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Task Management Guide

The Task Management module empowers teams to collaborate efficiently by organizing tasks within projects and teams. This guide walks you through the process of creating a team, setting up a project, and adding tasks.

🌐 Purpose​

  • Organize tasks within structured teams and projects
  • Assign responsibilities to team members
  • Track progress and deadlines effectively
  • Enhance collaboration and productivity

🧭 Navigation​

Access the Task Management module via:
👉 zupians.com/task-management

📌 Accessible from both user and admin dashboards.

👥 Creating a Team​

Teams serve as the foundational units for collaboration. Follow these steps to create a new team:

  1. Navigate to the Teams section in the Task Management module.
  2. Click on the "Create Team" button.
  3. Fill in the required details:
    • Team Name
    • Description
  4. Add members and assign roles.
  5. Click "Save" to create the team.

Create Team

📁 Creating a Project​

To create a project:

  1. Go to the Projects section.
  2. Click on the "Create Project" button.
  3. Enter:
    • Project Name
    • Description
    • Associated Team
  4. Set start and end dates, assign project manager if needed.
  5. Click "Save".

Create Project

✅ Creating a New Task​

To add a task:

  1. Inside a project, go to the Tasks tab.
  2. Click on "Add Task".
  3. Fill in:
    • Task Title
    • Description
    • Assignee
    • Priority
    • Due Date
  4. Attach relevant files (optional).
  5. Click "Create".

Create Task

📬 Notification:
Once a task is created, both the assigner and the assignee will receive email and web push notifications.

  • Assignee is notified of the new task assignment
  • Assigner is notified of task creation success

🔄 Task Updates & Notifications​

Each action in the task lifecycle triggers automatic notifications:

ActionNotified PartiesType of Notification
Task AssignedAssigneeEmail + Web Push
Task Status UpdatedAssigner & AssigneeEmail + Web Push
Task Marked CompleteAssignerEmail + Web Push
Task OverdueAssignee + Project MgrEmail + Web Push

📊 Task Overview and Management​

You can:

  • Track status updates (Not Started, In Progress, Completed)
  • Add comments for collaboration
  • Get notifications for updates
  • Use filters/views to manage tasks

Task View

🧪 Getting Started​

For Team Members​

  • Join the team
  • Access assigned projects
  • Review and update task statuses
  • Add comments and collaborate

For Project Managers​

  • Create/manage teams and projects
  • Assign tasks
  • Monitor timelines and status
  • Facilitate progress and unblock issues

🧠 Frequently Asked Questions (FAQ)​

1. Can I assign a task to multiple team members?

Currently, a task is assigned to one member. For collaboration, create subtasks.

2. How do I change the priority of a task?

Edit the task and choose a different priority from the dropdown menu.

3. What happens when a task is overdue?

Overdue tasks are flagged and notify the assignee and project manager.

4. Can I duplicate a task for recurring activities?

Yes, use the Duplicate Task option to copy task structure.

5.Where user can view assigned task?

User can view/update assigned task from their dashboard.can also track progress of each assigned task

Need help? Reach out to the support team or visit the help center for more tutorials.