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PROJECTS AND TASKS

Projects Tasks Calendar Recording Tasks
Introduction

A project is a group of tasks attached to a client. Each project can include any number of tasks, as well as important information such as deadlines and descriptions. Using projects allows you to effi...

Creating a Project

You can create a new project by either; Using the main menu > projects > add project. Finding a client > opening the Client View > projects > add project. When you create a new projec...

Finding a Project

You can find a project by either; Using the main menu > projects > view projects. Finding a client > opening the Client View > projects. Using the Smart Search at the top right to sear...

Closing a Project

Closing a project marks it as completed. Tasks attached to a project are not automatically completed - these must be completed by the responsible users. You can close a project by; Locating the proje...

Adding Tasks to a Project

You can add as many tasks to a project as you need. Once a task is added, it cannot be removed. You can add a task by; Locating a project. Opening the project details view. Clicking "add task".

Scheduling a Project

Scheduling a project is important when you are repeatedly doing the same work for a customer or client, and require the same tasks to be performed each time. By automating the issuing of projects (and...

Introduction

A task is an item representing work to be done by any user within Knack. You can create a range of different types of tasks; Quick task, where basic information is required and the rest is set automa...

Creating a Task

You can create a new task from one of several places; In the main menu > projects > add task. From the calendar > date > add task. From the Client View > tasks > add task. Automatic...

Task View

The task view is the place where all important information for the item is available. From here, you can; Edit the task details. Change the task deadline. Change the task allocation. Add or remove us...

Updating a Task

You can update a task's details by; Find the task and opening the Task View. Click one of the following; "edit description", "edit deadline" or "edit allocation" to change one of these items. You can...

Task Notes

Task notes allow you to upload files or add important information to a task for yourself or other users to see. You can add a note by; Opening the Task View. Typing the information into the task note...

Task Long Notes

If a quick task note is too short for you, use the long notes to add detailed information. This is useful when you don't want to create an entire document to upload to the task, but a paragraph isn't ...

Completing Tasks

Completing a task is more or less what it sounds like - when the task is done, you can complete it. Doing so will remove it from your calendar and your floating task list.  You can view complete...

Timers

You can access task timers at any time though the timer floating nav item.  Opening the timer list will give you the option of adding a new timer. You can add a timer from any task that is assigned...

Timesheets

Once users record times against tasks, you can generate a timesheet for any combination of; Dates Clients Users Timesheets can be generated by either; Viewing the user profile > generate timeshe...

Scheduling a Task

You can schedule a task to automatically be issued on a regular basis. This is useful as a reminder of work that you need to complete regularly, or when a task requires a significant amount of time to...

Scheduling a Timesheet

Scheduling a timesheet allows you or your clients to keep track of work completed on their projects. If you schedule a timesheet, it is automatically generated as a pdf document and emailed out to the...

Introduction

The calendar is a critical component of Knack, allowing you to easily view all of your or other users' tasks in an easy to read format. It will also let you know that deadlines have been missed as wel...

Timers

You can access task timers at any time though the timer floating nav item.  Opening the timer list will give you the option of adding a new timer. You can add a timer from any task that is assigned...

Timesheets

Once users record times against tasks, you can generate a timesheet for any combination of; Dates Clients Users Timesheets can be generated by either; Viewing the user profile > generate timeshe...