What are Tasks and how do I add a Task?
Tasks are a task management tool in Clockster. They allow you to automate task assignment and monitor their timely completion.
Any user with the appropriate permissions can create a task for themselves or for other employees. When creating a task, you can specify:
Start date and time
Deadline
Time zone (if the employee is in another region)
Subtasks with descriptions
Priority (normal or high) and reward amount
Requirement to define location upon completion
Time tracking option
Attach necessary files and instructions
How to add a task in the Clockster mobile app:
On the main page, tap Tasks.
Tap the + icon to create a new task.
Select the responsible employees.
Fill in the start date and time, deadline, and time zone.
If needed, add subtasks, priority, reward, comments, and attach files.
Save the task.
Additional information:
All tasks are visible to the assignee.
After completing a task, the employee can attach photos and comments.
The manager can see the task status: ongoing, finished, overdue, etc.
Permission in the role is required to work with tasks.
What parameters does a Task have?
Title — a required field. This is the name of the task. Without a title, the task will not be saved.
Description — an optional field. Here you can describe in detail what needs to be done.
Assignees — the users responsible for completing the task. You can select one or several people — there are no limits.
Due date — the date by which the task should be completed. You can leave it blank if the deadline is not important.
Priority — a required field. It helps indicate how important the task is for the assignees.
Time tracking — a feature that allows employees to log the start and completion time of the task.
You can attach a file to the task — such as a document, photo, or PDF.
When the task is closed, the system automatically generates a report, which can be viewed or downloaded.
What does Group mean in the Tasks section?
Group in the Tasks section means combining several tasks under one name.
Purpose of a Group in Tasks:
To organize tasks by topics or projects.
For example:
The group “Webinar Preparation” may include tasks like “Create a banner,” “Set up Zoom,” “Send a mailing.”
To make it easier to track progress on a specific topic or project.
To assign multiple tasks at once to employees belonging to the same group.
How it works:
You create a task group with a specific name.
Inside this group, you create tasks related to that topic.
When viewing tasks in Clockster, you can filter and see only tasks from a specific group, making it faster to find what you need.
Thus, the Group feature in the Tasks section helps you maintain order, organize work by projects, and prevent tasks from getting lost in the general list.