I need help from anyone who has encountered this issue. We have a client request to prepare a legal opinion. Several users can work on the task. How should I properly create a Project or Task so that the reports show the name of each employee who worked on the task?
At the moment, the Client has a “User” or “Assigned User” field. However, only one user can be indicated in these fields, not multiple.
The bigger question is: how to organize work in Invoice Ninja when several people work on the same project, and a report is needed for each person’s work on the project?
After several days of testing, I can say that using the service within a team is quite difficult. Either I haven’t fully figured it out, or I would appreciate some help.
What issues have we encountered?
If we create a timesheet with analytics by employees, the “User” field in each task needs to specify the employee (it’s not possible to assign multiple employees). In that case, you can see the “Created by” column in the Task report.
However, this creates another problem. In order for the employee to only see their own tasks, their role is set so that they don’t have permissions to view others’ tasks. But then, they can’t select themselves in the “User” field when creating a task.
I thought this field had to be filled out. By the way, it seems that if you assign the task to another employee, this mechanism would be quite limited.