PSA FAQs

How to assign tasks to the employees for a project?

After the creation of the project, resources have to be added to that project to work on the same. Then we can assign tasks to different employees who have been assigned policies and added to the resources section in order to complete their particular tasks. 


Follow the below path to assign the tasks to the employees.


Go to the Project (1) tab of the Keka Portal and click on Projects (2). Then go to the Project List (3) tab.

Then you'll be taken to the Active Projects (1) tab. Now select any Project (2).

Once you select the project, that project will get opened. Click on Tasks (1) and go to the extreme right side of the task, and move your cursor to the task's bar. Once your cursor is on the bar, you'll be able to see the button of Assign employees to this task. Click on Assign employees to this task (2).

Once you click on Assign employees to this task, search the name of the team member (as highlighted) and select the employee. 

This is how you can assign tasks to the employee in Timesheet.