Task Settings
  • Enable/Disable
    • Setting to allow control to display Client field while creating task .

  • Enable/Disable
    • If the Client field is VISIBLE/ENABLED then whether the field is mandatory or not while creating task .

  • Enable/Disable
    • "If the Client field is VISIBLE/ENABLED then user can manage whether the Client shown will be as per project binding or independent of Project.

  • Enable/Disable
    • Allows to manage whether the field is mandatory or not while creating task.

  • Enable/Disable
    • Enable - User will have to specify time while updating the progress of each task i.e. amount of time spent in performing the required update
      Disable- It will not appear on the task progress & user can simply update the progress %age."

  • Enable/Disable
    • "Enable - If enabled, this will show the individual team member's progress for a particular task to all team mates
      Disable - It will show the Task progress of self only."

  • Enable/Disable
    • "Enable - This setting is applicable only for Team & Recurring Task. User can see the members of their own department only while creating team.
      Disabled - User can see the members of all departments while creating team"

 Recurring Task
    • "Enable - Recurring Task tab will be visible to the members granted permissions for Recurring Task Module>
      Disable - It will not show the Recurring Task tab to anyone."

    • "Specify the number of days to create the task before the due date for each schedule below:
      DAILY     | WEEKLY     | MONTHLY
      For example - If due date of a taks is 10th of every month and we want that the task should show in the assigned individual's task list 10 days prior the due date, then we will specify value of 10 in Daily setting. Similarly for others."

    • Specify the time (in 24 hours format) at which the system should trigger scheduler to generate the recurring task for individuals. The scheduler will run daily at backend to assign tasks

 Task Sheet Setting
    • Specify the Authorization Limit, in days, by when an individual can update their Task sheet i.e. Today (-) No of days specified.

    • User can manage the setting that the Task Sheet Remark should be mandatory or not while submitting task sheet progress.

 Mail Event
      • If this setting is enabled then an email notification will be sent to the Assignees (Assigned Team Members) when a new task is created .

      • An email notification will be sent to the Assigner when a task progress is updated by assignee

      • When enabled , an email notification will be sent to Assignee or assigner or both whenever the Task Status is updated (Pending, In-process, Deferred, Completed, Closed & Cancelled ).

      • In case of enabled, email notification will be generated if any task is updated by assigner/assignee and is sent to all team members.

      • When a new activity is assigned to any employee, if this is Enabled, an email notification will be trigerred to employee with the details of activity.

 Module Permissions
      • Based on permission, Client tab will be shown to the selected group or individual employees . (RH/HR/Selected Employees).

      • Based on permission, Project tab will be shown to the selected group or individual employees. (RH/HR/Selected Employees).

      • Based on permission, Team tab will be shown to the selected group or individual employees. (RH/HR/Selected Employees)

        Team Creator Role:

        -Allowed to create multiple Teams.

        1. 1.If he is RH , then he can create team for his team members only.
        2. 2.If he is Department Head , then he can include all members within his/her department.
        3. 3.If the person is under HR role , then he/she can create team for all employees under his branch level access.
        4. 4.Specific Employee - To be discussed....

        - Can pick multiple employees from multiple teams while creating/assigning tasks.
        - Other members of team creator cannot assign any task to a team creator.

      • Based on permission, ActivityGroup/Items tab will be shown to the selected group or individual employees. (RH/HR/Selected Employees)

      • Based on permission, Assign Employee to Activity Group/Items tab will be shown to the selected employees. (RH/HR/Selected Employees)

      • Based on permission, Recurring Tasks tab will be shown to the selected employees. (RH/HR/Selected Employees)