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Create and assign task, issue and request
How to view all closed or completed tasks?
Redbracket HUB workflow provides standard flow of tasks through various stages and helps in achieving the goals faster. Where can I see all close state tasks? Following steps will help you to filter completed tasks : Enter status name as "Close" in "By status" field and select all closed state tasks. Next
How to create multiple tasks using template?
In HUB, It is extremely easy to create multiple project tasks with predefined phases at once. For that, we need to use project templates. All tasks which are created using project template will be self assigned (both assigner and assignee are creator) and Deadline/Due date will be the creation date. Later you can change Deadline/Due date, assignee etc. This guide will show you how to create multiple tasks using templates.
How do I change responsible person / assignee in the task ?
Task is the perfect tool to collaborate with everyone. Redbracket HUB workflow provides standard flow of tasks through various stages and helps in achieving the goals faster. This guide will help you in changing assignee and assigner. Follow the below steps to change responsible person / assignee : Open the task in which you want to change assignee. In detail view, Click on assignee image on top left co
How can I create a task and sub-task?
Task is the perfect tool to collaborate with everyone. RedBracket workflow provides study flow of tasks through various stages and helps in achieving the goals faster. Here we can create tasks without project and we can call these activities as Personal Tasks or Non-Project tasks. Tasks allow you to divide your work into parts and allocate it to your team members. Here you can create checklist, track the progress, manage statuses and you can connect tasks to files as well.
Explanation about task workflow through various stages?
Learn about different stages in task workflow.
How to attach referred files into specific task and How can i update to latest referred file version whenever referred file gets updated ?
The following steps will help you to add referred files into task: Open your task and click on Files tab where you can attach your referred files. Next, click on "Attach File" button. It will display Attach File pop-up. !(https://storage.crisp.chat/users/helpdesk/website/e51adae14473b/
How to manage task settings?
Task Settings enables you to manage task statuses and task closing rights. Here you can decide whether assignee can have the permission to close task or not. You can create your own statuses according to your work flow.
How to give right or restrict assignee from closing the task?
The following steps will help you to give rights to assignee for closing the task: In the Dashboard, Click on Settings in user menu. It will display profile settings page. Now click on "Module Wise Setting" option. It will display the module wise settings page. !(https://storage.crisp.chat/us
How to create time records using timer on specific task?
Task Module allows users to create and manage their time records and these time records are collected throughout the day and stored under the timesheet for that day. At the end of the working day the user can review the time records, add, edit, delete and then submit the timesheet for approval to approval authority. The following steps will help you to create your time records on tasks Open your task on which you want to create time record and click on timer to start your time record
How to set reminder for specific task and how to reschedule existing reminders?
The following steps will help you to set reminder. Open you task on which you want to set reminder and click on bell icon. Click on "Select Date" then it will open a calendar where we need to select reminder date. !(https://storage.crisp.chat/users/helpdesk/website/e51adae14473b/calender
How to manage task filters and how to save customized filters ?
The task filtering system in Redbracket HUB will help you in getting specific results. It is also providing a facility to save your customized filters for later use.
How can i edit or remove existing permissions on shared tasks?
Now let us see how to edit existing permissions on shared tasks : Click on username in "shared with" option then it will give the list of users who have the permissions on shared task. Next, click on "Custom". It will display the Manage Permissions pop-up where you can reset
How to share task or sub-task with specific permissions?
You can share task and sub-task to any contact member with special permissions. This guide shows you how we can share tasks with users. Follow below steps to share tasks: Click on share icon on task which you want to share. You can also use share option in further action to share task. Click on share icon Next, search and select user name to whom you want to share this task. Here you can