Project Tasks Documentation

Project Tasks Project Tasks are used to manage project task data throughout the system for project type mappings and project registration. These tasks help standardize and organize the various activities and procedures involved in different types of projects systematically across the platform.

For example, the process of drafting incorporation documents includes tasks such as initial client meetings and collecting documents and other required information.

Accessing Project Tasks

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
2. Under the Projects section, click on Project Tasks

Navigating to Project Tasks in Settings

Managing Existing Project Tasks The Project Tasks page displays all project tasks in a table with:

• Project task name (English and Arabic)
• Status
• Edit action button

You can:

• Add new project tasks by clicking the Add New button in the top right corner
• Search across all columns to find specific project tasks
• Edit a project task by clicking the edit button in the action column
• Change status by editing and updating the active toggle

Existing Project Tasks Grid View

Adding a New Project Task

1. On the Project Tasks page, click the Add New button in the top right corner
2. In the form, enter:
   • Project Task Name (English): Enter the project task name in English
   • Project Task Name (Arabic): Enter the project task name in Arabic
   • Active: Toggle button set to "Active" (default) or "Inactive"
3. Click Submit to create the new project task

Adding a new Project Task