Get started

Welcome to Tasks. This is a quick start guide for new users. Follow this guide to get acquainted with the application.

1. Make sure Master data is correct.
Go to “Control Panel” and select “Master data”. That is your company profile. Those data is used for invoices to and from you and within automatic notification emails.

2. Create service types.
Service types define the kind of services you offer. E.g. software development, technical support, copywriting, web design and so forth. Whenever you track time you will be asked to select a service type.

Go to “Control Panel”, select “Service types” and then “Create new service type”.

3. Create clients.
The first thing you have to do is to create one or more clients. You do that by clicking “Clients” and then “Create new client”.

Once a client has been created you can choose whether to grant the client access to log into your account. You should only do that if you want your client to be able to log in and create tasks for you.

4. Create projects.
Go to “Projects” and select “Create new project”.

5. Create tasks.
Once you have created clients and projects you can create tasks. Go to “Tasks” and select “Create new task”. Once a task has been created you’re able to comment the task (like a blog) and track time related to that particular task.

That’s it for the basics. Now you it’s up to you to explore the other features of the application – have fun!

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Kontakt Support

Skriv til os på support@tasks.dk hvis du har brug for hjælp med et problem, eller hvis du bare har noget du gerne vil fortælle eller spørge os om.