Tasks structure

Prerequisites

None

Creating a task and its subtasks

1. Add a new task

   • Click at the top right on “Create a new task”.

   • Please fill in the following information:

     • Task code (optional) : You can add a code linked to your accounting system.

     • Task name : Define the name that will represent this task.

     • Unit of measure : Choose a general unit that will include all associated subtasks.

2. Add subtasks

   • A default subtask list is already available.

   • To add a new subtask, click “New subtask”.

   • Please fill in the following information:

     • Sub-task name

     • Unit of measure (it may differ from that of the main task)

     • Sub-task code (optional)

   • Once you've completed this information, confirm the addition to add the subtask to your list.

Editing and archiving tasks and subtasks

Modification:

• Click the pencil icon to edit an existing task or subtask.

Archiving:

• You can archive one or more tasks when they are no longer in use.

• To consult archived tasks, use the menu represented by Three small dots.