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Digital HR - User Manual
  • Welcome to DigitalHR!
  • Navigating the dashboard
  • Getting Started
    • Complete your company profile
    • Language + RTL (NEW FEATURE)
    • Dark Mode/Light Mode (NEW FEATURE)
    • Create/Update Branches
    • Create/Update Departments
    • Create/Update Posts
    • Create/Edit Shifts (NEW FEATURE)
      • Setting Up Check-In and Check-Out Rules
  • Settings
    • Roles and Permission
    • General Settings (NEW SETTINGS)
    • App Settings
    • Notification Log
    • Payment Currency Setting
    • Feature Control
  • Attendance Methods
    • Adding Router MAC ID
    • Creating QR Codes
    • Adding NFC ID
  • Employee Management
    • Add Employees
    • Edit/Delete Employees
    • Change Password
    • Force Logout
    • Logout Requests
  • Leave Management
    • Create Leave Types
    • Managing Leave Requests
    • Time Leave
    • Leave Quota
    • Leave Hierarchy
      • Create Leave Hierarchy
  • Attendance Records
    • Daily Attendance View
    • Monthly Attendance Record
    • Adding Missing Attendance Records:
    • Location Check
    • Export day wise csv report or Month Wise Individual Report
  • Project Management
    • Client Management
    • Creating Projects
    • Task Management
    • Summary
  • Payroll
    • Adding Salary
    • Salary Increment
    • Edit Salary
    • Salary Revision History
    • Payroll Settings
      • Salary components
      • Salary Group
      • Salary TDS
      • Overtime
      • Undertime
      • Payment Method
      • Advance Salary
    • Generate Payroll
    • Payroll (Salary Slip) Options
      • View Payslips
      • Edit Payslip
      • Mark Payslips as Paid
      • Payslip Sample
    • TADA
  • Notice
  • Team Meetings
  • Events
  • Training Management
  • HR Admin Setup
    • Awards
      • Award Types
      • Awards
    • Termination
    • Resignation
    • Warning
    • Complaint
    • Promotion
    • Transfer
    • Holidays
      • Adding Holidays
      • Edit/Delete Holidays
  • Asset Management
  • Award Management
    • Awards Type
    • Assign/Create Awards
    • Display No of awards in mobile application
  • Content Management
  • Support
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  1. Project Management

Task Management

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Last updated 11 months ago

Task management in Digital HR helps you create, assign, and track tasks within projects, ensuring that all project components are completed efficiently. Here’s how to manage tasks effectively:

Step-by-Step Guide to Task Management

  1. Navigate to Tasks Management Menu

  2. Create New Task:

    • Click on "Add New Task".

    • Fill in the task details, including:

      • Task Name: Provide a name for the task.

      • Description: Enter a detailed description of the task.

      • Project: Assign the task to the relevant project.

      • Due Date: Set a due date for task completion.

  3. Save Task:

    • Click on the "Create Task" button to save the task.

  1. Manage Task Lists:

    • View a list of all tasks associated with each project.

    • Use filters to sort tasks by status, due date, assignee, and more.

  1. Task Details and Checklists:

    • Click on a task to view its details.

    • Add checklists to tasks to break them down into smaller, manageable steps.

    • Track the completion of each checklist item.

  2. Mark Tasks as Complete:

    • Tasks can be marked as complete by the admin through the backend or by the assigned employee via the mobile app.