Teamwork

Access: Application Config → Apps Management → Base, configure → Enable the Team Management option (Configuration tab, at the bottom of the page)

The Teamwork menu entry will then appear on the left.

1.1. Access : Application Config → Apps Management → Base, configure → Enable the Team Management option (Configuration tab, at the bottom of the page).

Teams

Access: Teamwork → My Teams / All Teams

A user can be associated with one or more teams.

A team typically consists of a name, a role, and various members.

1.1. A user can be associated with a team. A team typically consists of a name, a role, and various members. Tasks can be assigned to a team.

Tasks

Access: Tasks → My Tasks / All Tasks

It is possible to assign tasks to a team.

1. Enter the essential information for your task, such as its name. Assign a team.

2. When creating a task, specify its priority (low / normal / high / urgent).

3. Indicate the status of the task (new / in progress / closed / canceled).

caution

It is also possible to manage project tasks in the Project app with more advanced tracking data. However, this is a different and distinct object from team tasks.

4. Defining a role allows you to decide who will perform this task.

5. Frequency: allows you to set the recurrence of a recurring task. Select the type of frequency: “day of the month” or “every N weeks.”

6. View the task on the Calendar by clicking on the Calendar icon on the task's sheet.

7. Subscribe to a task to view the latest actions taken and view the most recent exchanges regarding this task. Click on "Subscribe+".

1.1. The task creation page. You can set the priority of a task.

1.2. On the task configuration page, click on the Frequency tab. Then click on + to add a new frequency.

1.3. When you create new frequency, a window with frequency configurations will open. Here, you can configure the frequency.