In the Wavity Project Portfolio Management Solution, Project Managers can easily create and assign tasks to other users.
Users with Project Manager access can log in using their credentials and will be directed to the Project Manager Persona.
Note: The steps provided serve as sample instructions and can be customized based on specific requirements; however, the core workflow will remain the same.
Tasks can also be created from Quick Links by selecting Create Tasks.
In the Assigned Projects table widget, select the project for which you want to create a task.
Navigate to the Task tab. Under the Associated Tasks section, click the Create New Records icon.
In the Task tab under Task Info, the Project Manager field is automatically populated. In the Assigned To field, select the user you want to assign the task.
The Project Title will be auto-filled. Enter the Task Title and choose the Task Stage from the dropdown.
Set the Priority, specify the Allocated Hours, and if billable, select Yes. Choose the Start Date and End Date for task completion.
If needed, add any relevant details in the Description box. Once all details are filled in, click the Save button to complete the task creation.
Once a task is created, the assigned user will receive a notification and is responsible for working on the task and updating its Status accordingly.
