+ DooTask
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+ Help Center
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+ Help Center
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+ Basic +
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- + Understanding + DooTask + +
- + Registration and + Login + +
- + Notification + +
- + Account Settings + +
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+ Projects +
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- + Understand Project + +
- + Create project + +
- + Task List + +
- + Project Progress + +
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+ Mission +
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- + Use of tasks + +
- + Task Priority + +
- + Comments & News + +
- + Subtasks + +
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+ Team +
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- + Team and Members + +
- + Team Management + +
- + Team Setup + +
- + Member Grouping + +
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+ Files +
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- + File Type + +
- + Shared Files + +
- + Access Permissions + +
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+ + User Manual +
++ Just starting out with DooTask? + No problem, this primer is for + you! +
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+ What is DooTask? +
++ DooTask is a lightweight open + source online project task + management tool that provides + various document collaboration + tools, online mind mapping, + online flowcharting, project + management, task distribution, + instant IM, file management and + other tools. It helps teams to + advance their projects + efficiently and makes work + easier. +
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+ What is task management? +
++ Task management is the process + of monitoring your project's + tasks through their various + stages from start to finish. + This involves actively making + decisions for your tasks to + accommodate changes that can + occur real-time, with your end + goal being the successful + completion of your tasks. + Project task management also + means managing all aspects of a + task like budget, time, scope, + resources, recurrence and so on + effectively. +
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+ How to manage tasks? +
++ Here are some key steps involved + in task management: +
++ Prioritization: Whatever tool you use to manage + your tasks, whether a simple + to-do list or a comprehensive + project task management tool, + the most important aspect of + task management is + prioritization. This helps in + efficiently completing all the + tasks involved while maintaining + the planned constraints. +
++ Milestone tracking: The findings of this study also + show that establishing clear + goals is essential to the + successful completion of a + project. Although for task + management an end goal isn't + necessary, defining milestones + helps motivate teams to execute + tasks successfully. +
++ Schedule management: Making sure your task gets + completed on time is something + that has an impact on the + overall project health. + Attributing the right time frame + by estimating the effort + involved is key here. +
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+ How to choose the right task + management software? +
++ Depending on your purpose, price + range, existing work environment + and preferred platform, there + are several project and task + management tools available. From + simple checklists which may not + even require an internet + connection to a full-fledged + project task management + software, the capabilities are + varied. There are also software + options that fit specific + industries like construction, IT + or education or specific + functions like crm task + management. +
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+ Registered Account +
++ (1) Click [Register Account] to + enter the registration page; +
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+ + (2) In the corresponding input + box on the registration page, + enter your email + address/password/invitation code + respectively to create a DooTask + account, and click [Register] to + complete the account + registration. +
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+ Login to your account +
++ Account Password Login +
++ (1) Enter your email + address/password in the + corresponding input box on the + login page; +
++ (2) Click [Login] to access your + account. +
+
+ + Scan Code To Login +
++ (1) Click the green QR code at + the top right corner of the + login page to enter the code + scanning login page; +
+
+ + (2) Use DooTask Mobile to scan + the QR code to log in to your + account. +
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+
+ Task Reminder Robot +
++ Open the [Message] button in the + left navigation bar of DooTask, + you can view the "Task + Reminder", the task reminder + robot according to the + associated task change status + real-time update reminder, such + as the new task prompts, task + modification prompts, task + expiration prompts, and so on. +
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+ Check-in And Clock-out Robot +
++ Open the [Message] button in the + left navigation bar of DooTask, + you can view the "Check-in and + Punch-in", Check-in and Punch-in + Robot automatically records the + employee's daily check-in and + punch-in data to help users + achieve effective work progress + management and time planning. +
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+ Personal Information Settings +
++ (1) Click [Avatar] in the upper + right corner of the user → click + [Personal Settings] to select + the personal settings page, you + can modify your personal + avatar/telephone/nickname/position + (title) and other information; +
++ (2) Click [Submit] to confirm + the changes and [Reset] to clear + the current settings. +
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+ Check-in Settings +
++ (1) Click the user's upper-right + corner [avatar] → click + [Personal Settings] → click + [Sign-in Settings], that is, to + display the last five days of + the sign-in record, click the + bottom of the [View more sign-in + data] to view the history of the + sign-in record; +
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+ + (2) In the corresponding input + box under the check-in setting + column, enter the device MAC + address/remarks information, and + associate the device to connect + to the designated router (WiFi) + to achieve automatic check-in, + if you need to add other + devices, you can click [Add + Device] to add new ones; +
++ (3) Click [Submit] to confirm + the changes and [Reset] to clear + the current settings. +
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+ Shortcut Key Setting +
++ (1) Click [Avatar] in the upper + right corner of the user → click + [Personal Settings] → click + [Shortcut Keys], you can + customise the shortcut key + combinations according to your + personal habits; +
++ (2) Click [Save] to confirm the + changes and [Reset] to clear the + current settings. +
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+ Language Settings +
++ (1) Click [Avatar] in the upper + right corner of the user → click + [Personal Settings] → click + [Language Settings], click the + drop-down icon in the box to the + right of the selected language + to switch between different + languages. The system currently + supports Simplified Chinese, + Traditional Chinese, English, + Korean, Japanese, German, French + and Indonesian; +
++ (2) Click [Submit] to confirm + the changes and [Reset] to clear + the current settings. +
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+ Theme Setting +
++ (1) Click the user's upper-right + corner [avatar] → click + [Personal Settings] → click + [Theme Settings], click to + select the theme of the right + side of the box drop-down icon, + you can switch to the + corresponding theme, the system + currently supports the bright / + dark two themes; +
++ (2) Click [Submit] to confirm + the changes and [Reset] to clear + the current settings. +
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+ Password Setting +
++ (1) Click [Avatar] in the upper + right corner of the user → click + [Personal Settings] → click + [Password Settings], enter the + user's old password → enter the + user's new password → enter the + user's new password again to + confirm; +
++ (2) Click [Submit] to confirm + the changes and [Reset] to clear + the current settings. +
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+ Modify Mailbox +
++ (1) Click [Avatar] in the upper + left corner of the user → click + [Personal Settings] → click + [Modify Mailbox], enter the new + mailbox address and click [Send + Verification Code] and enter the + verification code; +
++ (2) Click [Submit] to confirm + the changes and [Reset] to clear + the current settings. +
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+ Multi-style project management + templates +
++ DooTask template to meet a + variety of team collaboration + scenarios, while supporting + custom templates to meet the + team's personalised scenario + management needs, you can + intuitively view the progress of + the project, team collaboration + is more convenient. +
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+ Visualisation Project Office +
++ Use multiple views such as + Kanban, tables, and lists to + keep the overall project at a + glance; members have the + flexibility to filter, sort, and + group tasks to prioritise the + essentials and stay focused. +
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+ Real-time monitoring of project + management developments +
++ Real-time changes in project + dynamics, specific task changes + record reminders, so that the + team to control the overall + project process, the development + of appropriate plans. +
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+ Create A Project +
++ (1) Click [New Project] at the + bottom left corner of the + DooTask page; +
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+ + (2) In the new project pop-up + window that appears, enter the + project name (required and can + not be less than two words) ¡ú + select the project template + (default blank template) ¡ú + select whether to open the + workflow; +
++ (3) Click [Add] to complete the + project creation. +
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+ Multi-view Task List +
++ (1) Open DooTask page and click + the corresponding project name + button on the left side to + display the list of all tasks + belonging to the project; +
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+ + (2) Click the corresponding + [Switch View] icon in the upper + left corner to view the task + classification/task + priority/responsible person/due + time information of the + corresponding task. +
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+ Completed Tasks Display +
++ (1) Under normal circumstances, + "Completed Tasks" will be + automatically hidden in the task + list and will not be displayed; +
++ (2) Check the [Show Completed] + icon in the upper-right corner + of the project task list to view + the "Completed Tasks". +
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+ Project Dynamic Display +
++ (1) On the corresponding project + page, click the [Project + Dynamics] icon in the upper-left + corner to view the operation + history of project members + according to the date. +
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+ Creating Tasks +
++ (1) Select the project name to + enter the task list, and click + the [New Task] icon in the upper + left corner of the corresponding + task list; +
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+ + (2) Enter task + description/detailed + description, select task + priority/task time/task + leader/visibility and other + information in the corresponding + input box, and add subtasks as + required; +
++ (3) Click [Add Task] in the + lower right corner of the Create + Task page to complete the + creation of a new task. +
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+ Mission Dashboard +
++ Click [Dashboard] on the left + side of the DooTask page to + display task statistics (showing + tasks due today, overdue tasks, + and pending tasks). +
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+ Duration Of The Mission +
++ Select the task that needs to be + modified, open the task detail + page, click [Deadline] to modify + the task time according to the + actual situation. +
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+ Task visibility +
++ Select the corresponding task, + open the task detail page, and + click [Visibility] to select + project personnel/task + personnel/specified members to + be visible as needed. +
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+ Task Priority +
++ In the task creation window and + task details page, you can set + the task priority as needed. The + system currently supports four + major task priorities: important + and urgent, important and not + urgent, urgent and not + important, and not important and + not urgent. (You can change the + priority according to the task + situation) +
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+ Citing Associated Documents and + Tasks +
++ Select the corresponding task, + open the task detail page, enter + the associated file link/task in + the input box of the chat window + on the right side of the page, + and click the [Send] icon to + quote it. +
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+ Mission Affiliates +
++ Select the corresponding task, + open the task details page, in + the chat window on the right + side of the page in the input + box @ the task associated with + the personnel account nickname, + click on the [Send] icon, the + members of the task instantly + enter the group chat. +
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+ Task Force Meeting +
++ Select the corresponding task, + open the task details page, and + click the [Expand] icon at the + bottom right of the chat window + on the right side of the page to + launch a group video/voice + conference for all members in + the task group chat. +
++ Group video/voice conferencing + can be initiated for all members + within a task group chat. +
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+ Project Dynamic Display +
++ In the corresponding task detail + page, click the [Task Dynamics] + icon in the upper right corner + to view the operation history of + task members according to the + date. +
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+ Corporate Governance +
++ Helping organisations to their + corporate goals, connecting + objectives, key results and + individual work, and working + together to drive strategy to + fruition and goals to be + achieved; +
++ Through collaborative authoring, + the progress, completion status + and schedule of all enterprise + work are shared to facilitate + the flow of information, so that + all staff can access key project + information, follow up in a + timely manner and promote + cross-departmental + collaboration. +
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+ Product Management +
++ Customise the workflow of the + product development process, + assign tasks to different roles + at different stages to promote + the product development process; + archive the history of each + completed project and task, so + that it is easy to call or + discuss at any time, forming a + closed loop of knowledge + precipitation to reuse. +
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+ Personnel Administration +
++ Obtain multi-dimensional + corporate data through data + visualisation statistical + reports to gain a comprehensive + understanding of employee + performance and make performance + evaluation more objective and + fair; use announcements to + release notices, arrange company + activities, deliver corporate + decisions, facilitate the + shaping of corporate culture and + make employees more engaged. +
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+ Working Report +
++ 1 My debriefing: +
++ Report Search +
++ Click on the user's avatar in + the upper-left corner → click on + [Work Reports] → click on [My + Reports], select the type of + report/reporting time that needs + to be queried on the upper-left + side of the page, and click on + [Search] to instantly display + the relevant report data. +
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+ + Reporting Record Display +
++ Click the user's avatar in the + upper-left corner → click [Work + Reports] → click [My Reports], + and you can view the + name/type/reporting + time/reporting object/operation + and other information of the + corresponding report on the Work + Reports page. +
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+ + Additional Reports +
++ (1) Click on the user's avatar + in the upper-left corner → Click + on [Work Reports] → Click on + [Add Report]; +
++ (2) On the New Report page, + select the report type (select + Weekly/Daily)/reporting object + (you can directly use the object + of the last report), enter the + corresponding report content, + and click [Submit] to complete + the report. +
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+ + 2 Report received: +
++ Report Search +
++ Click on the user's avatar in + the upper-left corner → click on + [Work Reports] → click on + [Received Reports], select the + keywords/reporting + type/reporting time that you + need to query on the upper-left + side of the page, and click on + [Search] to instantly display + the relevant report data. +
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+ + Reporting Record Display +
++ Click the user's avatar in the + upper-left corner → click [Work + Reports] → click [Received + Reports], and you can view the + title/type/receipt + time//operation of the + corresponding report on the Work + Reports page. +
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+ Data Dxport +
++ Click the user's avatar in the + upper-left corner → click [Team + Management], and select [Export + Task Statistics] / [Export + Overdue Tasks] / [Export + Approval Data] / [Export + Check-In Data] according to your + needs to export the associated + data records. +
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+ New Sectors +
++ (1) Click on the user's avatar + in the upper-left corner → Click + on the "Team Management" option + in the [Team Management] list, + and then click on [New + Department] in the lower-left + corner of the page; +
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+ + (2) Enter the name of the + department in the New Department + pop-up window that appears → + Select the parent department → + Add the department head → Choose + to create a departmental group + chat or use an existing group + chat; +
++ (3) Click [New] to complete the + creation of a new department. +
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+ Search For Members +
++ Click on the user's avatar in + the upper-left corner → Click on + the "Team Management" option in + the [Team Management] list, + select the + keywords/identity/on-the-job + status/email authentication that + you need to query at the top of + the page, and then click on + [Search] to display the relevant + personnel information. +
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+ Team Member Operation +
++ Click on the user's avatar in + the upper-left corner → Click on + the "Team Management" option in + the [Team Management] list, + click on the corresponding + personnel information + [Operation] button, you can + choose to carry out the member: + set up as an administrator / set + up as a temporary account / + change the mailbox / change the + password / modify the department + / operation of the operation of + the departure / deletion of the + operation. +
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+ Project Members +
++ (1) Select the corresponding + project and click [Member + Management] on the upper right + to add/delete project members; +
++ (2) Click [Cancel] to cancel the + member management settings and + [Save] to save the member + modification management + operation. +
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+ Mandate Holder +
++ Select the corresponding + project, click the [New Task] + icon in the upper right corner + of the task list → click + [Advanced Options] to add/delete + the relevant task leader or + assistants. +
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+ File Type +
++ (1) Click [File] on the left + side of the DooTask page to + display and view project-related + files. +
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+ + (2) Click the [New File] icon + button in the upper right corner + of the page to create a new + folder/upload files/upload + folders, the current system + supports text, icons, mind maps, + Word documents, Excel + worksheets, PPT presentations a + variety of file types. +
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+ File Sharing +
++ Click [File] on the left side of + DooTask page, select the + corresponding folder/file and + click the icon in the upper + right corner, then click [Share] + to share the folder/file to + relevant project members. +
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+ Access Authority +
++ (1) Click [File] on the left + side of DooTask page, select the + corresponding folder/file and + then click the icon on the upper + right corner, click [Share] to + open the sharing settings; +
++ (2) According to the need to + select all people/specified + members visible, shared file + read/write/read-only, click + [Share] to complete the + operation. +
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+ Document Display +
++ Click [Files] on the left side + of the DooTask page and tick the + [Show My Only] icon at the top + right corner of the page to view + your personal files. +
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