Tasks

Create different tasks of store.

List tasks

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Tasks > Task List.

Add task

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.

2. On the left navigation menu, browse to Tasks > Task List.

3. Click on Add Tasks +. Create New Task pop up will appear.

4. Fill in the necessary details based on the task.

   1. *Title

   2. *Description

   3. Start Date

   4. End Date

   5. Status

      1. New
      2. Ready
      3. In Review
      4. In Progress Note: If Status is not set, in default Status: New is set.

   6. Priority

      1. Low
      2. Medium
      3. High
      4. Urgent

      Note: If Prority is not set, in defualt Low priority is set.

   7. Assigned to: Add employees you would like to assign this task.

   8. Labels: Search for label you would like to add and select that label.

      1. If label not found, click on Create new label.
      2. Fill neccessary details.
      3. Click on Create.

5. Click on Create.

View task

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Tasks > Task List.
3. Select the task you would like to view.

Edit task

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Tasks > Task List.
3. Find the task you would like to edit. Click on that task's Action panel then select on Edit. Update task popup will appear.
4. Update necessary details.
5. Click on Update.

Update task

Quick update of task's

Update Task Status

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Tasks > Task List.
3. Select the task you would like to update the status.
4. In the right section, locate Status and click on the drop-down menu. The options available are:
   1. New
   2. Ready
   3. In Review
   4. In Progress
   5. On Hold
   6. Completed
   7. Cancelled
5. Choose the desired status for the task from the available options.
6. A confirmation popup will appear.Select Confirm.

Update Task Priority

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Tasks > Task List.
3. Select the task you would like to update priority.
4. In the right section, locate Status and click on the drop-down menu. The options available are:
   1. Low
   2. Medium
   3. High
   4. Urgent
5. Choose the desired priority for the task from the available options.
6. A confirmation popup will appear.Select Confirm.

Add Task Assignees

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Tasks > Task List.
3. Select the task you would like to add task assignees.
4. In the Assignees panel, click on the "+" button. A search bar will popup below the line.
5. In the search bar, search for the employee you would like assign and select the employee then click on Add.
6. If you would like to add another assignee, go to step 4.

Remove Task Assignees

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Tasks > Task List.
3. Select the task you would like to remove task assignees.
4. In the Assignees panel, find the assignee you would like to remove then click on Delete button.
5. A confirmation popup will appear. Select Yes.
6. If you would like to remove another assignee, go to step 4.

Add Task Labels

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.

2. On the left navigation menu, browse to Tasks > Task List.

3. Select the task you would like to add task labels.

4. In the Labels panel, click on the "+" button. A search bar will popup below the line.

5. In the search bar, search for label you would like to add and select that label.

   1. If that label not found, click on Create new label.
   2. Fill neccessary details.
   3. Click on Create.

6. If you would like to add another assignee, go to step 5.

Remove Task Labels

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Tasks > Task List.
3. Select the task you would like to remove task labels.
4. In the Label panel, find the label you would like to remove then click on cross button of that label.
5. A confirmation popup will appear. Select Yes. An informational message will be shown.
6. If you would like to remove another assignee, go to step 4.

Search task

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Tasks > Task List.
3. Apply the required filters. The filters available are
   1. Predefined / Manual dates
   2. Task Status: The options available are:
      1. All
      2. New
      3. Ready
      4. In Review
      5. In Progress
      6. On Hold
      7. Completed
      8. Cancelled
   3. Task Title
   4. Task Creator
   5. Task Assignees
   6. Task Priority
4. Click on Apply filters.
5. Search for the income from the results and select the income that matches your keywords.

Delete task

Direct Link: https://app.meroerp.com/task-management/list

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Tasks > Task List.
3. Find the task you would like to delete. Click on that task's Action panel then select on Delete.
4. A confirmation popup will appear then click on Ok.

Task Dashboard

View the task dashboard.

Direct Link: https://app.meroerp.com/task-management/dashboard

You can view the following in task dashboard

1. Tasks:
   1. Completed tasks
   2. Due tasks
   3. Overdue tasks
   4. Total tasks
2. Tasks count by status
3. Tasks count by Priority
4. Recently Added tasks