Creating Tasks by Project, Department, Campaign

Introduction:

Tanca provides various task management templates for departments and teams within the company. Companies can use these templates as references for managing tasks, projects, or operations in their businesses. All employees can easily participate in tasks based on these available templates. You can also create your own templates to customize fields as needed. The options for creating a project include:

• Blank Project: You can create your own project and select default views as needed. 

• Use Template: Companies can use these available templates as references for task management. 

• Import spreadsheet: Tanca supports customers to upload projects to the system using pre-existing Excel templates.

Creating Tasks using Templates

Steps:

Step 1: Log in to the website and go to Tasks. 

Step 2: Click on New project. 

Step 3: Create a project using Use Template.

Step 4: Check and select a project template that is suitable for the type of project you want to create, then click Use template. 

Entering Project Information

Steps:

Step 1: Log in to the website and go to Tasks. 

Step 2: Click on New project. 

Step 3: Create a project using Import spreadsheet. 

Step 4: First, enter the Project Name, update information about Branch/Department/Employee belonging to this project. 

Step 5: After adding new information, you can download the Template File, fill in the information in that File and save it.

Step 6: Choose Upload Data File to enter information and save it, then select the File you just updated.

Note: You can also click Cancel and start over if you encounter any issues with your operation.

Creating a New Project

Steps:

Step 1: Log in to the website and go to Tasks. 

Step 2: Click on New project. 

Step 3: Create a project using Blank Project. 

Step 4: Enter the Project Name. 

Step 5: Choose to display the project in List/Board/Gantt/Calendar view, and update information such as Branch/Department/Employee belonging to this project if applicable. 

Completing a Project

Steps:

Step 1: Log in to the website and go to the Tasks section. 

Step 2: In the Tasks section, select a project.

Step 3: Click on the arrow next to the project name and choose Archive Project.

Note: You can unarchive a project if desired. To view completed and archived projects, click on Show Archived Projects in the left-hand menu of the project list. (Image)