How to Create a Task

Introduction #

Managing tasks within a project is essential for keeping work organized and on track. This article provides a step-by-step guide on how to create tasks in the Cosmic ERP Project module, ensuring all necessary details are captured and managed effectively.

Prerequisites #

Before you begin, ensure you have an existing project created in the Cosmic ERP Project module.

Steps to Create a Task #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Project System
   • Once logged in, locate and click on the Project System from the main menu.
3. Access Projects
   • In the Project System, find and click on the ‘Projects’ option.
4. Select a Project
   • Click on any created project to which you want to add a task.
5. Access Tasks
   • Within the selected project, click on the ‘Task’ option.
6. Add a New Task
   • Click on the ‘Add task’ button in the appropriate column (To Do, In Progress, Review, Done).
7. Enter Task Details
   • Task Name: Type in the name of the task.
   • Estimated Hours: Input the estimated number of hours required to complete the task.
   • Priority: Set the priority level for the task (e.g., low, medium, high).
   • Start and End Date: Select the task’s start and end dates from the calendar.
   • Task Members: Choose the team members responsible for the task.
8. Create Task
   • Once all information is entered, click on the ‘create’ button to save the new task.

Conclusion #

Creating tasks in the Cosmic ERP Project module helps ensure that all project activities are well-organized and tracked efficiently. By following these steps, you can manage your project’s tasks effectively and keep your team on track.