Creating and Managing Projects and Tasks in Tail AI

Objective

This SOP outlines the steps to create clients, projects, and tasks in Tail AI, ensuring efficient project management and tracking.

Key Steps

1. Accessing the Dashboard 0:01

• Log in to Tail ai.

• You will be directed to your dashboard, which displays:

  • Total number of clients in your workspace.

  • Employees with access to Tail ai.

  • Total number of projects in your workspace.

  • Recent tasks being worked on.

2. Creating a Client 0:24

• Navigate to the clients page.

• Click on 'Create Client'.

• Fill in the required information to create a new client.

3. Assigning Projects to a Client 0:46

• After creating a client, assign projects to them.

• Provide the following details for the project:

  • Project name.

  • Start date.

  • End date.

  • Client associated with the project.

  • Total hours within the contract.

4. Creating Tasks for the Project 0:58

• Once the project is created, navigate to the 'Create Task' page.

• Fill in the following information:

  • Task name.

  • Project the task falls under.

  • Estimated duration of the task.

  • Priority level of the task.
    
    
    

5. Assigning Tasks 1:28

• You can assign the task to yourself or leave it unassigned.

• It is not mandatory to assign the task to another employee.
  
  
  

6. Logging Time and Marking Tasks as Completed 1:35

• After completing the task, log the time spent:

  • Click on 'Task Details'.

  • Add a task hour log.

• Change the status of the task to 'Complete'.

Cautionary Notes

• Ensure all required fields are filled out when creating clients, projects, and tasks to avoid errors.

• Double-check the project details before finalizing to ensure accuracy.

Tips for Efficiency

• Regularly update your task status to keep track of progress.

• Use the dashboard to monitor ongoing projects and tasks effectively.

• Set reminders for task deadlines to stay on schedule.

Link to Loom

https://loom.com/share/bad9096697e3428cb8cb2af57fb85abc