TaskOPad -Web Guide
  • Quick Start!
  • Guides
    • Sign up - Log In Process
    • Organization Setup Process:
    • Master Setup Creation Process:
      • Manage Status
      • Manage Role
      • Manage Members
      • Manage Client
      • Manage Service
  • Fundamentals
    • Task
      • Task Creation Process
        • Create a Task
        • Create Recurring Task
        • Stop Recurring Task
        • Create a Subtask
        • Set Reminders
        • Task Status
        • Task Priority
        • Task Attachement
        • Task Follower
        • Task Comment
        • Task Log Activity
        • Task Mark as Completed
        • Bulk Edit , Delete & Recycle Bin Process
        • Bulk Import& Bulk Export
        • Quick Reply
        • Completion of Task in %
        • Checklist
        • Mark Task for Approvals
      • Kanban Board
      • Calendar View
    • Project
      • Project Creation Process
        • Create Project
        • Create Task Under Project
    • Discussion
    • DMS (Document Management System)
    • Reports
      • User Wise Report
      • User Performance Report
      • Project Report
      • User Activity Report
      • Status Wise Report
      • Time Sheet Report
      • Time Report
    • Time-Sheet
      • Enable Time Sheet
      • Adding Estimated Hours
      • Actual Hours Entry in Task
      • Actual Hours Entry in Timesheet
      • Submitting Timesheet Process
      • Approval & Rejection Process
      • Filter & Sort
    • Attendance Configuration
    • Leave Configuration
    • Notes
    • Add on Feature
      • Custom Fields In Task
        • How Custom Fields Work?
      • Custom Field In Client
        • How Custom Fields Work?
      • Client Information Sharing
      • Email Integration
      • Enable or Disable Email Notifications.
      • Access Management (IP- based Restrictions)
Powered by GitBook
On this page

Was this helpful?

  1. Guides
  2. Master Setup Creation Process:

Manage Members

You need to add all your members from the “Manage Members” Tab.

PreviousManage RoleNextManage Client

Last updated 1 year ago

Was this helpful?

Members Creation: Click on the right-hand top corner, “Add New Member”.

Enter basic details of your team member and the Email-id here is very important because the team member needs to verify from the mail sent to the Registered Email-Id.

(Mandatory fields are Member name, Last name, Email id, and Roles)

Set Reporting to, set roles and we also have an option of directing all the admin rights to your team members.

If you don't want to give all admin rights, you can give some rights of Master Setup permission.

All the list of members will appear together and you can also edit the details in the future.

Team Group Functionality You can also create a Group and assign tasks to a whole Group instead of individuals. In order to create a group, Click on the Team Group tab and Click on Add New Group from Top Right Corner.

Enter a Group Name and Select the Assignees you want to add to that Group. Click on the Add Group option and Start assigning all your tasks to different teams.