Task

Assign, monitor, and track tasks efficiently with TeamTrace’s task management tool, designed to meet rigorous workflow demands.

How to Create & Manage Tasks

Step 1: Log in to the TeamTrace portal.

Step 2: From the navigation bar, select “Task”

Step 3: Create a Task List.

• Click “Add Task List”.

• Enter a name for the task list. Next, choose the person from the dropdown list to whom you want to assign this task to along with their Access Role, click on Add and finally Save.

Note: You can also add multiple users at once from the dropdown list to the task and also set their access roles, as per your preference.

Step 4: Add Tasks to a Task List.

• Next to the newly created task list, click “Add Task”.

• Enter the task name, choose the Status (To Do, In Progress, Completed) from the dropdown list, and finally in the description box, provide any relevant instructions or details.

• Choose a priority level (such as High, Medium, Low) via the Priority drop-down.

• Select the Start Date and Time for the task.

• Select the Due Date by which the task should be completed.

• Categorize tasks with custom tags for easier filtering and organization. You can create the tags, as per your requirement. A tag is a customizable label that can be applied to tasks to categorize, organize, and simplify filtering or grouping.

• Define the expected duration required to complete the task.

• Automate recurring tasks by setting repetition intervals.

• You can also add any Attachments related to the task. Click on +Add to add the attachment.

• Finally, click on Save to finalize the task creation.

Additional Task Actions

• Click the ellipsis icon (three dots) adjacent to a task to access editing options or to delete it. To edit, select Update, to delete, select Delete and to clone, select Clone to make a duplicate of the existing task for future reference or work. Confirm via the pop-up.

• Use the search bar to quickly locate a specific task by name or keyword.

• Group By - Organize and view tasks by specific parameters such as Status, Assignee, Priority, Tags, or Due Date, enabling a structured perspective on project board.

• Filters – Narrow down visible tasks using criteria such as Status, Due Date, Tags, Priority, Created By, or Assignee, ensuring quick access to relevant information.

Views (List View, Board View)

• Board – Provides a visual workflow view where tasks are organized into columns such as To Do, In Progress, and Completed, allowing teams to track progress at a glance.

• List – Displays tasks in a structured, tabular format, allowing users to view details such as Task No., Title, Status, Assignee, Priority, and Due Date in a clear and organized manner.