Project collaboration

If your project has tasks that require more time and go through different statuses, we recommend you to use the project tasks. These can be found in the Collaboration tab, where it’s easy for all project group members to see the status of different tasks in the project. Project tasks can be moved between statuses by dragging and dropping them from one status to another. You can view the task in more detail by clicking the project task title.

Project tasks are displayed in the kanban view. The view includes project task statuses, which can be managed in the company's settings section Calendar & tasks > Project task statuses, by the main user.

Adding a project task

Add a new project task by clicking the green Add task button. Quickly add a project task by giving it a name, created by, day, and description. If you want to enter more detailed information about the project task, fill in the basic information and proceed to the project task edit window by clicking Edit:

1. Define the task duration and recurrence if necessary
   1. From - recurrence end
   2. All day
   3. Recurring: Select this option if you want to create recurring project tasks. Add a recurrence rule by defining the recurrence times, recurrence period, and the recurrence end time.
2. Define the project task status
3. Add other participants and calendar resources if necessary
4. Save and add the project task by clicking the Add button (you can mark the project task as done when adding it if you wish)

Viewing and editing project tasks

The project task shows the given name, project, and initial deadline. If the date has already passed, the date is shown in red. If the project task is already being worked on by someone, the icon shows either the user's picture or initials. Open the project task for editing by clicking its title.

Change the project task status by dragging the desired project task from one status to another. When the project task is moved to the Done status, it is automatically marked as done. Filter the tasks to be displayed using the values found under the Filters menu if necessary.

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