Creating Tasks

  • info_outline
  • Please note: Tasks can only be created within an active project.

To create a task, follow these steps:

  1. Select projects from the main navigation
  2. On the project page either create a new project or open an existing project from the active projects list.
Dozillo Projects Page Screenshot
  1. Within your selected project, you will see a tab called tasks and under that tab you will see another highlighted tab labelled active. Under this active tab Click or tap on the + new task button.
Dozillo Add New Task Screenshot
  1. The add new task panel will open.
Dozillo New Task Form Screenshot
  1. Enter a title for your task. We recommend you keep this short as it will be displayed on the task card and should be quick to read at a glance. You can add a more detailed description of the task under task notes within the body of the task.
  2. Assign the task to a member of your team. If there are no team members listed, you will need to add them to the system.
  3. Enter a time budget for the task. This will be deducted from the project unassigned time budget.
  4. Set a start date. By default this is set to the current day, but if the task cannot start until the future, you should change the start date to the future date.

    This is important because the start date, along with the time budget and the assigned users available free time, is used to calculate the task due date.

  5. Click or tap the calculate button to automatically calculate your tasks due date, based on the time budget and start date you have set.

    If the calculated due date doesn't suit and you wish to change it, simply click on the date field and select an alternative due date.

Dozillo Change Due Date Screenshot

Setting an earlier due date than what the scheduler provided will fire one of two alert types, both highlighting there is insufficient free time for the assigned user to complete this task. This happens because the new date range you have selected doesn’t have enough working time within it for the assigned user to complete the task.

Dozillo Task Alert Screenshot

This will have been caused by 1 of the following 3 reasons:

  1. The time you have allocated to the task exceeds the total amount of available working time the user has for the selected date range.

    For example you have allocated 21 hours to the task and selected a date range of 2 working days. The assigned user only has 14 working hours available within that date range as they only work 7hrs per day (2 days x 7hrs = 14hrs).

    This means the user total working capacity is 7hrs short of your allocated task time (21hrs task time allocated - 14hrs working time availabe within the selected date range = 7hrs insufficent time)

    You can resolve this by reducing the time allocated to the task or by moving the due date further into the future to accommodate the time allocated to the task.

  2. The assigned user you have selected has tasks, holidays or fixed closures already scheduled within the set date range you have selected.

    You can resolve this by either resetting the due date or by pushing scheduled tasks out. Please note pushing tasks out if permission based and you may only be able to push out tasks created by yourself. If you need to push all tasks out, please speak to your system administrator.

  3. A combination of both points above. The assigned user has tasks already assigned to them within the selected date range and the time budget you've set exceeds the total amound of working time the assigned users has within the selected date range.

  1. Optional step - Add any task notes you want for the task. These can be added or amended at a later date by anyone.
  2. Optional step - Add sub tasks. These can be added or amended at a later date by anyone.
  3. Click or tap the green make active button at the bottom of the form.
Dozillo Option Task Details Screenshot
  1. Success! - You have created your first task.
  2. Your new Tasks will appear under the active tab selector in the tasks tab. Tasks are ordered by due date, with the earliest due date coming first.