> For the complete documentation index, see [llms.txt](https://docs.aitheon.com/project-manager/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aitheon.com/project-manager/quick-start/team-member-user-mode.md).

# Team member (User mode)

Go to the **Project Manager** from the general services dashboard to view your organization's projects dashboard. 

In case you are a member of multiple organizations within the Aitheon Platform, choose the correct **organization account** to view the relevant Project Manager dashboard.  

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUsQZzsqe5hdQv_fYjW%2F-MUsRkfHph6u3q5v2K64%2FmainPM.gif?alt=media\&token=2c1c7764-a2de-4553-82fc-2a1e2a10acd8)

In the **All Projects** tab, you can see all the **Privat** projects you participate in and all **Public** projects. Enter the project you are invited to start your first task completion.  

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUsQZzsqe5hdQv_fYjW%2F-MUsW2Nbhh09qDl7TT1M%2Fprojects.png?alt=media\&token=7f79cbdc-445a-4170-b159-03bce665af46)

## **Task management**

As a member of an organization, you have permission to create, edit, assign, complete, and delete the tasks that you created inside a project.

### **Create**

Go to the **Main Board** page of the project.

Click **CREATE TASK** or just click a **+** in any specific board to open the modal window for new task creation. 

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUsYNVKkfSfumCkDOZm%2F-MUsZdjYgksCqHOlODXi%2Fnew%20taska.png?alt=media\&token=a49dd2ac-eb90-4cd9-b199-5d6fd145eb05)

#### Required Fields

Enter **Task Name** **(1)** and **description** **(3)** according to your organization's requirements. Choose a type: **TASK, STORY,** or **ISSUE**. Unless your team role suggests otherwise, use the **TASK** type **(2)** by default. 

Choose a **Column** **(4)** from a dropdown list to place the new task at the relevant stage. Set **Priority** **(5)** of the task from a dropdown list or keep default **Medium** priority to finish task setup. 

At this step, your task can be created by clicking **CREATE TASK**. 

#### Optional Fields

You may also proceed to optional fields: **Assignee**, **Labels**, [**Epic**](/project-manager/main-features/epics.md). Assign **(6)** the task to yourself or any number of teammates involved. A list of optional **Labels** and **Epics** to choose from in each field is set by your project admin.

**Labels (7)** can be used to search and navigate through multiple tasks, connected via topic, status, group as assignees, etc. 

**Epics** **(8)** are used to [search](/project-manager/main-features/projects.md#main-board) the tasks within cross-related projects, connected in a single epic.

If the task has a deadline, **ADD DUE DATE** and time **(9)**. You can edit or remove the due date if required. All assignees of this task will [get notified](/project-manager/main-features/control-panel.md) of the deadline via the Platform. 

Attach a file **(10)** from your device to add it below the task description. 

### **Assign**

View the list of unassigned tasks in the **Backlog**, **To do**, or any other custom column. Open the task to get it assigned. 

Click **Assignee** and choose **ASSIGN TO ME** option to take on the task. To reassign it start typing the team member’s name to see if this assignee is available within the project.   

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUsdJGyrxAuH5Lm8srH%2F-MUsfpmWKUI_juP0EDam%2Fassign.png?alt=media\&token=3c5dc9d8-3d06-4e53-b4e3-e2969eb904d7)

### **Edit**

Open the task to view its contents, edit any field, **Add a comment** or **Attachments**, change **Due Date**, or **ADD SUBTASK**.  

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUsdJGyrxAuH5Lm8srH%2F-MUsgte88OFjGbp-ygus%2Fcomment.png?alt=media\&token=f7500896-9e6b-46e6-b5de-77764463f53f)

All your edits inside the task are saved automatically. Just exit the task as you finish editing. 

### **Finish** 

‌To finish an active task drag it to the **Done** column or change a stage to **Done** inside the task modal window. 

Moving a task to the **Done** stage marks it as a finished one and does not affect its contents. You still will be able to find all the tasks that were assigned to you reflected in the **Done** column. 

### **Delete**

You can delete any task on the board of the project you are invited to. Use a **garbage bin** button at the top-right of the task window.

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUsnuNY4byKGe_Q-Ls0%2F-MUspMr3iwGJ80Zm_NFc%2Fdelete.png?alt=media\&token=8328ee3e-120e-4c4c-a77f-9a83a789c610)

{% hint style="info" %}
Be careful as there is no option for a team member to view deleted tasks or restore them.
{% endhint %}

## Workflow options

Configure your workload and manage your task fulfillment through the Aitheon [**Control Panel**](/project-manager/main-features/control-panel.md) regardless of the service you are working in at the moment. 

### Task notifications

Click the [**Control Panel**](/project-manager/main-features/control-panel.md) menu bar on the top right of the Platform view. Choose the **Tasks** tab to view the list of tasks assigned to you.   

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUssMvR2r_oavVbcVtR%2F-MUssl1UQJ8xLYijP9C3%2Fdetails.png?alt=media\&token=679efdbf-6c9b-49be-ab77-272426567831)

The task name is an active link to the task in the project.

Click **Details** to view the task description and active link to the project the task is related to.

As soon as the task is finished, click **MARK AS DONE** to close the task in one click and moving it to the **Done** stage without going back to the Project Manager. 

### Time counter

Use **time counter** to track the time you spend on each task fulfillment. Click on **play/pause** in the task notification field when you start/stop working on each specific task.  

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUsstaEUNEa5BGbibSz%2F-MUst8LQPUfPezdmrzyV%2Ftimer.png?alt=media\&token=b55f5469-136b-400c-924a-857dd6629409)

You are allowed to work on a single task at once.

{% hint style="info" %}
The time spent on your task will not reflect in the task window inside the platform. The tracking option is for your convenience only.
{% endhint %}

## Navigation through boards and projects

### **Boards**

Choose your projects dashboard layout using the icons at the top of the **All Projects** view. Switch between list and icon bar layouts to get a quick glimpse of all organization's projects available.

**Reorder the projects** in your layout view using arrows sign at the top right of the project card: 

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUstceyzXg81s6x5ePw%2F-MUsv0GpOqTSTj8x6A1a%2Fpr%20layout.gif?alt=media\&token=f0fa564d-ff14-4164-a8de-80f22be82051)

Swap columns dragging them one across another. 

Click **Subscribe** in any column's menu bar to subscribe to email notifications about tasks moved to and from this stage. You can always click **Unsubscribe** to stop receiving notifications.  

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUsyT8wslcrVacPEwXd%2F-MUsye5cMo1KyhDKjmy0%2Fboard.png?alt=media\&token=b46819b9-858f-4b21-a910-6efadfbe2087)

Go from **Main Board** to the **Backlog** tab **(1)** to see the simplified view of all the tasks, stories, and issues, sorted by type. 

Click the **Media** tab **(2)** to view all the media files uploaded to the project. Add a new file from your device or direct file link.

### **Search**

Find any task by its name using the search field. Start typing the word to see all tasks with this keyword in the name reflected on the board inside the project or as a list in all projects dashboard. 

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUsyvsQJCpaRMHsXBib%2F-MUt0iBOqmOifq0Ig6iS%2Fsearch.gif?alt=media\&token=2a6e69ac-5d1f-4961-a3ff-638a8dd53ed5)

**Use filters** to find all tasks related to one or several specific settings. Click the filter icon on the right to search a task by **assignee, label, creator, type**, and **priority**.

**Sort** your search result by **date** or **priority** using sorting options in a dropdown list.

Use **project keys** to find all tasks related to a specific project. The project key is reflected in the name of a task created within a project and contains a unique task order number.

### **Epics** 

Go to the project dashboard and click the **Epics** tab. View all the tasks in your organization sorted between the epics. In case an organization links few projects in one epic, the **Epics** tab allows you to get a clearer view of all the tasks related. 

![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUt0sogNppNNcEkrJzg%2F-MUt1lRh9kppHnfXNjhf%2Fepics.png?alt=media\&token=e0ec3a44-bdb7-4831-a2b4-f90daa25b653)

### **Archive** 

Move between **Archived Projects** and **Archived Epics** tab to view the tasks and stages, archived along. As a member, you can delete, edit or unarchive the archived epic.