You can access this page by clicking on the “Tasks” icon from the left side navigation bar.
Once you click on the “Tasks” icon, you will be redirected to the Tasks page as shown in the picture below.
You can add the Tasks to a specific Project and assign the resource to the Tasks using this feature.
Adding Tasks to the Project
WizzTime gives you two ways to add the Tasks to the Project. You can add them in bulk using either “Import MPP” feature or you can add one by one Task using the “Add Task” feature.
Adding multiple Tasks using bulk upload
This feature is useful for the Managers to add the Tasks in bulk to the Project. You can simply create a Microsoft Project file and import it under a specific Project. All Tasks will get added at a time to that Project.
To add the Tasks, first, you have to select a “Client” and a “Project” to whom you want to add the Tasks.
Click on the “Client” drop down and select a Client.
Once you have selected a Client, click on the “Project” drop down and select a specific Project.
To add the Tasks using bulk upload, click on “Import MPP” button, and it will ask you to select the MPP file you want to import. Choose your MPP file and click on “Open”. Now, the WizzTime starts the importing process.
Once the importing process completed, the Tasks imported from the MPP file will be shown in the Task list as below.
If you already added a Task using “Add Task” button, you can not import the Tasks using MPP file.
Adding a single Task
To add a single Task, click on “Add Task” button and the “Add Task” popup will be opened. Enter a “Task” under “Title” and select the Start Date and End Date for a Task.
WizzTime will automatically calculate the Estimated Hours based on the date range you have selected for a Task.
Fill the remaining details. You can add a description for a Task under “Notes” if any. Once you enter all the details and click on the “Add Task” button, the Task will be added to a Project.
You can see a Task you have added in the Task list as shown below.
By enabling this option you can see only those tasks which are either created by you or assigned to you.
You can add the child Task by clicking on the “+” icon. Similarly, you can Edit, Delete and Copy a Task by clicking on the respective icons as shown in the picture below.
Add Child Task
Sometimes a Task may be divided into one or more subtasks. That time you may need to add a child Task under a specific task.
To add, click on the ‘Plus’ icon under the Action column of a Task.
Once you click on the ‘Plus’ icon, the “Add Task” popup will be opened. Fill the details and click on the “Add Task” button and the Task will get
Click on the Expand button of a parent task as shown in the picture below and you can see the Child Task details you have added.
If you want to update the existing Task details, click on the “Edit” icon under the Action column of a Task and the “Edit Task” popup will be opened.
Enter the details and click on “Update Task” button. You can see the updated Task details in the Task list.
You can delete the Task by clicking on the “Delete” icon shown in the Action column of a Task.
Once you click on the “Delete” icon, WizzTime asks you to confirm this action. Once you confirm it, a Task will be deleted permanently.
If you are deleting any Task which has child Tasks, then WizzTime will delete all of its child Tasks too.
You can not delete a Task which has Worked Hours recorded for it.
You can not delete the Task If the Task State is in Closed or Pending For Approval (PFA) State.
If one or more Rules are assigned to the selected task. Deleting the task will also delete the rules.
By using the Copy Task feature, you can copy the existing Task and its child Tasks data into a new Task.
You can use this feature by clicking on the “Copy” icon under the Action column of a Task.
Once you click on the “Copy” icon, it will duplicate the structure of the existing Task and add as a new Task.
You can see the Tasks list is updated after copying the Task.
Copy Task feature will create a duplicate structure of the existing Task, only for the fields Title, Estimated Hours, Start Date and End Date. It will not copy the Assigned Resources, State, and Notes of the existing Task.
Assign and Un-assign Resource from the Task
Once the Tasks got added in the Project, you can assign
Assign a Resource
To assign a resource, click on the “Select Resource” drop-down and select a “Resource” you want to assign to the Task.
A resource is assigned to a Task and you can see the success message as shown below.
Un-Assign a Resource
You can un-assign a Resource which is already assigned to a Task.
To un-assign, a resource, click on the “Select Resource” drop-down and select a “Select Resource” option and the resource will be unassigned from a Task.
If you want to un-assign a task from a specific resource and assign the same Task to any other resource, select that resource from the drop-down and he can start working on a task from now.
If a resource recorded some Worked Hours for a Task, you can not assign another resource to that Task.
Delete All Tasks
You can delete all the Tasks at a time. To do so, click on the “Delete All” button in the top right corner.
The WizzTime will ask you to confirm your action. Once you confirm it, it will delete all the Tasks from a selected Project.
You can not use this feature if any of the Task has Worked Hours recorded for it. You need to delete the tasks one by one by clicking “Delete” icon under the Action column.
You can see the “Notes” you have provided for any of the Task by hovering on the “Notes” icon.
Export To Excel
You can export all your Tasks data in excel file. Click on the “Export to Excel” button and you will get the exported excel file.