# 1. Getting Started with the Operation Plugin

Published 2025-11-04

> 1. Getting Started with the Operation Plugin The Operation plugin is one of the core modules in erxes, designed to help your team manage tasks, organize projects, assign responsibilities, and track progress effectively.

## 1\. Getting Started with the Operation Plugin

The Operation plugin is one of the core modules in erxes, designed to help your team manage tasks, organize projects, assign responsibilities, and track progress effectively. If you're new to this plugin, follow the steps below to get started quickly and confidently.

### **What is the Operation Plugin?**

The Operation plugin allows you to manage your work using **Tasks**, **Projects**, and **Cycles**. It’s ideal for tracking both individual assignments and larger, team-based goals.

🧭 **Navigation**: Find the Operation plugin in the left sidebar of your erxes workspace.

### **Step 1: Set Up Your Team**

Every task in Operation must be associated with a **Team**. Before you create a task, make sure you either join an existing team or create one.

🛠 If you have admin access:

-   Go to **Settings → Teams → + Create Team** to create a new team.

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/ef9953be-b804-4aae-6d65-ced20a88b200/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/ecd81a94-0ef2-4179-ed2f-738b14478d00/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/9d44b5af-1418-4b8c-11f0-e2f581165c00/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/68b9ba1b-bfd0-4391-fdb4-8c3c5c63d900/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/175de4fe-420b-4429-8ab3-b1daab027200/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/1230f927-2f4b-4688-ca8a-d6f9514dc500/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/cd01e3d6-e8be-486d-2e53-fabb391f7000/public)

### **Step 2: Create Your First Task**

Tasks represent actionable items. Creating a task helps track progress, assign ownership, and clarify priorities.

📝 To create a task:

1.  Go to the Operation plugin.
2.  Click the **"Create Task"** button.
3.  Add a **title** for your task.
4.  Select the **Team** the task belongs to.
5.  Optionally, fill in additional fields like **assignee**, **due date**, **priority**, or **labels**.
6.  Click **Save** to create the task.

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/cb4b6732-5c64-4e7c-9049-e1fab2b8a500/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/314839f9-3e07-4c5a-5c1f-5503e6a4f300/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/4ced744e-103f-4a5e-2f05-b85161979700/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/501e5ff7-2059-400a-3dff-21bb16526700/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/1ca588f2-d168-4254-aa40-bb8cff8fd500/public)

💡 Note: A **Team selection is required** for every task.

### **Step 3: Locate Your Task**

Once a task is created, you can view it in the following places:

-   **My Tasks → Created by me**
-   **Team  → Task tab**

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/8e6e2d69-f0bd-465a-3e41-fab4a6cd2900/public)

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/6aeb3423-93be-480a-e261-fe0effd74800/public)

👁 If the task is assigned to you, it will also appear under **My Tasks → Assigned to me**.