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 efficiently organise work that you are doing for a client by putting all information in one place.
Knack Automation allows you to schedule projects to be generated on a schedule. This is helpful when you are doing the same work every month for a client, and need the same set of tasks every time.
You can create a new project by either;
When you create a new project, you will be requested to add the project description, deadline, client and main responsible user. Once you have added a new project, you will be able to add any number of tasks to it. Tasks added to a project can be assigned to any users and have any deadline, regardless of the project's main user or deadline.
You can find a project by either;
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;
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;
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 therefore associated tasks), you can ensure that no items get lost or forgotton.
To schedule a task;
Knack Automation is a PRO feature. You will not be able to schedule projects on a Forever Free account.
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...
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 allows you or your clients to keep track of work completed on their projects. If you schedule a timesheet, it is automatical...