Task creation, assignment, subtasks, and dependencies

Tasks are the building blocks of every project in Modeve ERP. This section shows you how to create, assign, and manage tasks efficiently.

1. Creating a New Task

There are several ways to create a task:

1. Inside a Project

   • Open a project → Go to Tasks tab.

   • Click + New Task.

2. From Anywhere

   • Use the global + quick action button (top bar).

   • Or go to main sidebar → Tasks → + New Task.

Task Form Fields:

• Task Title — Clear and actionable (e.g., “Prepare training materials for new centre”)

• Description — Detailed instructions, requirements, or notes

• Project — Link the task to a project (if not already inside one)

• Assignee — Select team member(s) responsible

• Due Date / Start Date

• Priority — High, Medium, Low, or Urgent

• Labels / Tags — For easy filtering (e.g., “Marketing”, “Setup”, “Compliance”)

• Estimated Hours — For time tracking

• Attachments — Upload files, images, or documents

Click Create Task when done.

2. Assigning Tasks

• You can assign tasks to one or multiple team members.

• Assigned users receive notifications (email + in-app + push on mobile).

• Use the Watcher feature to let others follow the task without being responsible.

3. Subtasks (Checklist)

Break big tasks into smaller steps:

1. Open a task.

2. Go to the Subtasks or Checklist section.

3. Click + Add Subtask.

4. Enter subtask titles (e.g., “Research suppliers”, “Get quotes”, “Place order”).

5. Mark subtasks as complete — the main task progress updates automatically.

4. Task Dependencies

Dependencies help you manage task order (available in most WorkSuite-based systems):

• Blocks / Blocked By — Link tasks so one cannot start until another is completed.

• Example: “Install furniture” cannot start until “Shop renovation complete”.

To set dependencies:

1. Open the task.

2. Go to Dependencies or Related Tasks section.

3. Select the linked task and choose relationship type (Blocks, Blocked By, Related, Duplicate, etc.).

5. Managing and Updating Tasks

• Status — Move through columns in Kanban view (To Do → In Progress → Review → Done).

• Comments — Add updates, @mention team members.

• Time Logging — Record actual hours spent.

• Attachments & Links — Keep all related files in one place.

• Recurring Tasks — Set tasks to repeat daily/weekly/monthly (if enabled).

6. Views and Filters

• List View

• Kanban Board (most popular)

• Calendar View

• My Tasks — Quick filter showing only tasks assigned to you

Use search and filters to find tasks quickly.

Best Practices

• Make task titles specific and actionable.

• Set realistic due dates and priorities.

• Break complex work into subtasks.

• Use dependencies to avoid bottlenecks.

• Update task status daily for accurate project progress.

Tip: On the mobile app, you can quickly create and update tasks with voice input or photo attachments.

Need Help?
Contact your company Modeve administrator or [email protected].