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;
Each type of task has its own quirks but in general, every task has; a description, a deadline, responsible users, notes and more.
You can create a new task from one of several places;
When creating, you will be required to enter different information depending on the type of task you are creating. The most common details to enter are;
The task view is the place where all important information for the item is available. From here, you can;
You can update a task's details by;
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;
Files are deleted after a certain amount of time. If you are on a Knack PRO account, this happens after 60 days. All users can see notes or files on a task.
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 enough to fully express yourself.
You can add a long note by;
All users can see notes or files on a task.
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 completed tasks by clicking the "view completed tasks" link in your calendar or using the projects> manage> view tasks menu item.
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 create.
To schedule a task, you must;
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 selected people.
You can schedule a timesheet by;
Knack Automation is a PRO feature, and you will not be able to schedule timesheets on a Forever Free acount.
Once users record times against tasks, you can generate a timesheet for any combination of; Dates Clients Users Timesheets can be generated by ei...
You can find a project by either; Using the main menu > projects > view projects. Finding a client > opening the Client View > projec...
You can create a new project by either; Using the main menu > projects > add project. Finding a client > opening the Client View > pro...