The Tasks section in the admin portal allows you to efficiently manage tasks, assign them to team members, track their progress, and ensure timely completion. This section provides a centralized platform for organizing and prioritizing tasks, improving collaboration, and enhancing productivity.

1. Accessing the Tasks Section

To access the Task Management section in the admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/tasks
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Task Management section automatically.

2. Creating Tasks

In the Tasks section, you can create new tasks by providing relevant details such as task name, description, due date, priority, and any associated tags or categories. Some common actions you may perform include:

Task Details: Specify the task details, including a concise description of the task, the person responsible, and any additional notes or attachments.

Due Date: Set a due date for the task to ensure it is completed within the desired timeframe.

Priority: Assign a priority level to the task to indicate its importance or urgency.

Tags or Categories: Use tags or categories to organize tasks based on specific criteria, such as project, department, or task type.

3. Assigning Tasks

In the Tasks section, you can assign tasks to specific team members or individuals responsible for their completion. Assigning tasks ensures clear ownership and accountability. Some common actions you may perform include:

Assigning Task to Team Members: Select the team member or individual responsible for completing the task from a list of available options.

Setting Task Dependencies: Specify any dependencies or prerequisites for the task, ensuring that it can only be started or completed after certain conditions are met.

4. Tracking Task Progress

The Task Management section allows you to track the progress of tasks, ensuring visibility and transparency. You can monitor the status of each task, view updates, and track any changes made. Some common actions you may perform include:

Updating Task Status: Mark tasks as “In Progress,” “Completed,” or “Pending” to reflect their current status.

Adding Comments and Notes: Provide updates, add comments, or attach relevant files to the task, keeping all relevant information in one place.

Monitoring Task Timeline: Track the timeline of a task to identify any delays or bottlenecks and take appropriate action.

5. Task Filtering and Sorting

To streamline task management, the Tasks section provides filtering and sorting options. You can filter tasks based on different criteria such as priority, due date, assignee, or tags, enabling you to focus on specific tasks or view tasks from different perspectives. Additionally, you can sort tasks by various parameters such as due date, priority, or task name for better organization and prioritization.

6. Task Notifications

The Tasks section may include task notification features to keep team members informed about task assignments, updates, or approaching due dates. Notifications can be sent via email, in-app notifications, or both, ensuring that relevant stakeholders stay updated on task progress and deadlines.