The task module, as the name implies, allows for the implementation of multiple tasks within WispGate. These tasks are associated with projects, and they are the specific items that users select and work on. Each task can have a time frame defined by start and end dates.

The tasks can have different statuses, each serving as an indicator of its progress and current state:

To-Do: If selected, this status indicates that the task has been created with the intention of being done. At this point, the task is awaiting action to begin. In Progress: If selected, it indicates that the task has been created, and to some extent, work is being done on it. The task is currently being worked on or actively underway. On-Hold: If selected, it indicates that the task has been in progress, but for certain reasons, it is now put on hold or paused temporarily. Completed: If selected, it indicates that the task has been in progress, and all activities related to the task have been completed and finalized successfully. Canceled: If selected, it indicates that the task, for some reason, has been terminated and is no longer in progress. The task has been abandoned or discontinued.

To create a Task:

• Navigate to the Operation Module
• Select Task
• Click the Add Task button

Basic information

• Enter Task title
• Enter Start Date’
• Enter End Date
• Select Task Priority as: High, Medium or Low
• Select specific project
• Select the associated contact
• Select the associated Organization
• Assign the Task
• Choose a status
• Set the Notification to yes only for associated contact to receive alerts about the task.
• Add description
• Save the task