You can create tasks in multiple ways, from the New… button in the top bar or from a project’s Tasks card (recommended):
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When you create a new task, a modal pops up:
Fields explanation:
Relation: link the desired relationship. This will make the task visible in the relation’s history.
Project: link the desired project.
Task type: here you can select a task type. You can create the types via Company settings > type tasks
Status: here you can select a status. You can create this via the menu Company settings > status tasks
Title: give the task a name.
Start date: enter the date on which you want to start the task here.
Due date: enter the date on which the task must be ready here
Depending on the Start and Due date, you will see icons with the following colors next to tasks:
- Blue: Both the start date and the due date have not yet been reached, the task does not need to be performed yet.
- Orange: The start date has been exceeded, the due date has not yet been reached. This is the moment to execute the task.
- Red: The start date and the due date have been exceeded. The task should have been executed already.
Task for: this is already filled in by the system. If you want to assign the task to another person, you can delete the entry and enter the name of a colleague here. The task will then be assigned to one of your colleagues. He / she will then immediately see the task in the home screen of BaseNet as an unseen task.
After you click More options, more fields will appear:
Popup reminder: here you can indicate whether you want a pop-up notification well in advance.
Other notification settings can be found under Company settings > Tasks
