Creating, Assigning, and Managing Tasks

This guide will walk you through the process of creating, assigning, and managing tasks in details.

If you need more help, don´t hesitate to reach out to our Label Team (for Labels) or Simo (for Booking).

1. Creating a Task

Step 1: Navigate to the Tasks Section

1. 1. Log in to your Details system.
      
      
   2. Access All Tasks (Main Task Management Interface)
      From the left-hand navigation menu, select "TASKS" to access the main task management interface. This will display all tasks across different sections.
      
      
   3. If you want to manage tasks related to specific items, you can access them directly through the relevant sections. To do this:
      • Click on the section name in the left-hand menu (e.g., "RELEASES" under "CATALOG").
      • Once in the section, select an item from the list of available items.
      • After selecting the item, you will see a sub-menu. Click on "Tasks" in this sub-menu to view, add, or manage tasks specific to that item.

Step 2: Open the Task Creation Form

1. In the task section, click on the "+ Add Task" button at the bottom of the task list.
   • If you are within a specific category like "Booking," "Product," or "Release," make sure you are in the relevant tab before adding the task.
2. This will open the "New Task" form.

Step 3: Enter Task Details

1. Task Name: In the task creation form, enter the task name in the "Task Name" field (e.g., "Check if Hotel has a Gym").
2. Timeframe Selection: If applicable, select the relevant months or periods for this task (as shown by the month checkboxes).
3. End of Month: If this task is due at the end of the month, ensure the "End of Month" checkbox is selected.
4. Day Shift: Enter or select the day shift if this applies to the task.
5. Assigned User: Choose the user responsible for this task from the "Assigned User" dropdown menu.
6. Sent User: If the task is being sent from another user, select the appropriate person from the "Sent User" dropdown menu.
7. Extra Fields (Optional): If additional fields are needed, click "Add Extra Field," enter the field name and data type.

Step 4: Save the Task

1. After entering all the required details, click "OK" to save the task.
2. The task will now be visible in the task list under the selected category.
   
   

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2. Assigning and Managing Tasks

Step 1: Assign a Task to a Team Member

1. After creating a task, if you haven’t already assigned a user, locate the task in the task list.
2. Click on the task to open the details.
3. Use the "Assigned User" dropdown to select the team member responsible for the task.

Step 2: Update Task Status

1. To update the status of a task, locate it in the task list.
2. Click on the task name to open it.
3. Find the "Status" dropdown and select the current status of the task (e.g., "Open," "Pending," "Completed").

Step 3: Monitor Task Progress

1. Regularly check the tasks in your TASKS section.
2. Review the Status and Due Date fields to ensure tasks are on track.
3. If necessary, click on a task to edit details, reassign the task, or change the due date.

Step 4: Mark a Task as Completed

1. Once a task is finished, open the task by clicking on its name.
2. Change the status to "Completed" from the status dropdown.
3. Optionally, add any final notes or comments in the task’s Notes field before saving.
   
   

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Tips:

• Group Similar Tasks: If you have repetitive tasks, consider using Task Groups to organize them.
• Stay Organized: Regularly update task statuses and due dates to keep your workflow smooth and avoid bottlenecks.
• Use Filters: Use the filtering options in the task list to quickly find tasks by status, due date, or assigned user.