“New task” dialog

The dialog has two views – Extended and Simple. Switch between them with the button in the bottom-left corner of the dialog.

Field	Description
Title	The title should describe the content of the task. Good titles make searching easier. Tasks of the same type should have similar titles with keywords, so they are easy to filter.
Duration	Expected time to complete. Use it if you want to compare it with the actual time spent.
Assistants	Employees who should see the task – whether they will work on it or supervise its completion.
Priority	How urgent the task is.
Status	The initial status of the task.
Start	When work on the task can begin.
End	The deadline. You can enable a scheduled job in the system that notifies those involved when the start or end of the task is reached.
Assignee	Who is responsible for the task. You can also assign the task to an office and/or department, making it visible to all their employees – with the button.
Client	The client the task relates to. If the task is given to a client employee, select them with the button.
Engagement	The engagement the task relates to.
Visible to client	Select this so that the client employee can see the task.
Client can complete the task	The client employee can set the status to “Completed” after finishing the task.
Visibility	Who can see the task – see the table below.
Type	“Task” by default. The types “Request” and “Issue” are also used.
Tags	A task can have more than one tag. Tags are used for filtering and progress reports.
Description	A description of the task and instructions for completing it.

Visibility: