Step-by-Step Guide to Managing Tasks and Projects Using the Dashboard Gantt Chart Tool

STEP 1: Click on "Work" to Access Your Dashboard

• Navigate to the left sidebar of the dashboard.
• Locate the "Work" option.
• Click on "Work" to view your tasks and projects.
• Ensure you have a stable internet connection for seamless navigation.

STEP 2: Click on "Projects" to Access Project Overview

• Navigate to the left sidebar and locate the "Projects" option.
• Click on "Projects" to view the project overview.
• Ensure you check the Policy Document Overview and Commission Overview sections for relevant information.
• Proceed to the next step to select the "Project Name."

STEP 3: Select "TaskMaster" Project

• Click on the "TaskMaster" link in the project list to access its details.
• Ensure you are on the Projects page to locate the project.
• The project name is highlighted for easy identification.
• Proceed to the next step to view the Gantt Chart for this project.

STEP 4: Click on "Gantt Chart"

• Navigate to the "Gantt Chart" section by clicking on the highlighted area.
• Ensure you are on the correct project page.
• Review the project timeline and task dependencies displayed in the Gantt chart.
• Prepare to add tasks in the next step by clicking on "Add Task."

STEP 5: Click on "Add Task"

• Navigate to the Gantt Chart section.
• Locate the Add Task button highlighted in red.
• Click on the Add Task button to initiate the task creation process.
• Ensure to fill in all required fields in the subsequent form, particularly those marked with an asterisk (*).

STEP 6: Enter Title for the Task

• Click on the Title field (marked with a red border).
• Enter a descriptive title for your task.
• Ensure the title is concise and relevant to the task at hand.
• This field is mandatory (indicated by the asterisk *).

STEP 7: Click to Add Task Category

• Click on the "Task category" field highlighted in red.
• Select an appropriate category from the dropdown menu.
• Ensure that all required fields marked with an asterisk (*) are filled out.
• Proceed to the next step by selecting "Start Date."

STEP 8: Select Start Date

• Click on the "Start Date" field (marked with an asterisk) to open the date picker.
• Ensure to select a valid start date for the task.
• The selected date will be displayed in the input box.
• Proceed to the next step by selecting the "Due Date" field.

STEP 9: Select Due Date

• Click on the "Due Date" field (marked with an asterisk * for required input).
• Enter the desired due date in the format YYYY-MM-DD.
• Ensure the date is set correctly to avoid any scheduling issues.
• Proceed to the next step by selecting the "Assigned To" employee.

STEP 10: Select "Assigned To" Employee

• Click on the "Assigned To" field in the task form.
• A dropdown will appear, allowing you to select an employee.
• Ensure that you choose the appropriate employee for task assignment.
• The field currently shows "Nothing selected," indicating no employee is assigned yet.

STEP 11: Click on "Description" to Add Task Details

• Locate the "Description" section highlighted in red.
• Click on the area to activate the text editor.
• Enter a detailed description of the task.
• Use formatting options (bold, italics, etc.) as needed.
• Ensure all required fields above are filled before proceeding.

STEP 12: Click on "Other Details" to Expand Additional Task Information

• Locate the "Other Details" link in the task form.
• Click on the link to reveal more options related to the task.
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.
• Review any additional inputs that may appear after expanding this section.

STEP 13: Click to Add Milestones

• Click on the "Milestones" field in the "Other Details" section.
• Enter the relevant milestone information.
• Ensure to select the appropriate status from the dropdown next to the milestone.
• Review other fields like "Label" and "Priority" as needed.

STEP 14: Select Status

• Click on the "Status" dropdown in the "Other Details" section.
• Choose the appropriate status for your task (e.g., Incomplete).
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.
• Review other inputs like Priority and Milestones as needed.

STEP 15: Click "Label" to Add Context

• Locate the "Label" section in the "Other Details" form.
• Click on the "Label" field to open the selection options.
• Choose a relevant label from the dropdown or add a new one.
• Ensure the selection aligns with the task context.
• Proceed to the next step by selecting "Priority."

STEP 16: Select "Priority" from the Dropdown

• Click on the "Priority" field to open the dropdown menu.
• Choose the desired priority level (e.g., High, Medium, Low).
• Ensure to review other fields like "Label," "Milestones," and "Status" for completeness.
• Proceed to the next step by clicking on "Add File."

STEP 17: Click on "Add File" to Upload Documents

• Locate the "Add File" section highlighted in red.
• Click on the "Add File" area to open the file selection dialog.
• Choose the file you wish to upload from your device.
• Ensure the file is appropriate for the task requirements before proceeding.
• After selecting, continue to the next step by clicking on the "Save Button."

STEP 18: Click on "Save" to Finalize Your Task

• Ensure all required fields are filled out (marked with *).
• Review the details entered, including Label, Priority, and Status.
• Click the Save button located at the bottom of the form to save your task.
• You can also choose Save & Add More if you wish to create another task.