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Creating and assigning tasks
Creating and assigning tasks
This article will teach you how to create and assign tasks to those working on projects.
Corrie Hermans-Webster avatar
Written by Corrie Hermans-Webster
Updated over a week ago

In Rodeo, tasks are connected to a budgeted time activity to help you better manage productivity and budget.

Through the tasks feature, those with full user licenses and project management access are able to assign team members to specific activities in a project based on their availability or skill set.

Let's take a look at how the feature works and the step-by-step on how to use it.

Creating tasks

The fastest way to start creating tasks for a project is by going to the specific project you want to add a task to. Go to your Projects view in Rodeo, and select the project for which you would like to create a task.

Once you click on your project, you will notice a Tasks tab located at the top left.

Click on the Task tab when in a project

Here you will see a list of any existing tasks, broken down by budgeted time activity. The quickest way to add a new task is by using the Quick Add option located under each activity.

This route is ideal for when you need to create tasks that don't require too much detail. To use this option, click on the Title box, and start to fill out the row with Due Date, Duration, Assignee, and Description. Press ENTER on your keyboard to save:

Note: the + sign above Quick Add is not a button, rather, it is a visual element.

Alternatively, you can press the + sign located on the right side of each phase to add a task directly under a phase, or the big green + sign at the top left corner of the screen to open the main Task creator tool.

Rodeo's Task creator allows you to create tasks with a deeper level of detail, including priority, activity within the budget, attachments (10 Mb max), and comment thread:

Once a task is created, the assignee will be able to see it straight in their Dashboard under My Tasks:

Creating subtasks

Subtasks can be created both by the task creator and assignee. For example, assignees might want to create subtasks to break down a large task into different smaller ones for their own organizational purpose.

Once a task is made, you can go into the planner, where you will see the task's due date indicated by a red dot. By clicking on the specific due date of that task, a blue circle (see above) appears and allows you to specify the number of hours per day the task needs to be worked on. This way the user can go into the overall Tasks tab (accessible from the sidebar) and see what tasks they need to do on each individual day, as shown here:

Getting the hang of Tasks in Rodeo will result in immediate improvement of the life cycles of your projects.

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