Mastering Project Management with Empress' Template Task Feature

Product Support
1

Introduction

Welcome to the Project Template Task feature guide of Empress. Businesses require an effective way to manage projects and their associated tasks. This is where Empress’s Project Template Task feature comes in. This feature allows you to create, manage, and track tasks related to a specific project seamlessly.

Feature Overview

The Project Template Task feature in Empress allows users to:

  • Create and link tasks to any project.
  • View and Edit the tasks linked to a project.
  • Sort tasks based on their creation or modification dates.
  • Track changes made to the tasks.

Step-by-step Guide

Creating a Project Template Task

  1. Navigate to the Project Template Task feature.
  2. Click on the New Task button.
  3. Fill in the required fields, such as Task Name and Task Description.
  4. Click Save to create the task.

Viewing and Editing a Task

  1. To view a task, click on the task name in the list view.
  2. For editing, click on the Edit button. Make the necessary changes and click Save.

Sorting Tasks

  1. By default, tasks are sorted by their modification dates in descending order.
  2. To sort tasks by creation dates, click on the Sort Field dropdown and select Created.
  3. To change the order of sorting, click on the Sort Order dropdown and select ASC for ascending or DESC for descending.

Tracking Changes

The Track Changes option allows you to view all the changes made to a task. This is especially useful for keeping track of who made what changes and when.

User Roles and Permissions

Empress allows you to set user roles and permissions for the Project Template Task feature. You can assign roles to users and determine what they can view, edit, or manage. This is crucial for ensuring that only the appropriate personnel have access to sensitive business information.

Conclusion

The Project Template Task feature in Empress is a robust tool for managing your business projects and their associated tasks. It offers a user-friendly interface and powerful features that streamline your business operations. For further information or assistance, please refer to our comprehensive user manual or contact our support team.