Task management
Introduction to tasks
Overview
🟨 Topic overview of task management and projects
About working with tickets
🟦 Why you should consistently organize your work using tickets
Mapping the project structure in the system
🟦 To get started with the ticket system, you should map all of your company's activities in the project structure in Leadtime.
Create a project
🟥 Reference text for the project creation dialog
Create and edit tasks
Create a task
🟩 This article describes how to create a task in Leadtime.
The block-based editor
🟥 A comprehensive description of the various functions of the editor
Edit tasks
🟩 This text describes in detail the individual steps for processing tickets in Leadtime as well as the most important functions that are available.
Public view of tasks
🟥 The public/internal function in Leadtime separates internal discussions from customer communication and optimizes the workflow.
Sub-tasks for extensive projects
🟥 Subtasks in Leadtime make it easier to structure complex tasks, improve the overview and distribute responsibilities.
Participants and notifications
🟥 Participants in tasks receive automatic updates about changes, but can mute notifications.
Offer tasks
Express-Quotations
🟥 Purpose and functionality of "Express Offers", which can be used to create quick offers for tickets to customers
Add products to tickets
🟥 This text explains how you can send your customers an express quote for a ticket with products from the product catalog
Search for and organize tasks
List view
🟥 The list view for displaying many tasks can be extensively customized
The tag system
🟥 With tags in Leadtime, tasks can be organized thematically across projects and managed more efficiently.
Kanban Boards
🟥 Kanban boards in Leadtime provide a visual representation of tasks to organize the workflow efficiently.
Customizing tasks
Adapt the ticket system to your workflows
🟨 Overview of the customizing options of the Leadtime ticket system
Individual task status
🟥 Create individual task statuses to better map specific workflows in Leadtime.
Individual work activities
🟥 Define the types of activities your employees spend their time on.
User-defined fields
🟥 User-defined fields allow you to enter information that is particularly relevant for a task type
Customize task types
🟥 Create individual task types that precisely match your workflows
Task templates
🟥 Task templates provide useful help when creating tickets of a certain type