Documentation
.svg)
En

Tasks structure

Voir la vidéo

Prerequisites
Creating a task and its subtasks
- 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.
- 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.