This feature is only enabled for customers that subscribe to Moment Essential and above.

Tasks in Moment can be used to define certain objectives or necessary steps within a project then what is possible with activities. For a general overview of functionality of tasks in Moment, you can see this video:

The possibilities are many. In this article we will first give a general overview of how to set up tasks and how to use them in a workflow. The second part of the article will deal with how you can allocate resources using tasks.

General overview

In order to use tasks you will have to enable them in your company settings. Go to Setup > Settings > General > Modules. Tick the box for "Tasks"

This will enable a new tab in your Moment called "tasks".

Fom this window you will be able to create, assign and move around tasks. First you need to create a task. Click "new task". This will give you the following window:

When you choose a project Moment will add existent project member. You can also assign the task to new co-workers and add them as project members if you wish. You will have to add an activity that this task will be a part of.

Once the task has been created you will be able to see in the tasks overview which has a standard board view by default.

The fields with the blue plus icon come from the standard view for tasks in Moment. By default this is set to be based in the creation/overdue date.

Alternatively, You can also choose a tag group that you can use. The tags and activities can be used to organize the tasks view. In order for the tag group correctly, you need to tag your different tasks. Once this is done, click in tag group in the tab "standard view". As the task progresses through its life cycle, you can move it from tag to tag much like you can in other programs that use Kanban views such as Trello.

Company settings and Setup

Under Company > Settings > Setup > Tasks, you will find the default settings for all tasks. All options here will apply to all new tasks created.

What the different options mean:

This option enables or disables the Task overview from the headline on projects. With this activated, you will not be able to use the task board, or see task calendar, planning or reports. Having this enabled is essential for certain other task-options to work. When deactivated, tasks can still be made under "Activities".

This box corresponds to the default task description for all new tasks. This is a great option if you want to add standard templates for lists that needs to be customized for new tasks, and has good formatting options and image & ULR-support.

How to use: By default, all new tasks will have a blank description when created. When the v Task description tab is unfolded when creating a new task, the company level default text for tasks will show and be added to the created task. Task descriptions are can be edited here or whenever after the task has been created, but the company template settings will be unaffected.

Task settings and options

A task can be a part of one or several task groups. You can add additional tasks from either the board view or the task itself

Last updated