📍 Where can I find this module?
Main menu > Projects
Introduction #
Project tasks represent the specific actions to be carried out as part of a project. Each task is linked to a project and can be assigned to a user with due dates and time tracking. The module is accessible via Project Management > Project Tasks or from the Tasks tab of a project.
1. Create a task #
Click on Add a task from the module list or from the Tasks tab of a project.
Information to provide:
- Task name: a description of the action to be performed (required)
- Project: The project to which the task is assigned (required)
- Milestone: the milestone to which the task contributes (optional)
- Assigned to: the user responsible for the task
- Start Date and End Date: the planned period
- Status: the task's status (open, in progress, completed, postponed, canceled)
- Priority: Level of urgency
- Progress: the percentage of completion
Time tracking:
- Estimated time: the expected duration of the task
- Time spent: the actual time spent
2. Task Organization #
Tasks can be organized in several ways:
- By milestone: Group tasks by project phase
- By manager: Track each team member's workload
- By status: track overall progress
3. Automatic notification of authorized individuals #
Kafinea can automatically send a notification email to users authorized to join a project task. This workflow-triggered mechanism allows you to invite available and qualified team members.
How it works:
- A list of authorized users is defined (via a custom view)
- When the workflow is triggered (for example, when a task is created or when its status changes), an email is sent to authorized users who have not yet been assigned to the task
- The email contains the task details so that people can decide how to proceed
Good to know: This feature complements the notifications about available assignments sent to individuals and the waiting list for assignments. Together, these features help automate the process of recruiting and assigning staff to assignments.
4. Frequently Asked Questions #
How do I track the time spent on a task?
Update the field Time Spent as you make progress. Comparing this with the Estimated Time helps identify when you're running over schedule.
Can a task be assigned to multiple projects?
No, each task is linked to a single project. If an action involves multiple projects, create a task in each project.
Are project tasks visible in the calendar?
Project tasks are separate from calendar events. They can be viewed in the Project Tasks module and in the record .