My tasks

Tasks can be used to divide jobs into sections or to manage tasks within the team.

An overview of all tasks assigned to me is available on the "List view" page, which I can reach via the navigation.

Tasks are not suitable for private or confidential notes! Even if a task is created only for the author, they are visible in the job and — if it has a start date — also in the weekly task view including all comments to users who have access to the team's weekly task view or the task of the corresponding job.

Creating tasks

A task can be created by clicking the "+ create new task" button.

By selecting "Create multiple tasks" several tasks can be created at the same time.

Clicking the create button will create the tasks.

Generate tasks from positions of an estimate

In the "New task" selection field there is also the option "Create tasks from estimate positions." Here an estimate can be searched for and selected. In the next step positions of this estimate are selected and converted into tasks with one click.

If the user is in the list of tasks of a job, these tasks will be created in that job. Otherwise in the job of the selected estimate. If there is no job there either, the tasks will be created without a job.

Recording time to tasks

Within a job time can also be recorded to tasks. To do this you create an operation and activate the switch "Make task available for time tracking".

In the time tracking dialog, after selecting the job, it then asks which task the time tracking entry belongs to:

Times recorded on tasks can be evaluated in the "agency services" tab of a customer, customer account or job.

Editing tasks

To edit a task simply click it. In the edit mask all fields can be adjusted or updated.

Upload documents

In the "Documents" tab file attachments to this task can be added via drag & drop.

Checklist to recognize the progress of a task

Tasks have a description field. This can on the one hand be used to store useful information, e.g. a briefing, further links or a checklist, similar to a todo list.

A checklist is created automatically when the following syntax is used in the task description:

Please implement the following [x] create briefing [x] motive selection [ ] touchup motives [ ] internal coordination [ ] motive dispatch

Die Agenturverwaltung recognizes from the square brackets in the running text that it is a checklist item.

The status of the checklist of this task is then displayed in the operation overview with a progress bar from which it can be seen how many points of the task have already been completed:

Document attachments in tasks

Documents can also be uploaded to tasks via drag & drop, for example briefing information or materials for implementation.

Batch processing: Edit multiple tasks at the same time

A multi-edit is possible via the "Edit multiple tasks" buttonIn the batch processing dialog that opens, the tasks to be edited can be selected on the left. On the right side the fields to be adjusted are then marked for editing by the check box and then assigned a new value.

Creating status lists using the print function

With the help of the print function a status list can be created in the agency's letterhead design with just a few clicks. The data to be displayed can be configured in the print wizard.

A status list in the print preview looks for example as follows. The print version can be customized via the letterhead configuration. You can learn more about letterhead here.

Tip: View tasks by due date

In addition to the standard view, which is grouped and individually sorted in jobs, you can navigate to an alternative view via the "Tasks by due date" tab.

Here your own tasks and the tasks of other users you watch are displayed sorted by due date. This is helpful to keep track of the deadlines of various tasks across jobs.

Tip: Relevant tasks on the dashboard

A good overview of currently relevant tasks can also be found on the personal dashboard. In two widgets, on the one hand all tasks released for me, due tasks, sorted by their due date, are displayed. This helps identify those tasks that currently need your attention. In the second widget "My tasks" all tasks assigned to me are displayed according to their sorting in the "My tasks" tab. Via the "Show all >" button at the top right of each widget you reach the overview page.

Tasks for standard processes in recurring jobs Die Agenturverwaltung also allows the configuration of standard jobs that, for example, follow a recurring process and should create a series of tasks upon initialization.

If this is the case for your company, contact us: [e-mail]