4: My Tasks

4: My Tasks

Keep your tasks organized with the "My Task" module on BI Meta using this simple guide:

      1.  Locate 'My Task':
    • On the left side of BIMeta, find and click on the 'My Tasks' module.

            2.    View Assigned Tasks:

    • Instantly see tasks related to you, all neatly organized and assigned specifically to you.

            3.    Task Roles Overview:

    • Understand the roles crucial for project progress, representing the steps from conception to action.

            4.     Task Roles Defined:

    • These roles are essential for moving a project forward step-by-step, ensuring each phase is well-managed.

Stay on top of your assigned tasks and project roles with ease on BIMeta! 



    • Related Articles

    • Bill Tasks

      1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After you select a customer this dropdown will be auto-populated with all the tasks that are associated with this client ...
    • Recurring Tasks

      Recurring tasks is a feature that allows you to create tasks that will repeat on a given period. To create recurring task go to the Tasks menu in the admin area and click on the top left button New task A popup modal will be shown to add new task. ...
    • Disallow project members to see all project tasks

      By the default all project related tasks are visible to all project members. If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks related to projects To achieve ...
    • Disallow project members to see all project tasks

      By the default all project related tasks are visible to all project members. If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks related to projects To achieve ...
    • Invoicing Project

      Invoicing project is recomended to do only from the project area via the Invoice Project button on the top right side to keep track of all invoices created for the project. Project Invoice Info There is 3 types of how the invoice items will be ...