Tasks

Tasks help you break down work into actionable items and track their progress. By assigning tasks to specific users, setting due dates, and updating statuses, Webman ensures an organized and collaborative workflow for your team.

How to Create a Task

1. Navigate to New Task from the left navigation panel.
2. Click + Add Task to add new task.
3. Fill in the necessary details, including the task title and description.
4. Set the Due Date, assign the task to a user, and select its Status
5. Click Add Data to add new task.

How to Track and Manage Tasks

1. Users will receive email notifications for new tasks assigned to them.
2. Log in to the system to view and respond to tasks.
3. Navigate to Tasks from the left navigation panel.
4. Hover over the task, click Actions, then select View to open its details page.
5. Click + Add Reply to add comments, attach any necessary images, and click Submit.
6. Both admins and users will receive email notifications when new comments or replies are added.
7. Admins can update the Status to mark the task as completed when it is finished.