Task creation & modification
Create Task under Task menu
● Click "Create Task" in the upper right corner, fill in the relevant information,then click Create.
Create Task under Project menu
● Enter the specific project, click "Create Task", fill in the relevant information and then click Create.
Quick creation
The [Quick task creation] function can be realized under task menu
● Zoom in the task to complete the detail information;
Who can create tasks
● all team members can create tasks, In the absence of a specified Project under the Task menu.
● Only authorized personnel can create tasks for the specified project.
The permission can be set on the [Project Settings - Project Roles and Permissions]. When the mouse hovers over a role, the permission configuration icon will be displayed. Click on the pop-up window to configure the permission for the current role.
Task details
● the list it belongs to (refer to the list)
● task type (refer to task tags & types)
● the role of the approver (refer to task confirmation & completion)
● tags - for easy filtering and viewing (refer to task tags & types)
● Task descriptions - simple supplementary explanations for tasks, and attachments can be added, with no size or format restrictions
● task points value corresponding to each task (refer to project settings)
● followers of the task (refer to task reminders/follow/share/download)
● working hours (refer to working hours)
Task checking
Created one/ several items on checklist can be used to ensure the quality/ progress of task.
When creating a task in Aim.link, the option for whether to add items on checklist can be made.
● Each check item can be set with a corresponding Task Checker;
● Task modification permissions is needed for adding or deleting items on checklist in an existing task
● Completing checklist does not count towards the points value of the task
How to use
● Create a task with checklist;
● Anyone with permission to create a task can add items on checklist;
● Anyone with modify permission can edit the checklist in task details;
● Mark "checked" for the checking items in the task details (people can only do this action for their corresponding items)
● If the task has a Task Checker, the Task Checker needs to recheck the checklist before ending the task;
The difference between the checklist checker and the task checker
● The checklist checker will be automatically synchronized to the task checker list; while the Task checker will not be automatically synchronized to the list of checklist checker;
● When the task approver changes from a single person to multiple people, the default confirmation method is checking in the order in which they were added;
● The Task checker will still be retained after the checklist checker is deleted;
Usage scenarios
● Adding a key item to the task helps to display the phased results for a task;
For example:
Send souvenirs to customers - We can break this matter into a task with three key items to ensure the completeness of the task.
-
the customer list
-
the souvenir
-
the logistics information needed to synchronize to the customer;
This function helps to ensure that each node is foolproof.
Privacy Tasks
When tasks require high confidentiality (for example, those involving core technology development or confidential data), Click the 🔒 icon on the task creation or task details page to Restrict participation.
● After restrictions, only task participants (creator, person in charge, confirmer, assigner, follower) can view the details;
● Other project members: can only see one "private task" without any details.
Twin tasks
The "Twin tasks" function shares task status in real time and synchronizes efficiently, simplify the procedure while solving matrix structure problems and improving work efficiency.
Modify Tasks
● Click on a task can directly to modify the relevant information in task details;
● Only people with permission can modify the task (refer to the project settings);
● When the task status is pending confirmation, only the task label and followers can be edited.
The performance can only be modified only by the approver.
● When the task status is completed or terminated, only the task label and followers can be modified.