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.
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.
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.
Once the Project Name is selected, the screen will refresh and offer three selections including Details, Options, and ‘Create Task. Select ‘Create 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.
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.
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.
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.
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.
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.
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.
Congratulations, you have added a task to a Project in Zurmo and with a click and drag, progressed that task to the next stage!
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