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 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 to you.
Adding a timer will log the time you worked against the task.
The timer will not stop when the allocated time runs out.
Once users record times against tasks, you can generate a timesheet for any combination of;
Timesheets can be generated by either;
You can also schedule timesheets to be generated and sent automatically using Knack Automation.
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.
Projects and Tasks > Calendar
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...
Projects and Tasks > Projects
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...
Projects and Tasks > Projects
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...