Tasks

This article explains how to add a new task in Qoyod, the required fields, viewing a task, linking it to a project, and managing users assigned to it.

Path in Qoyod

Tasks and Projects › Tasks › Add Task

Add a new task

1. From the main menu, choose “Tasks and Projects” then “Tasks”.
2. Click “Add Task”.
3. Fill in the required fields (see the next section).
4. Click “Save”.

Task fields

• Reference Number: generated sequentially by default; you can change it.
• Task Name.
• Task Description.
• Priority: Very High, High, Medium, Low, None.
• Due Date.
• Privacy: controls whether the task is visible privately.
• Add to Project: link the task to an existing project.
• User: choose a user who can access the task.
• Attachments.

View task

When you click “View” next to a task, the page is split into:

• Task Name.
• Business Documents.
• Task Options.

Manage projects on a task

To add or remove a task from a specific project:

1. Open the task from the task list.
2. Click “Manage Project” at the top right of the page.
3. Add or remove project links.

Manage users on a task

From the “Manage Users” button on the task page, you can add or remove the users assigned to it.

Notifications

The notifications feature alerts users when a task is assigned to them or whenever a change is made to it.