Nutcache makes it easy to manage your project workflows through tasks. Here’s a quick guide on how to create and manage tasks effectively.
Creating a Task
You can create a task in two ways:
1) Inside a Project: Go to the project, navigate to the Task lists tab, and click on the + Task button.
2) Global + Button: Click on the global + button to create a task from anywhere within Nutcache.
When creating a task, you’ll need to fill in basic details like:
- Task Name
- Start and End Dates
- Assignees
Task Details
Once a task is created, you’ll be able to see and manage it through a pop-up window.
Left Panel – Task Details Overview
1) Status/Column: View and update the task's status by clicking the button.
2) Project: The project this task is linked to.
3) Task Name: Edit the task name by clicking on it.
4) Task Tabs: Switch between Overview, Time Entries, and Expenses for this task.
5) Description: Add detailed information about the task.
6) Subtasks: Break the task into smaller steps if needed. Learn more here.
7) Checklists: Use checklists to ensure nothing is forgotten.
8) Activity Log: Track changes made to the task.
9) Comments section: Add or read comments within the task.
Right Panel – Task Actions
1) Recurring Task: Set the task to repeat on a regular basis if needed. Learn more here.
2) Follow: Get notifications for any changes made to this task.
3) Add Attachment: Share documents and files by adding them to the task.
4) Start Timer: Track time spent on this task using the timer.
5) More Options: Streamline your work with additional task options:
Duplicate: Create a copy of the task.
Move: Move the task to another status or column.
Copy URL: Share a direct link to the task.
Follow: Get notifications for task changes.
Mirror: Mirror the task in another task list.
Blockings: Set rules for task dependencies.
Delete: Permanently remove the task (with confirmation).
6) Assignees: See who is responsible for the task.
7) Priority: Set the task’s priority level to help with project planning.
8) Labels: Add labels to organize tasks within the project.
9) Planned Dates: Manage the task’s start and end dates.
10) Estimated Time: Estimate how much time the task will take.
11) Allocated Time:
The "Allocated Time" field lets you see how much time is planned for a task or sub-task. You can manage this time in the Workload module (available with the Pro+ plan).
If no time is allocated, an icon appears next to "Allocated Time”, just like in the image above.
If time is allocated, the total appears next to "Allocated Time."
Clicking on the total:
If the user's profile permission for time entries is "Assigned" or lower, only the user's allocated times will be displayed.
If the user's profile permission for time entries is "All," then the list will include all allocated times for all users.
NOTE: The Workload module is required to define allocated time properly.
12) Time Logged: Track the total time logged for this task.
TIP: If you want to make it even more detailed, you can also add custom fields to your tasks. Learn how to do it here.