Task management

Task management made easy - keep an eye on all your tasks.

The overview of all tasks

You have selected Organization > Tasks > Tasks. Depending on the selected work list and filter settings, you will see an overview of the tasks here.

To create a new task, click on Add.

Create task

Name, deadlines and priority of a task

Enter the basic details in the corresponding fields. You can save the task using the floppy disk symbol.

Only the name of the task is a mandatory field; you can enter all other information later.

Linking a task

...with a project

Click in the Reference to project field and select the appropriate project.

...with a contact

Select the Related to contact field and enter the first letters of the contact. Click on the desired contact.

...with a document

Click in the fields Reference to document type and Document and select a document type if necessary. Then select the field next to it, search for the document using the initial letters and select it.

Add activities

The numbering corresponds to the numbers in the illustration.

1. Select the Add button to create activities for a task.

2. Then define the activities and assign responsible persons.

3. The status of each activity is set in the Status column.

4. You can create recurring activities more quickly using the Duplicate button.

5. If an activity is more extensive than expected, you can subsequently convert it into a separate task.

6. You can use the arrow buttons to move the selected task up or down.

7. Use the minus sign at the end of a line to delete the selected task.

Saving documents to the task

You can add task documents in the Documents section.

1. You can add documents from your computer by clicking the upload button. These are then uploaded to Teamwork.

2. If the documents are already in Teamwork, you can use the Assign from Teamwork button.

Add comments to the task

Comments have the advantage that they are documented and traceable in the system. They are therefore more suitable for important messages than "simple" notes.

1. Enter your comment.

2. If you wish, you can specify a comment type, e.g. call or note etc. Then select Publish.

3. The published comment is displayed with date and time, author and comment type.

4. You can edit the comment by right-clicking on it.

5. The All entries link shows all comments that have been made on the document.

Saving emails to the task

You can automatically save emails to a task using certain settings or via the Office Connector.

You can also select emails from a storage location via the More link and link them to the task.

Further editing options for tasks

Below the task overview, there are a number of buttons that are virtually self-explanatory.

You can often save yourself the time and effort of creating a new task by simply selecting and duplicating an existing task (1).

You can easily delete selected tasks from the list by clicking on the "Done" button (2); these will then only reappear when filtering for the "Done" status.

Tasks that prove to be too extensive can be split up (3).

Merge several tasks that have either been created redundantly or can be combined into a single task (4).