Welcome to our user-friendly guide on the Task Management feature in Empress. As a business user, you’ll find this feature exceedingly beneficial in organizing, tracking, and managing your various work tasks.
Introduction
Task Management is a core feature of Empress that caters to the project management needs of your business. It allows you to create tasks, assign them to team members, set priorities, track progress, and much more. With this feature, you can effectively manage your workload and ensure that all tasks are completed within the set deadlines.
Primary Functions and Benefits
The Task Management feature in Empress offers several functions tailored to streamline your business operations:
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Task Creation: You can create tasks by entering details such as the task’s subject, project it’s associated with, and its description.
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Task Assignment: Assign tasks to team members by linking them to the task.
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Prioritizing Tasks: Set the priority of tasks (Low, Medium, High, Urgent) to ensure important tasks are tackled first.
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Task Tracking: Monitor the progress of tasks with the progress percentage and status (Open, Working, Pending Review, Overdue, Completed, Cancelled).
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Timeline Management: Set expected start and end dates for tasks to ensure timely completion.
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Dependency Management: If a task depends on the completion of another, you can easily link the tasks together.
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Task Costing: Keep track of the total costing amount and the total billable amount.
How to Use the Task Management Feature
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Creating a Task: From the Empress dashboard, navigate to the Task Management section. Click on ‘New Task’ and fill in the required fields such as subject, project, and description.
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Assigning a Task: In the ‘Assigned To’ field, select the team member you wish to assign the task to.
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Setting Task Priority: Select the priority of the task from the dropdown in the ‘Priority’ field.
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Tracking Task Progress: Keep an eye on the task’s progress from the ‘Progress’ field. Additionally, keep the task status updated.
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Setting Task Timeline: In the ‘Expected Start Date’ and ‘Expected End Date’ fields, set the timeline for the task.
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Managing Task Dependencies: If a task depends on another, add the dependent task in the ‘Dependent Tasks’ section.
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Managing Task Costing: The total costing amount and the total billable amount are automatically calculated and displayed in the ‘Costing’ section.
Roles and Permissions
As a business user, you’ll likely be assigned the role of a ‘Projects User’. As such, you have the permission to create, read, write, and delete tasks. You can also share, print, and email tasks.
Conclusion
The Task Management feature in Empress is a robust tool that enhances business operations by enabling efficient task management. With its easy-to-use interface and comprehensive functionality, managing tasks has never been easier.
For further assistance, refer to the Empress user guide or contact our support team.