Getting Started with Task Management in Easy8

Introduction

In this tutorial, you will learn how to start managing tasks efficiently using Easy8. This guide is useful for new users who need a clear introduction to task management within the platform. By the end, you will understand how to create, track, and organize tasks to streamline your workflow.

Target Audience

User + Administrator

Prerequisites

Access to an Easy8 account
Basic understanding of project management concepts
Appropriate user permissions for creating and managing tasks

Getting Started with Task Management

Step 1: Understanding the Task Interface

Navigate to the Task Management section from the main menu.
Explore the interface, including the task list, filters, and available actions.
Click on an existing task to view details such as comments, history, and status.

Step 2: Creating a New Task

Click on the New Task button.
Enter the required details:
- Task Name
- Assigned User(s)
- Task Priority
- Due Date
Add a description and any relevant attachments or checklist items.
Click Save to create the task.

Step 3: Managing and Tracking Tasks

Use the Task List view to track tasks based on status, priority, or assigned user.
Apply filters to find specific tasks quickly.
Edit task details by clicking on a task and updating the necessary fields.
Use the Task History section to view changes and progress.

Step 4: Utilizing Task Statuses and Workflow

Change the task status based on its progress (e.g., New, In Progress, Completed).
Use workflow automation (if enabled) to move tasks through predefined steps.
Assign due dates and set up reminders to keep tasks on schedule.

Step 5: Adding a Task to Favourites

Open the task you want to favorite.
Click on the Star Icon near the task title to add it to your favorites.
Access favorite tasks from the Favorites section in the task list for quick retrieval.

Step 6: Quick Task Editing Option

In the Task List view, hover over a task to reveal the quick actions.
Click on the Edit icon to modify key fields such as status, priority, and assigned user.
Save changes without opening the full task detail page, streamlining task updates.

Step 7: Collaborating on Tasks

Add comments to tasks for team communication.
Attach files, links, or notes for additional context.
Mention users in comments to notify them of updates.

Conclusion

You have successfully learned the basics of task management in Easy8. You can now create, track, and organize tasks effectively. To explore more advanced features, check out related guides on task statuses, task templates, and workflow automation.