Create a Task

Tasks in JobBag represent specific activities that need to be completed - ranging from simple admin to large project milestones. Tasks can be:

• Assigned to individuals, Departments or Roles
• Budgeted with specific hours
• Scheduled with start and due dates

Timesheets are logged against these tasks to help track time, workload, and budgets.

How to access Tasks

You can access and create a Task in using either a web browser or via the desktop application.

🌐 Web Browser

1. Open your preferred browser

   Enter or paste your database URL (e.g.): https://yourdatabasename.myjobbag.com.au

   At the login screen, enter:

   • Username
   • Password
2. Navigate to: The side bar > Task and Timesheet > Create Button (top left)

💻 Desktop

If you’re using the desktop version of JobBag there are two options:

• Navigate to: JobBag menu > Active Diary (JBX)
• Navigate to: JobBag menu > Jobs > Planning Tab

Creating a Task

You can create events in JobBag from the Calendar View or Task List View

1. Using the Create Button

• Click Create Button > Select Task
• Fill in the event details and click Save

Creating Tasks from the Job (Desktop)

In addition to using the Create button from the Tasks & Timesheets feature, you can also create task directly from a specific job.

In the Desktop Version navigate to the Jobs Window: JobBag menu > Jobs > Planning Tab > Add New Task

This is will open the task window

Task Features

Task are flexible and highly configurable. Depending on your setup, you can:

• Create sub tasks
• Assign to multiple people, teams, departments or specific roles
• Use for timesheet entry
• Track timesheet against task budgets
• Grab and drag to move task within the same day or to another day
• Have multiple task statuses to improve workflow

FAQ

🔄 Can I break task hours into small tasks?

Yes. Sub tasks can be added. Use the ellipsis menu ( ⋯ ) on the task and select add sub tasks.

✏️ How do I edit, duplicate, or delete an event?

Use the ellipsis menu ( ⋯ ) on the task to perform any of these actions.

📤 How do I share a task?

Use the ellipsis menu ( ⋯ ) on the task to share

🕒 How do I create a timesheet from a task?

There are two options:

• Click on the timesheet icon displayed on the tasks
• Use the ellipsis menu ( ⋯ ) on the task to and select add Timesheets.