In Goal Management, a Goal Owner can create and assign a task to any resource member.
Creating a task in Goal Management is a simple and user-friendly process.
Users with Goal Owner access can log in with their credentials to land on the Goal Owner interface, or select the Goal Owner Interface from the Goal Management section under the Solution icon.
Note: The steps provided are sample instructions and can be customized based on specific requirements, but the core workflow remains the same.
From the Issued Goal(s) table widget, select the goal for which you want to create a task. Users can also create a task through Quick Links.
Go to the PM tab under the PM section and click on the Create New Record icon.
The system automatically captures the Project Manager Name and Goal ID.
Select a resource person in the Assign To field, enter the Task Name, and choose the Task Priority.
Select the Start Date and Due Date.
Add a description if required and click on Save button.
Click Save to apply the changes. The assigned resource will receive a notification regarding the task and they will update the task status as per their work progress.
Based on the task status, the project manager will update the status in the PM tab.
