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How to Create Your First Task in Bizman

In project management, a task is the building block of success. Bizman offers a straightforward way to create, define, and set task deadlines within the Task Management system. Here's how to create your first task in Bizman.

 

Clear task assignments and deadlines help team members stay focused and productive, leading to more efficient work processes. In this guide, we'll walk you through the simple steps of creating tasks in our platform. Before we dive in, let's understand why task management is essential and how it can simplify your team's workflow.

 

Task Definition

A task is a clearly defined action or activity assigned to an individual, which must be completed within a set timeframe in order to achieve a specific goal or objective. Tasks can vary greatly in terms of complexity and scope. They may range from simple, one-time actions to more intricate tasks that require further breakdown into subtasks to facilitate easier management and tracking. This flexibility allows for effective task planning and organization, ensuring that both small and large objectives are efficiently completed.

 

Task Management

Task management involves the process of planning, organizing, assigning, tracking, and controlling tasks to ensure their successful completion. It encompasses creating tasks, assigning them to team members, monitoring progress, and adjusting priorities as needed. Effective task management helps streamline workflows, improve productivity, and ensure that tasks or projects stay on schedule and within budget.

 

How to Access Task Management in Bizman

To get to the task management tool in Bizman, simply click on the 'Tasks' option found in the main menu on the sidebar.

 

Steps to Create a Task in Bizman

create task button in Bizman

 

To create a new task, locate the 'Create Task' button, positioned at the top-right corner of the interface. This button is consistently available across the platform, not just within the Task Management section, making it easy to access from anywhere. Next to this button, you will also find the timer icon, which can be used to track time.

 

Clicking on the 'Create Task' button will open the Create Task form, where you can input all necessary details, assign team members, set deadlines, and define priorities for the task.

Create task form in Bizman

 

Enter the Task Details:

 

  • Task Name - Provide a descriptive name for the task, clearly indicating what needs to be done.
  • Description - Write a detailed description of the task, outlining its objectives, requirements, and any other relevant information. This helps team members understand the task's scope and expectations.
  • Estimated Hours - This refers to the anticipated amount of time or duration required to complete the task.
  • Priority - Indicate the priority level of the task (Urgent, High, Medium, Low) to help prioritize workloads.
  • Assignee - Assign the task to a specific team member responsible for its completion. This ensures accountability and clarity regarding task ownership.
  • Client - This refers to the specific individual or organization for whom the task is being performed or who has requested the task to be completed.
  • Due Date (Optional) - Specify the deadline or due date for completing the task.
  • Start Date (Optional) - Specify the designated date or time when a task is scheduled or intended to begin.
  • Followers - These are individuals or team members who receive notifications and updates regarding a specific task's progress and developments.
  • Links and Attachments - Users have the option to add attachments and additional links to provide more context and resources related to the task. This allows for comprehensive documentation and facilitates better understanding and task execution.

 

The Task Name, Priority, Assignee, and Client fields are required. After entering all necessary task details, click on the 'Save' to save the new task.

 

In conclusion, task management with Bizman streamlines the process of organizing, assigning, and tracking tasks, making it easier for teams to stay aligned and productive. The platform’s intuitive design, including features like the prominently placed 'Create Task' button and centralized task information, ensures a hassle-free experience when creating and managing tasks.

 

Bizman enhances collaboration through tools like @mentions, facilitates transparency with real-time updates, and improves accountability by clearly defining responsibilities and deadlines. This structured approach not only boosts productivity but also supports better decision-making and ensures successful task execution.