Task Module

TeamOB task management 

To open the task management page, you can right-click on the TeamOB agent running in your computer and select the Dashboard or task.

Or

Open Google Chrome. Type your TeamOB URL and enter the credentials. In the top navigation bar, click on the “Task” menu

#View Tasks

1) List view

2) Compact View

3) Calendar View

Click on the Task Menu.

From the top bar menu, click on the icons present for list, compact, or calendar view.

*Task List View

# Calendar View

1) Click on any date to create the task.

2) To change the due date. Simply drag and drop the task to another date cell.

# Filter/Group Tasks

You can filter the tasks for a specific user, date, or task status.

1) From the task list, click the filter button.

2) Similarly, to view group tasks, click on the Group by button.

#CREATE NEW TASK

1) Click on the create task button, present in the top left.

# Bulk upload and assign tasks using Excel

Click on the Import task link present in the top right corner of the page

Download the sample CSV file.

Update the columns with your own task description.

Save the CSV file.

Upload your CV and press Continue.

# View the task and write comments.

Click on the task title from the task list page (All Tasks|My Tasks).

4) Scroll down the page to the “Write your reply” box, add the note, and press the Post button.

# Reassign the task to someone else.

Click on the task title in the list view. You will have a detailed view. Choose your executive from Assign to drop down. Press Post.

*Update Status

1) Click on the task to open a detailed view.

2) From the Status drop-down. Choose task status.

3) Press Post.

Please note if the task status is closed and you open it and write some notes. Its status will change again to in progress.

# Update estimated completion hours

1) There are two ways to update the estimated task time.

2) Method 1: In the task list view, click here.

3) You will see two boxes. The first one is for hours, and the second one is for minutes. Click on the first box and enter hours, press the tab. Your cursor will be in the second box. Enter minutes and press tab.

4) Method 2: Open the task in a detailed view.

5) Navigate down and find the estimated hours box.

6) Once edited, save the form.

*Move tasks to another project

1) Sometimes you may like to move the task to another project. You might create it under the wrong project.

2) In the task list, click the highlighted icon.

3) Click on Move to Project.

4) Choose your project from the drop-down and save.

*My tasks

To view all tasks assigned to logged-in users

*Switch project

If you wanted to load the tasks of another project, You can switch your project using the highlighted drop-down.

#File Menu

1) When you create tasks or write replies, there is an option to attach some files for references.

2) All these project-related files can be viewed in one place.

3) To view, click on the Files link present in the left navigation of the task module.

#Milestones

The collection of tasks needs to be completed within the specified time.

You can view milestones in two ways.

1) Manage milestones

2) Milestones in Kanban view..

*Manage milestones

2) Click on the Create Milestones option to add milestones for the selected project.

3) Add the title, start date, and end date.

4) Click on the Add button.

5) Mouse over the created milestones to view the options like add task, mark as complete, edit, and delete. 

6) On clicking the add task option, you will get a pop-up that will show all open tasks.

7) Click on the check box to add the task. Click on Add or the Add & Continue button.

8) On clicking the complete option, the milestones will move to the completed tab.

*Milestones Kanban View 

1) In the Kanban view, you can create milestones and change the task status.

2) Choose the required option; e.g., if you close the task, it will increase the closed task percentage.

3) Also, you can view at the top of the milestone block the count of the days in which the task was completed.

4) You can move tasks to other milestones by clicking on the Move to Milestones option.

#Analytics Menu

Use this section to get a quick report of all tasks, e.g., how many tasks are in progress, closed, etc. You can filter this report on dates.

1) Click on the Analytics menu. This page consists of three tabs.

i) Task Report

ii) Hour Spent

iii)Weekly usage

*The task report consists of

i) Task Type: Pie Chart

ii) Task Type: Statistics

iii) Task Trend Chart

The pie chart showed the percentage of different task types like bugs, development, etc. Statistics keep Stats of total tasks created, resolved, closed, and the hours spent on each task. The trend chart displayed the analytics of the task in a graphical way.

*Hours Spent

1) Click on the analytics link from the left navigation.

2) Click on the hours spent tab.

3) This will show you a summary of the total time spent on the project and the total time spent by each developer on

selected project

*Weekly usages

1) Click on the analytics link from the left navigation.

2) Click on the weekly usage tab.

3) Get a quick report of the total tasks created this week, how many people logged in, etc

#Archive Menu

1) Click on the Archive menu.

2) On the opened page, you will see two tabs.

i) Tasks

ii) Files

All the tasks and files from the Tasks and Files menu marked as Archive will be shown in this Archive menu. By clicking the checkbox, you can restore or delete the tasks and files.

# Export Task

1) Click on the task menu.

2) Click on Manage Account (top right) and choose import and export.

3) A detailed description of import tasks is present on the page.

4) If you want to export the task, click on the Export task button.

5) Select the required filters and press download as CSV.

#Task type

Systems have some predefined task types, like development, bugs, and ideas. However, you have the option to create new task type

1) Click on Manage Account from the top right.

2) Click on task types.

3) Press the button. New task type

4) Enter the task type and save.

#Templates

1) Click on the Templates menu from the left-side menu options.

2) Click on the Create Task Template option.

3) Add a title and description.

4) Click on the Create button.

5) Mouse over the template block to view the edit, delete, and disable options.

6) To use created templates, click on the Create Task Button from the left-side menu bar.

7) The Create Task page opened.

8) In the description field, click on the template drop-down icon.

9) Choose the required templates.

TeamOB Task: Google App Scripts Manual 

How do I create a project in the TeamOB Portal? 

1. Login to the TeamOB Portal as an admin or project manager. 

2. Click on the Manage Menu. 

3. Click on the Projects submenu. 

4. The project list page is open. 

5. Click on the Action button in the right-top corner. 

6. Click on the Add New Project option.

7. Add a new project page. 

8. Enter the details such as department name, project name, start date, due date, customer name, project manager, and estimated hours. Keep the status of the task default active. Also, keep the completed status number until the task is completed. Update the completed date to indicate when the task will be completed.  

9. Click on the Submit button from the right-top corner. 

How do I assign users to the project? 

1. Click on the Manage Menu. 

2. Click on the Users submenu. 

3. Edit users. The Edit Users page is open. 

4. Scroll to the Projects section. Assign your project to the users.

5. Also add the same project name inside the “TASK USER PRIVILEGE.”

6. Click on the Submit button.

How do I configure TeamOB Task: Google App Sheet with TeamOB Portal?

1. Open the TeamOB Task Google Sheet. 

2. Click on the TeamOB Task menu. 

3. Click on the Register with TeamOB option.

4. Once registration is done, click again on the TeamOB Task Menu. 

5. Click on Register with TeamOB.  

6. A pop-up “Connect your Sheet with TeamOB” will open.  

7. Enter the project name. 

8. Click on Submit. 

9. A registration success pop-up appears. Click OK and reload the sheet. 

10. Click on the TeamOB Task menu from the sheet.

11. Click on Create Task. Two options will be displayed.

A. Selected tasks. 

B. All tasks. 

12. On select rows of tasks, click on TeamOB Task, Create Task, or Selected Task. Selected tasks in the row will sync to the TeamOB portal. 

The task ID in the sheet will auto-update from the TeamOB Portal after tasks sync. 

How do I assign sheet tasks from the TeamOB portal to the employees? 

1. Login to the TeamOB Portal. Click on the Tasks menu from the top bar. 

2. As you will notice, Google Sheet tasks are listed in the portal. Select the project for which you sync the task from the sheet.

3. Click on the task. 

4. On edit tasks, you can write a note for the task, assign it to the user, and change the status of the task. 

5. Click on more options to update the progress of the task. 

6. Click on the post button.

How do I check milestones?  

1. Click on the Milestones menu.

2. Select the required project from the drop-down menu on the top bar. 

3. Close the project. 

4. You will notice the percentage of the closed task.

How do I get project reports? 

1. Click on the dashboard menu for tasks. 

2. Click on the Projects tab. 

3. The project report shows the details of the project name, project manager, customer, start date, end date, planned hours, hours devoted, completion of the last task, milestone, current task status, project status, and note.

4. On the Note field, double-click and type your note. It will auto-save.