Project & Task Management

To track your teams' daily work and large projects, you can use Novasis's advanced Task Management module.

Creating Projects and Assigning Members

You can gather your large jobs involving multiple tasks and processes under Projects.

1. Go to the Projects tab from the left menu and click the "New Project" button.
2. Define the project's name, start/end dates, and budget.
3. Members (Owner and Team Assignment): You can select the "Owner" when creating the project. After creation, you can assign other team members to the project from the "Members" tab on the project details page. (Note: Project visibility depends on your employees' general 'Projects' permissions in the system, rather than individual assignments.)

Tasks and Status Tracking

You can open daily jobs linked to projects as Tasks.

• Assigning a Responsible Person: You can assign a task to a specific team member.
• Deadline: You can select by when the task must be completed. The system automatically sends a notification when the date approaches or passes.
• Task Statuses: You can track the progress of the project by updating your tasks with statuses like "Pending", "In Progress", "Completed", and "Cancelled".