Questions about the Task/Job Module

Question 1. Who has the authority to complete a task on Getfly?

  • The task assigner

  • The superior of the task assignee (the highest level within the same department or across departments)

  • The superior of the task assigner (the highest level within the same department or across departments)

  • The person who has the authority to view all tasks

Question 2. Who has the authority to edit a task on Getfly?

  • The task assigner

  • The superior of the task assignee (the highest level within the same department or across departments)

  • The superior of the task assigner

Question 3. Who has the authority to rate a task on Getfly?

  • The people involved in the task

  • The person who has the authority to view all tasks (even if they are not involved in the task)

Question 4. Who has the authority to cancel a task on Getfly?

  • The task creator

  • The superior of the task assignee

  • The person who has the authority to view all tasks

  • The superior of the task assigner

Question 5. Who has the authority to delete a task on Getfly?

  • The task creator

  • The superior of the person performing the task

  • The person who has the authority to view all tasks

Question 6. What is the task sorting logic on Getfly?

Sorting tasks in project details:

For tasks in a list format, the order of priority is as follows: unread notifications → task ID → task status.

  • Tasks with unread notifications will be sorted to the top.

  • Task ID: The newer the task, the higher the task ID, and it will be displayed first (regardless of whether the task start date is in the past or future).

  • Task status: Late → Waiting for confirmation → In progress → Newly assigned → Completed → Canceled

Sorting tasks in Kanban view:

  • Tasks are sorted by priority: tasks with unread notifications will be sorted to the top, and other tasks will be sorted by descending task IDs.

  • In Kanban view, in addition to automatic sorting based on the logic above, you can also manually reorder tasks by dragging and dropping.

Sorting tasks in customer details and Task Timeline screen (F9):

  • Tasks are sorted by their start time, with the tasks having later start times appearing at the top. Within a day, tasks are sorted by ascending task ID.

Question 7. Why are certain accounts automatically added when creating a new task on Getfly, and how can this be changed?

The following accounts are automatically added as related persons when an employee creates a task in the system:

  • Direct supervisor: The direct manager of the person creating the task within the same department (e.g., department head, deputy head, team leader).

  • Highest supervisor of the parent department: The head of the department higher up in the company’s organizational chart.

This means that the highest-ranking person in the company’s department hierarchy will automatically be added as a "Related Person" when an employee creates a task.

Question 8. How can I complete multiple tasks in bulk on Getfly?

Getfly now supports the feature to complete multiple tasks at once.

Detailed instructions:

  • Go to the Task screen (F9), click on a project name to access the task list within that project.

  • Click on the Filter button. The filter screen will appear, allowing you to search for tasks based on various criteria.

  • Use the filters to find the list of tasks you want to complete.

  • Select the checkboxes for the tasks you wish to complete, then click the Complete option in the toolbar.

  • Click Update to confirm the bulk completion.

Note:

  • The system allows you to complete up to 30 tasks per operation.

  • The following users have permission to complete tasks:

-The task assigner

-The superior of the task assignee (the highest level within the same or different department)

-The superior of the task assigner (the highest level within the same or different department)

-Users with the right to view all tasks

Question 9. How can I duplicate a task on Getfly?

Currently, Getfly does not support direct task duplication. However, you can use the Task Template Workflow feature to quickly and efficiently create recurring tasks. Here's how:

Step 1: Log in to Getfly

Access your Getfly account.

Step 2: Create a task workflow template

  • Go to the Task section → Find a task or a parent/child task chain on Getfly

  • Select Create Workflow Template

  • Fill in required details such as the workflow name, sub-tasks, and descriptions

  • Save the template once all information is complete

Step 3: Use the template to create tasks

  • When you need to create a new task based on the template, select the desired template from the list.

  • The system will automatically generate the corresponding tasks according to the defined process.

  • Edit if needed → Mark as complete

Question 10. How can I add, edit, or delete task folders when organizing projects on Getfly?

To manage task folders in Getfly, you must have the appropriate task permissions and be a participant in the project.

  1. To add a new folder:

Go to the Project List screen.

Click Add New Folder.

  1. To edit a folder name:

Double-click the folder name → Enter the new name → Press Enter to save.

  1. To delete a folder:

Hover over the folder’s top-right corner → Click the Delete icon.

  1. To reorder folder columns:

Click and hold the folder column → Drag and drop it into the desired position.

Note:

  • Projects from deleted folders will be moved to the default Uncategorized folder.

  • The Uncategorized folder cannot be renamed or deleted.

  • Folder layout is personalized for each user and does not affect others' views.

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