Planning Module - Tasks

1. Overview of the Module:

The Planning module brings together project tracking, task management, and team communication in a single, unified workspace. Teams can create and monitor projects, manage tasks across multiple views, log time, set priorities, and collaborate directly on tasks — ensuring nothing gets lost and everyone stays aligned throughout the lifecycle of every project.

2. Key Features:

• Projects: Create and track projects, assign a project leader and team, and link them to customers.
• Tasks: Add and manage tasks related to projects, with full control over status, priority, and assignment.
• Kanban Board View: Visualize tasks by status in a drag-and-drop board.
• List View: View all tasks in a structured, sortable list.
• Card View: Browse tasks as individual cards for a compact overview.
• Comments, Notes, Time Logging and Reminders: Collaborate and keep records directly on each task.
• Task Prioritization and Assignment: Set priority levels, assign team members, and track changes through a full audit trail.
• Messages Panel: Manage all task-related communication in one central place, without losing context.

Instructions:

3. Adding a Project:

• Navigate to Planning → Projects and click New.
• Input all mandatory and optional data as desired:
  • Project Name: Title of the project.
  • Description: Brief summary of the project scope or purpose.
  • Customer: Link the project to a customer in the system.
  • Project Leader: Assign the person responsible for the project.
  • Project Team: Add team members who will work on or have visibility over the project.
• Click Create to save the project.

4. Adding a Task:

• Navigate to Planning → Tasks and click New.
• Add the task name, project, and all optional fields as desired:
  • Task Name: Title of the task.
  • Project: Link the task to an existing project.
  • Assignees: Add one or more team members responsible for the task.
  • Priority: Set the task priority (e.g. Low, Normal, High, Urgent).
  • Status: Select the current status of the task.

5. Changing Status, Priority, and Other Task Details:

• Click on a task from the list or Kanban board to open it.
• Use the small Edit button next to each field to update it individually.
• Some fields can also be edited by clicking the Edit button at the top of the task.

6. Adding Comments, Notes, Logging Time, and Setting Reminders:

• Click on a task from the list or Kanban board and select the desired action from the Discussion panel.
• Select the action you need:
  • Comment: Add a message, tag colleagues, or reference other tasks in Appesco.
  • Note: Add an internal note visible only to you.
  • Log Time: Record time spent, linked to the project or respective task.
  • Reminder: Set a personal reminder for yourself related to a specific task.

7. Using the Messages Panel:

• Navigate to Planning → Messages for an easy overview of all messages on tasks.
• Use the available filters to focus on what matters:
  • All Tasks: View messages across every task.
  • Your Tasks: Show only messages from tasks assigned to you.
  • Unread: Filter to messages you have not yet read.
• Add comments and open tasks directly from this section.