{"id":10683,"date":"2019-03-29T08:42:29","date_gmt":"2019-03-29T08:42:29","guid":{"rendered":"http:\/\/www.teamogy.com\/?p=10683"},"modified":"2025-09-10T17:17:46","modified_gmt":"2025-09-10T17:17:46","slug":"create-a-task-from-job","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/manual\/create-a-task-from-job\/","title":{"rendered":"Create A Task From Job"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<h3>Create A Task From Job<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p><span style=\"font-size: 16px;\">1. In the left navigation menu <strong>unroll<\/strong><b>\u00a0Jobs<\/b>.<\/span><\/p>\n<p>2. <strong>Click on\u00a0<\/strong><span><b>Job Statuses <\/b>or<b> Job List<\/b><\/span>\u00a0and <strong>choose existing Job<\/strong>.\u00a0<span style=\"font-size: 16px;\"><\/span><\/p>\n<p>3. <strong>Click on\u00a0Task<\/strong>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/create-a-task-from-job1.png&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.26.5&#8243; custom_margin=&#8221;|40px|40px|||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><span>4.\u00a0<\/span>Complete All Details. <strong>Mandatory Details are red underlined (can be different by company\u2019s settings)<\/strong>.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;1px|40px|40px|||&#8221; custom_padding=&#8221;||0px|||&#8221; hover_enabled=&#8221;0&#8243; locked=&#8221;off&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><span><\/span><\/p>\n<table style=\"height: 336px;\">\n<tbody>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px; width: 92.7031px;\"><strong>Start date<\/strong><\/td>\n<td style=\"text-align: justify; height: 24px; width: 1040.3px;\">the date when the work on the task can be started. You can specify the date and also the exact time.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px; width: 92.7031px;\"><strong>End date<\/strong><\/td>\n<td style=\"text-align: justify; height: 24px; width: 1040.3px;\">the date when work is to be finished, it is a deadline. You can specify the date and also the exact time.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px; width: 92.7031px;\"><strong>Owner<\/strong><\/td>\n<td style=\"text-align: justify; height: 24px; width: 1040.3px;\">the person who decided to create the Task.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px; width: 92.7031px;\"><strong>Assignee<\/strong><\/td>\n<td style=\"text-align: justify; height: 24px; width: 1040.3px;\">the person who works on the task and is responsible for its delivery.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px; width: 92.7031px;\"><strong>Participant<\/strong><\/td>\n<td style=\"text-align: justify; height: 24px; width: 1040.3px;\">the person who co-works with the Assignee on the Task.<\/td>\n<\/tr>\n<tr style=\"height: 48px;\">\n<td style=\"height: 48px; width: 92.7031px;\"><strong>Reporter<\/strong><\/td>\n<td style=\"text-align: justify; height: 48px; width: 1040.3px;\">the person who should be notified about Task changes, status, and updates (e.g. Traffic Manager, Creative Director,\u2026). * Reporter is switched off in default.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px; width: 92.7031px;\"><strong>Author<\/strong><\/td>\n<td style=\"text-align: justify; height: 24px; width: 1040.3px;\">the person who creates the Task.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px; width: 92.7031px;\"><strong>Job<\/strong><\/td>\n<td style=\"text-align: justify; height: 24px; width: 1040.3px;\">the task that is assigned to the Job\/Client overhead\/Internal overhead.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px; width: 92.7031px;\"><strong>Allocation<\/strong><\/td>\n<td style=\"text-align: justify; height: 24px; width: 1040.3px;\">the number of hours that are allocated for the Task.<\/td>\n<\/tr>\n<tr style=\"height: 48px;\">\n<td style=\"height: 48px; width: 92.7031px;\"><strong>Correction<\/strong><\/td>\n<td style=\"text-align: justify; height: 48px; width: 1040.3px;\">the correction to the original allocation. You can add additional hours or decrease the number of hours needed for the Task. * Correction is switched off in default.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px; width: 92.7031px;\"><strong>Recorded<\/strong><\/td>\n<td style=\"text-align: justify; height: 24px; width: 1040.3px;\">the number of hours\/time records already reported to the Task.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px; width: 92.7031px;\"><strong>Over<\/strong><\/td>\n<td style=\"text-align: justify; height: 24px; width: 1040.3px;\">how many hours over the allocation (+Correction) we have already used.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\">5. Press <strong>SAVE<\/strong> button.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/create-a-task-from-job2.png&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.26.5&#8243; custom_margin=&#8221;|40px|40px|||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>6. Perfect! New Task has been created.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Create A Task From Job1. In the left navigation menu unroll\u00a0Jobs. 2. 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