Zurmo – Adding Tasks to a Project

Your new business Project needs more definition in the form of specific tasks in order to progress the project to a 100% completed status. Zurmo makes this easy. Let’s get started!

The first step is to make sure you are on your Zurmo Dashboard. By selecting the Home button you will be situated on your Zurmo Dashboard.

Home Dashboard

Once on the Zurmo Dashboard, you notice the panel with the Home button also contains several other options such as Inbox, Accounts, Leads, Contacts, Opportunities, Marketing, Reports, and Projects.

Select the Projects button on the Dashboard navigate to the Project section of Zurmo.

projects

When the Projects section is selected, the screen will refresh taking you to a project dashboard highlighting all of your active projects. In the Active Projects List, select the project name you want to add tasks to by clicking on the project name.

add task

Once the Project Name is selected, the screen will refresh and offer three selections including Details, Options, and ‘Create Task. Select ‘Create Task’.

add new task

Once the Create Task option is selected, a new screen will open providing for the input of task detail. Note that Zurmo will present you with an abbreviated task screen at first with the opportunity to input the Task Name and Task Details. To input all of the details affiliated with a specific task, click on the ‘More Details’ option in the Create Task screen.

Task details

Once you click on More Details, the Create Task screen enlarges to reveal the remaining input fields such as Due Date, Owner, Status, and more.

enlarged task details

Continue to complete all of the fields with the required Task information. Note that certain field names such as Name for example are marked with a red asterisk (*) which denotes a required data field.

Once you have completed entering data in all of the required and other Task fields, scroll to the bottom of the screen and select Save.

Save

Once the Save option is selected, Zurmo will refresh the screen with a new screen designed for adding Task Collaboration options. Using the Task Collaboration options is optional and will be covered in a separate post. For the purposes of adding a new Task, simply click on the “X” in the upper right hand corner of the Task Collaboration screen to close this option.

collaboration

Once the Task Collaboration screen is closed, the new Task is added to the project task array and appears on a new screen with a Kanban look and feel.

task kanban

Tasks are automatically classified as ‘Someday’ and can progress to ‘To Do’. ‘Working On’, or ‘Completed’ by dragging the task from column to column as appropriate for the status of the task.  In the illustration below, the task for Test 1 has been dragged to the ‘To Do” column.

Task to do

Also note that by returning to the Projects option in Zurmo, the Projects Dashboard reflects the task progression to ‘To Do’ and that the Task Activity Feed reflects a new entry updating the most recent task activity.

task progression

Congratulations, you have added a task to a Project in Zurmo and with a click and drag, progressed that task to the next stage!

(c) 2013 Windsor Wallaby. All rights reserved

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Author Spotlight

Windsor Wallaby

Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.

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