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.

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.

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.

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. 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 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 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.

Edit

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

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.

Be careful as there is no option for a team member to view deleted tasks or restore them.

Workflow options

Configure your workload and manage your task fulfillment through the Aitheon Control Panel regardless of the service you are working in at the moment.

Task notifications

Click the Control Panel menu bar on the top right of the Platform view. Choose the Tasks tab to view the list of tasks assigned to you.

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.

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

The time spent on your task will not reflect in the task window inside the platform. The tracking option is for your convenience only.

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:

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.

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.

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.

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.

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.

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