be on the to-do tab like this.
  7. You can also export the task by clicking the "Export XLS" button.

    Export XLS can only be done by the Super Admin.

  8. Then, the exported data will look like this.

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.
  2. Select "Task".
  3. Select the Projects tab.
  4. Click “Create Project”.
  5. You can enter the project name in the Name field.
  6. Select Color, to give a color label for the project, then click "Save".
  7. Then the project will be created as shown below.

    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.
  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.

    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.
  11. It will look like the picture below.

    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.
  13. Click the "Delete" icon to delete the project.
  14. You can view all archived projects in the Archive tab.
  15. If you want to reactivate the archived project status, click the "Arrow" icon.
  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 the Company menu.
  2. Select Task.
  3. On the All Task tab, you will see your tasks on the To Do tab like this.
  4. Click on the task that you want to update.

    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.
  6. Then your comment activity will look like this.
  7. You can change the status of the task on the "to do" button.

    - To do: The task status describes the task as newly assigned by the assigner.
    - In progress: The task status describes the task as 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.

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