How to start task? How to set Reoccurrence task? How to start single task? How to assign Task to employee?

Modified on Sat, 31 Dec, 2022 at 2:33 AM

There are two way to assign task. 1) From “Set Reoccurrence task” 2) from “Start single task”.

1) Set Reoccurrence Task

From This page you can applicable recurrence service to your client
This is one time procedure Ones you have seated any recurrence service to any client it will repeated year by year automatically.
Here you can applicable service on based of client & Task.

On based on Task (Default), you can apply one task to multiple clients.
If you select task from task dropdown field list of clients will appear with heading New Client & Applied.
Now to applicable task, you need to select particular client or list clients & Click on add new button so selected client will go in Applied side.
& all applied task will come to approval page,
Here Default start date would be todays date, If you want to start any task from previous date then you need to change start date appropriately.
i.e. today is 05/01/2016, Now I want to start work of VAT Return Monthly for X Client from August – 2015, then select any date of August – 2015. So you will get 8 Months work in task approval page ( Aug – 2015 to Mar – 2016). & From next financial year you will get 12 months work in task approval page.
Same logic will apply on Quarterly, Half yearly and yearly task.
Note - Task will goes on Employee Dashboard only after approval.
On based on Client, you can apply multiple task to one client. & All other procedure and logic will remain same like based on task.

From Here Even you can discontinue any service for client. For this select client from applied list and click on Remove button. & It will Effect from next year. & to remove current year work use cancel task page located in Task Menu.

2) Start Single Task

From this page you can start single task like Pan card application, Company formation, Agreements. & Even you can start reoccurrence task for particular period only. i.e. From here you can start work of VAT Return Monthly for August – 2015 for X Client. So here only Work of August will apply.
Once you click on save button, one pop up will open & From this popup you can approve particular task.

You can close popup from here. And later you can approve this task from Task approval page.
From This popup you can set many things like Task Admin (Task will get all auto notification related task on Email and SMS, & If Any employee put this task on “Pending for Approval” status, Task admin will get notification and Task admin can approve or reject work.
Effective date – From this date task will goes on concern Employee’s dashboard. You can change it by click on it.
Deadline date - You can set deadline date for any task, If work not complete before deadline date, auto email notification will fire to Application Admin, Task Admin, & Working Employee. & Particular task will appear red color on dashboard and Current Job Page.
Bill Amount – Here you can describe predefine bill amount. & At the time of Bill creation for particular task system will show you predefine Bill amount.
Description – You can describe anything over here.
On Click on “+” Sign All subtask will appear & From here you can manage below things.

Employee – Here predefine Employee will come, You can change it by click on dropdown and can select one or multiple employee.
Due Date – You can set due date sub task wise.
Estimated Hour – You can set estimated hour here. So at the end you can get report of Estimated costing VS Actual costing VS Invoice amount.
Description – You can describe anything over here.

To Approve task click on approve button. You can directly approve any task without set any fields that we discussed.
Here for both above steps last step would be approval, in start single task page you will get approval pop up on same page (& If you close this window, you will found this task in Task àtask approval page).
Below are imp notes for Task Approval page.
After applicability of task for particular client, that task (Sub task) will show here.
And after approval of that task, it will goes to particular employee's dashboard on specific time(On Effective date).
Here you can set many things describe as below.
Here you can set many things like Task Admin (Task will get all auto notification related task on Email and SMS, & If Any employee put this task on “Pending for Approval” status, Task admin will get notification and Task admin can approve or reject work.)
Effective date – From this date task will goes on concern Employee’s dashboard. You can change it by click on it.
Deadline date - You can set deadline date for any task, If work not complete before deadline date, auto email notification will fire to Application Admin, Task Admin, & Working Employee. & Particular task will appear red color on dashboard and Current Job Page.
Bill Amount – Here you can describe predefine bill amount. & At the time of Bill creation for particular task system will show you predefine Bill amount.
Description – You can describe anything over here.
On Click on “+” Sign All sub task will appear & From here you can manage below things.

Employee – Here predefine Employee will come; You can change it by click on dropdown and can select one or multiple employee.
Due Date – You can set due date sub task wise.
Estimated Hour – You can set estimated hour here. So at the end you can get report of Estimated costing VS Actual costing VS Invoice amount.
Description – You can describe anything over here.

To Approve task click on approve button. You can directly approve any task without set any fields that we discussed.
And you can narrow your search by using filters.
Auto Email & SMS will be sent to Client for conformation of new job started.