> For the complete documentation index, see [llms.txt](https://docs.skadii.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.skadii.com/documentation/docs-en/tools-and-functions/task-manager/general-questions.md). # General questions How to use the Task Manager tool – Frequently asked questions ### General use
How do I open the Task Manager? To open the Task Manager, simply click the Task Manager icon (blue circle) in the sidebar.
Why can’t I see the Task Manager icon in the sidebar? If the Task Manager is not displayed in your sidebar, click the four dots (“All applications”) in the bottom-left corner and select the Task Manager from the list. The icon will then appear in the sidebar.
What functions does the Task Manager offer? With the Task Manager, you can: * Create new tasks * Assign tasks to people * Assign tasks to objects * Edit tasks * Add comments and documents * View task details * View existing tasks * Create projects with tasks and track time * Mark tasks as completed
What is the difference between a task and a project? The difference between a task and a project is: A **A project combines all tasks**, which belong to the same topic or goal. * Tasks cannot be assigned directly to users * It consists of one or more tasks * Time tracking is possible A **A task is a single, specific work step**. * Tasks can be assigned to users * They can exist alone or within a project * Time tracking is not possible
How can I export tasks and projects? You can export tasks and projects to Excel. \ Click the “Export” button in the top-right corner to download the Excel file.
The new file is in your Downloads folder. Open it and the tasks or projects will be shown in an Excel file.
### Task Management
How can I create a task ? * Open the Task Manager in the sidebar. * At the top next to the search field there is a button . Click it to open the function "**Create task**".
* The corresponding input window opens:
* Here you can or must (\*) enter the following information: * **Title\***: Enter the name of the task. * **Description**: Add a short description of the task. * **Attachments**: Upload a photo or video if needed (max. 5 MB per file). * **Department\***: Select the responsible department. * **Assign to**: Specify which employee is responsible for the task. * **Due date**: Set a date and time for completion. * **Location**: Select where the task should be carried out or use the current location. * **Required resources**: Specify which materials or equipment are required for the task (e.g. snow groomer, service vehicle, etc.).
* Select ‘**Create task**”, to create the task or “**Cancel**”, to end the process without saving.
What information is required to create a new task? When creating a new task, you can or must (\*) enter the following information: * **Title\*:** Enter the name of the task. * **Description:** Add a short description of the task. * **Attachments:** Upload a photo or video if needed (max. 5 MB per file). * **Department\*:** Select the responsible department. * **Assign to:** Specify which employee is responsible for the task. * **Due date:** Set a date and time for completion. * **Location:** Select where the task should be carried out, or use the current location. * **Required resources:** Specify which materials or equipment are required for the task (e.g. snow groomer, service vehicle, etc.).
How can I attach files and images to tasks? In the **Detail view or when creating** a task, you can attach files and images.
Where can I find my tasks? After opening the Task Manager, existing tasks are displayed to you in the task list. * You can filter by the tasks assigned to you. {% hint style="info" %} Set the filter to “**My**” to display your tasks. {% endhint %}
How can I filter tasks by date? * Either through the calendar view:
* Or you can set a period in the filter area on the left:
How can I filter tasks by location? {% hint style="info" %} **Note**: For a task to be filtered by location, the location must have been specified when the task was created. {% endhint %} You can view the task’s location in Map View. The map opens and all tasks are displayed there.
How can I filter tasks by responsibility? You can filter by “All”, “Mine”, and “Other”. You can also search for users.
How can I record my working time on a task? Create a new project in the project view. In this project, you can then create new tasks and record the time you need.
### Task Details
Where can I find the detail view of a task? Click the respective task to open the detail view. \ There you can view all important information about the task, such as attached images, comments, or the location.
Where do I set the location for a task? You can set the location of a task when creating the task in the **“Location”** field.
Select where the task should be carried out or use one of the following options: * **Select on the map**, to select the location manually on the map * **Current location**, to use your current position This stores the task location directly and it can later be viewed in the detail view.
Who can see the attached files or images? In the detail view, **everyone** can view the attached files.
How can I edit or update a task? Click the respective task to open the detail view. \ You will find a pencil icon in the top-right corner. Click it to edit the task.
After you have edited the task, you can click below on “**Save changes**” to save the changes, or on “**Cancel**” to cancel editing.
### Status and Completion
How do I mark a task as completed? There are two ways to mark a task as completed: 1. **Directly in the task list** * Open the Task Manager. * Find the desired task in the task list. * Click the checkbox to the left of the corresponding task to mark it as completed.
2. **Via the detail view** * Open the desired task by clicking it in the task list. * Click the button at the very bottom of the detail view **“Complete task”**, to complete the task.
How can I undo a completed task? There are two ways to undo a completed task: 1. Click “**Close task**”. A new button labeled “**Reopen task**” appears. Click it to undo completion.
2. Set the filter to “**Completed tasks**”. If you then click the green checkbox, the task will automatically be shown as an open task again.
### Project Management
What is a project and what do I need it for? A project includes all tasks that can be assigned to the same topic or goal. Time tracking is also possible.
Where can I find the project page? Switch from the tasks page to the project page to find the project page.
How do I create a new project? To create a new project, follow these steps: 1. Open the Task Manager. 2. Switch from the **tasks page** to the **project page**. 3. Click **“Create project”** (blue circle).
* After clicking **“Create project”** , a new project bar opens. * Enter the name of your new project here. * Then click **“Create”**, to create the project.
How do I assign a task to a project? To assign a task to a project, create the task **directly** within the desired project: 1. Open the Task Manager. 2. Switch to the project page. 3. Create a new project directly or select the desired project. 4. Click the button **“Create task”**.
{% hint style="info" %} Tasks created within a project are automatically assigned to that project. {% endhint %}
How do I see which tasks belong to a project? To display the tasks of a project, proceed as follows: 1. Open the Task Manager. 2. Switch to the project page. 3. Click the desired project. The project page will then open, showing all associated tasks.
{% hint style="info" %} As soon as you open a task in the detail view, you can edit or delete it at any time. {% endhint %}
How does time tracking within a project work? Time tracking takes place directly within the individual tasks of a project. * To do this, open the desired project and select a task. * Click the button below each task **“REC”**, to start the working time. * Click **“STOP”**, as soon as the task is completed, to stop the time tracking. The **orange circle** next to the task then shows the recorded working time for this task. {% hint style="info" %} The **total time spent** for the project (i.e. the sum of all tasks) is displayed at the top center of the project view. {% endhint %}
### Troubleshooting
Why can’t I see the Task Manager icon in the sidebar? If the Task Manager is not displayed in your sidebar, click the four dots (“All applications”) in the bottom-left corner and select the Task Manager from the list. The icon will then appear in the sidebar.
Why can’t I create a task? The ability to create tasks depends on your assigned user role in the Task Manager. If you cannot create a new task, you may not have the **required permissions**. If you need additional permissions, please contact your skadii administrator, who can assign user roles.
Why can’t I see my own tasks or those of others? * It may be because you have set a filter. Click in the filter area at the top on “**Reset filters**”.
* You may also be in the “wrong” view. In the table view, all tasks will be displayed again.
Why do I not see any open or completed tasks in my overview? * It may be because you have set a filter. Click in the filter area at the top on “**Reset filters**”.
* You may also be in the “wrong” view. In the table view, all tasks will be displayed again.
Why are my tasks not loading in the Task Manager? If you have a very large number of tasks, the Task Manager may need a little longer to load. Should this **take longer than a minute** please contact the skadii support team.
Why are newly created tasks not displayed in the Task Manager? Click this button :rotate-right: next to the skadii link to refresh skadii and display the created tasks.
### Still have a question? See the Task Manager manual for functions and workflows or learn more about user roles.

Software manualUser roles

If you have any further questions or need support, our skadii support team will be happy to help.

skadii Support

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