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projects and tasks

Projects
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 deadline...

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 > pro...

Finding a Project

You can find a project by either; Using the main menu > projects > view projects. Finding a client > opening the Client View > projec...

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 u...

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...

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 ...

Tasks
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 bas...

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. Fro...

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 d...

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 "e...

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 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 d...

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 ...

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...

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 automatical...

Calendar
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 als...

Recording Tasks
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....

Timesheets

Once users record times against tasks, you can generate a timesheet for any combination of; Dates Clients Users Timesheets can be generated by ei...