Learn how to create a task in just some clicks!
Within our planning application, you can create a task just easily and also modify it easily.
Have a look at this video that shows the basics of task creation:
Read more about tasks management
As always, you can contact us to have a free demo online and you can also watch more videos.
Selection and Creation Mode
These modes have been designed to make tasks management easier.
This mode allows you to create tasks on the schedule drawing a rectangle or double clicking.
This mode allows you to select several tasks at the same time and to move them on the scale time.
By default, you are in a creation mode. For the selection mode, right click on your mouse and choose "Selection Mode".
You can select several tasks at the same time drawing a rectangle grouping several tasks or selecting them one by one with the touch CTRL pressed on.
Move you tasks along the scale time, dragging one of the selected tasks.
In this example, 3 tasks were moved to the next day at the same time.
If you made a mistake, you can cancel the last operation pressing the keys CTRL + Z.
You can also delete several tasks proceeding the same way or paste several tasks.
Careful: In the "Task", "Client" or "Project" view, you can move your tasks along the time axis but not along the y-axis.
To be back to the creation mode, right click on the schedule and choose "Creation Mode".
How to lock task on the planning?
You can lock your tasks by two different ways:
Forbid creation and modification of tasks prior to the current date
From PlanningPME, go to the menu “Tools” -> “Options…”
On the tab « General », the following window appears:
Ticking on this box, past tasks to the current date will not be allowed to be modified.
You can fix some tasks in order no one to modify them without your agreement.
First of all, to have access to this option, you must enter the schedule with users rights.
Then, double clicking on the locked task, you will see the name of the user who locked the task. Here, David.
Only the person responsible for the locking or the administrator will be authorized to unlock the task selecting “unlock”.
Isn't tasks management easier now?
How to allocate tasks to the correct resource?
You can assign a task to one or several resources at a glance! Task allocation is just easy within PlanningPME.
From PlanningPME, create a task on the schedule.
On the « Task » window, select the tab « Resources » or tick on the box “Several" resources. The following window appears.
Point 1 : Filter resources by department
You will then have the list of your filtered resources on the left side of your screen.
Point 2 : Display only available resources
Selecting this box, you will avoid a double-booking. You can only select available resources on the period chosen while creating the task.
Point 3 : Display only resources under contract of employment
This is another filter.
So, you can assign task to one or more resources easily.
Learn more about tasks management within PlanningPME.
How to define a task list and have a drop down list
while creating a task?
While creating a task on the planning, you can either type it or select it from a list as shown below.
How to have a predefined list of tasks?
From PlanningPME, go to the menu “Data” -> “Task”. The windows below appears.
From here, you can find all the labels already created. You can add new labels, delete some and really customize fully the scheduling software PlanningPME with your own words.
Then, you have several options available to customize your tasks.
- Change the text and background colors
- Assign skills: "Skills" button
- Assign hours: "Hours"
Tasks management within PlanningPME : All the functions available for an easy tasks management within our planning software.
Tasks management within our scheduling software
A task can be a booking, a training, an installation or any mission you need to assign to your employees. They are represented by a coloured box on the planning board. You can create as many tasks as needed and really customize the planning with your own data and jobs specific to your activity.
Find out more below about the features you will benefit from our planning software PlanningPME:
- Task setting: How to create a task on the schedule?
- Recurring task: How to create a recurring task?
- Task list: How to define a list of tasks and have a drop down list while creating a task?
- Task allocation: How to create a task for one or more available resources?
- Task status: Assign some status or categories to your tasks and filter the planning underlining this parameter.
- Task time: Assign a duration or a time slot to your tasks in order to save time while creating your schedule
- Lock task: How to lock a task on the planning?
- Creation Mode: How to switch from the creation mode to the selection mode?
- Task Tracking: How to track the tasks knowing who created or modified it?