How to Create Tasks

Projects consist of tasks. Tasks are the basic unit of work in TransparentBusiness, and can include things you have to do, want to remember, or need someone to complete. In the project page, you can create and add all the tasks you need to complete a project.

 

To add a task, put your cursor on the bar that says "Add new task". Write the name of the task and hit the enter key on your keyboard. You will then be able to assign the task to users, set the start and due dates, assign an amount of hours to complete the task, and a lot more.

 

 

The columns will guide you to the information that you should include to help optimally organize the tasks. For example, you can choose a start date and an end date for each task, so that everyone is clear about the work schedule. You can also determine the priority level to help your team prioritize tasks during busy times.

 

 

Insider's Tip:

Always specify the maximum number of hours allowed in order to complete a task. This allows you to adjust the effort your team is making. It is especially important if your hourly workers have contracts, or if you charge your own customers based on the number of hours worked.

 

 

You can also add the same user to multiple tasks. Simply, select all the tasks you want this user to work on, and then click on the “Add person” icon. Select the user and click on “Assign”.