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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 automatically. You can edit the details of the task later.
  • To-do list, where the task consists of a list of items you can add or complete as you work through them.
  • Meeting, where the task represents a physical meeting and can be linked to Outlook or GMail.
  • Project task, where the task is linked to a project that already exists.
  • Invoice task, where the task is generated from the line item of an invoice that was issued.

Each type of task has its own quirks but in general, every task has; a description, a deadline, responsible users, notes and more.


Level 1
Forever Free


Last updated on 26 July, 2017



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.
  • Automatically, when generating invoices or projects.

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;

  • Title; the headline for the task.
  • Description; a paragraph describing the task.
  • Deadline; the date that the task must be completed on.
  • Allocation; the amount of time available for completing the task.
  • Responsible users; one or more users who will work on the task.

Level 1
Forever Free


Last updated on 26 July, 2017


Creating a Task :: Knack Knowledgebase :: Business Management Software


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 users.
  • Upload notes and files.
  • View a timeline of the task.

Level 1
Forever Free


Last updated on 26 July, 2017


Task View :: Knack Knowledgebase :: Business Management Software


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 remove users by clicking on the X next a user's name. 
  • You can add users by clicking "add users".

Level 1
Forever Free


Last updated on 26 July, 2017


Updating a Task :: Knack Knowledgebase :: Business Management Software


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 notes section and clicking the paper plane to add the note.
  • You can also click on the paperclip icon to select a file to upload.

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.


Level 1
Forever Free


Last updated on 26 July, 2017


Task Notes :: Knack Knowledgebase :: Business Management Software


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 enough to fully express yourself.

You can add a long note by;

  • Opening the Task View.
  • Click "add long note" under the task notes section. Save to add the note.

All users can see notes or files on a task.


Level 1
Forever Free


Last updated on 26 July, 2017


Task Long Notes :: Knack Knowledgebase :: Business Management Software


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 completed tasks by clicking the "view completed tasks" link in your calendar or using the projects> manage> view tasks menu item.


Level 1
Forever Free


Last updated on 26 July, 2017


Completing Tasks :: Knack Knowledgebase :: Business Management Software


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 create.

To schedule a task, you must;

  • First create a task from any one of the available methods.
  • Open the Task View.
  • Open the task menu > schedule task.
  • Select your frequency and task options.

Level 1
PRO


Last updated on 26 July, 2017


Scheduling a Task :: Knack Knowledgebase :: Business Management Software


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 selected people. 

You can schedule a timesheet by;

  • Using the main menu > automation > view auto timesheets > add timesheet.

Knack Automation is a PRO feature, and you will not be able to schedule timesheets on a Forever Free acount.


Level 1
PRO


Last updated on 26 July, 2017


Scheduling a Timesheet :: Knack Knowledgebase :: Business Management Software


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