A task group is a group of common tasks that are not necessarily assigned to one specific client but are more general tasks that the organization/ a certain division performs for several clients. Creating a task group can allow an employee to report the same common tasks for different clients.
How do I create a new Task Group?
Only a user with manager permissions can create task groups.
1. Go to Management > Task Groups
In this screen you will see all the task groups in your organization.
To add a new task group press the button "Add".
A new row will be added at the bottom of the task group list. Fill the task group name and finally press the "save" button.
2. Go to Management > tasks>
Select task Group and then press the button "Add".
It will open a new row for the name task, when you finish adding all the tasks, please save
3.Management > task group customer's mapping>
Select the task(s) group and the costumer(s) then save
4. Assign the task group to the employees
4.1
4.2
4.3 Select the task groups for each employee and save