Difference between revisions of "Project Tasks"

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__NOTOC__
 
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{| style="width:100%"
 
{| style="width:100%"
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|[[Main Page|Home]] > [[Project Manager]] > Tasks  
+
|[[Main Page|Home]] > [[Project Manager]] > [[Project Portfolio]] > [[Project]] > Tasks
 
|style="text-align:right;"|[[:Category:Project Manager|Index]]
 
|style="text-align:right;"|[[:Category:Project Manager|Index]]
 
|}
 
|}
 
</div>
 
</div>
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[[File:pmProjectsMainTabsTasksIcon.png|left|70px]]
 
{|style="width: 100%"
 
{|style="width: 100%"
 
|- valign="top"
 
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|style="width:73%"|
 +
 
== Introduction ==
 
== Introduction ==
−
Tasks are a key aspect of all projects. 
+
Both Tasks and Summary Tasks are available for each project within Hornbill Project Manager. Tasks represent the individual units of work whilst summary tasks allow tasks to be grouped together in phases of work. Within any project, it is always desirable to be able to visualise the tasks and the included phases of work. Hornbill Project Manager achieves this by providing two default gantt charts for tasks/summary tasks.
−
* Plan, schedule and assign tasks that are required to fulfil your project.
+
 
−
* Link tasks to project milestones to count towards their completion
 
−
* Record resource time and effort
 
−
* Add Resource costs to the project using resources defined rates and recorded resource time
 
−
* By Default Project Manager's are added as task '''owners''', allowing them to complete or reassign project tasks alongside the '''assigned''' task Stakeholder
 
−
* Project Tasks can only be assigned to Project Stakeholders
 
 
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== Related Articles ==
 
== Related Articles ==
−
* [[Project Milestones]]
+
* [[Project|Project]]
 +
* [[Project_Overview|Project Milestones]]
 +
* [[Project Audit History|Project Audit History]]
 +
* [[Project Manager Administration|Project Manager Administration]]
 
|}
 
|}
  
−
==Creating Project Tasks==  
+
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
 +
<div id="Tasks"></div>
 +
 
 +
== Tasks ==
 +
 
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
::{|
 +
|- valign="top"
 +
 
 +
[[File:pmProjectsMainTabsTasksTasks.png|right|800px]]
 +
 
 +
=== Introduction ===
 +
Tasks are a key aspect of all projects. They can be created as placeholders with only a name required, or they can be created as full tasks and assigned accordingly.
 +
* Plan, schedule and assign tasks that are required to fulfil your project.
 +
* Link tasks to project milestones to count towards their completion.
 +
* Associate tasks to project risks to better manage each risk.
 +
* Group tasks under Summary Tasks to create phases of work.
 +
* Record resource time and effort (Requires access to Hornbill Timesheet Manager).
 +
* By Default Project Manager's are added as task '''owners''', allowing them to complete or reassign project tasks alongside the '''assigned''' task Stakeholder.
 +
* Project Tasks can only be assigned to Project Stakeholders
 +
 
 +
=== Creating Project Tasks ===  
  
 
Use the '''+''' icon to add a new Project Task
 
Use the '''+''' icon to add a new Project Task
  
−
* '''Task Name''' - The name for the task, which will be displayed in project views
+
* '''Task Name''' - The name for the task, which will be displayed in project views.
−
* '''Description''' - The details for the task
+
* '''Description''' - The details for the task.
−
* '''Start Date''' - The date the task is due to start (defaults to today)
+
* '''Start Date''' - The date the task is due to start (defaults to today).
−
* '''Owned By''' - The Project Stakeholder who owns the task
+
* '''Owned By''' - The Project Stakeholder who owns the task.
−
* '''Assigned To''' - The Project Stakeholder who the task is assigned to
+
* '''Assigned To''' - The Project Stakeholder who the task is assigned to.
 
* '''Counts Towards Milestone''' - Optionally decide if the task contributes to the achievement of a specific project milestone.  
 
* '''Counts Towards Milestone''' - Optionally decide if the task contributes to the achievement of a specific project milestone.  
−
* '''Depends on Task''' - Notionally specify another task that this task will depend on (more functionality in this area to follow)
+
* '''Depends on Task''' - Notionally specify another task that this task will depend on (more functionality in this area to follow).
 +
* '''Part of Summary Task''' - Optionally link the task to a summary task (task phase).
 +
* '''Related to Project Risk''' - Optionally link the task to a project risk.
 
* '''Due Date''' - The date the task is due to be completed.
 
* '''Due Date''' - The date the task is due to be completed.
 
:* If the task has been linked to a project milestone, the due date will automatically be set to the due date for the chosen milestone
 
:* If the task has been linked to a project milestone, the due date will automatically be set to the due date for the chosen milestone
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::* Project Manager Task completion notifications can also be set per task in project templates
 
::* Project Manager Task completion notifications can also be set per task in project templates
 
::* Manage the default value for this notification in the settings using the following app setting:  '''app.com.hornbill.projectmanager.projectTasks.notification.notifyProjectManagerOnCompletion'''
 
::* Manage the default value for this notification in the settings using the following app setting:  '''app.com.hornbill.projectmanager.projectTasks.notification.notifyProjectManagerOnCompletion'''
 +
::* Select to notify the Project Manager once the task is completed
  
−
 
+
=== Updating & Completing Project Tasks ===
−
 
 
−
 
 
−
 
 
−
Select to notify the Project Manager once the task is completed
 
−
 
 
−
==Updating & Completing Project Tasks==
 
−
[[File:Update_task_project_cost.png|right|400px]]
 
 
* '''Progress''' - Manually slide the progress indicate, so show in percentage terms how near to completion the task is
 
* '''Progress''' - Manually slide the progress indicate, so show in percentage terms how near to completion the task is
 
* '''Timeline''' - Post and or Comment on the task  
 
* '''Timeline''' - Post and or Comment on the task  
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* '''Dates and Ownership''' - Edit the start, due dates assignee and or owner attributes for the task
 
* '''Dates and Ownership''' - Edit the start, due dates assignee and or owner attributes for the task
 
* '''Counts Towards Milestone''' - Optionally decide if the task contributes to the achievement of a specific project milestone, adding a task to an existing Milestone will automatically re-calculate the milestones progress %.  
 
* '''Counts Towards Milestone''' - Optionally decide if the task contributes to the achievement of a specific project milestone, adding a task to an existing Milestone will automatically re-calculate the milestones progress %.  
 +
* '''Part of Summary Task''' - Optionally link the task to a summary task (task phase).
 +
* '''Related to Project Risk''' - Optionally link the task to a project risk.
 
* '''Update''' - Select '''Update''' to commit the changes to the task (Only Task Owner, or Task Assignees can update their tasks)
 
* '''Update''' - Select '''Update''' to commit the changes to the task (Only Task Owner, or Task Assignees can update their tasks)
 
* '''Complete''' - Select this option to mark the task as complete
 
* '''Complete''' - Select this option to mark the task as complete
  
−
* '''Task Resources''' - Optionally record Project Stakeholder time and effort from the '''Resources''' tab on each task
+
=== Administration ===
−
:* '''+'''  Use the Plus icon to add task resource time
+
 
−
:* '''Resource''' - Choose Which Project Stakeholder to record the time against
+
The creation, updating, editing and completion of project tasks will be recorded in the task audit history tab for review and searching, as well as being written to the overall project audit history.
−
:* '''Time''' - Specify the start and end date and time for the resources contribution
 
−
:* '''Description''' - Add the details of the actions / contributions the resource has made
 
−
:* '''Post to Task Timeline''' - Include all resource updates into the timeline of the Tasks Timeline, the time and effort will automatically be recorded in either case and available to review from the '''Resources''' project view
 
−
:* '''Record as Project Cost''' - Include the resources time as a project cost. This option will add a '''Resource Cost''' item to the Project costs section, calculating the recorded time x the hourly rate associated to the project resource. If rates have not been defined for project resources, no cost will be added to the project costs.
 
−
:* '''Add''' - When ready use the Add option to save the resource effort
 
  
−
==Task Resource View==
 
−
[[File:Task_Resource_Progress.png|right|400px]]
 
−
View all resource contributions to individual tasks, and compare how much contributions Project Stakeholders have made to each project task
 
−
* Total Time for each Task
 
−
* See when and which resources where used
 
−
* View a % breakdown of project resources for each task
 
−
<br>
 
−
<br>
 
−
<br>
 
−
<br>
 
 
<br>
 
<br>
 +
|}
 +
</div>
 +
</div>
 +
</div>
 +
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
 +
<div id="SummaryTasks"></div>
 +
 +
== Summary Tasks ==
 +
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
::{|
 +
|- valign="top"
 +
 +
[[File:pmProjectsMainTabsTasksSummaryTasks.png|right|800px]]
 +
 +
=== Introduction ===
 +
Summary tasks allow multiple tasks to be grouped together as phases of work
 +
* Group multiple tasks under a single summary tasks
 +
* Visualise summary tasks on the provided gantt charts.
 +
 +
=== Creating Summary Tasks ===
 +
 +
Use the '''+''' icon to add a new Summary Task
 +
 +
* '''Name''' - The name for the summary task, which will be displayed in project views and on gantt charts.
 +
* '''Description''' - The details for the summary task.
 +
 +
=== Updating Summary Tasks ===
 +
* '''Name & Description'''.
 +
* '''Update''' - Select '''Update''' to commit the changes to the summary task.
 +
 +
=== Administration ===
 +
 +
The creation and editing of summary tasks will be recorded in the summary task audit history tab for review and searching, as well as being written to the overall project audit history.
 +
 
<br>
 
<br>
 +
|}
 +
</div>
 +
</div>
 +
</div>
  
−
==Task Views==
+
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
−
[[File:Project_Tasks.png|right|400px]]
+
<div id="GanttChartTasks"></div>
−
===List View===
 
  
−
View all Project Tasks in list form, view each tasks progress, status, who it is assigned to and show which if any Milestone the task contributes towards.
+
== Gantt Chart (Tasks) ==
−
* '''Search''' - Filter the displayed project tasks based on the search term
 
−
* '''Filters''' - Filter the displayed project tasks based on the task status, and or related project milestone and or task assignee
 
  
−
Active Project Tasks are also displayed on the Project Overview, if there % completion is 1 or greater and they are not complete.
+
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; height:620px; padding:4px; margin-bottom:10px;">
 +
::{|
 +
|- valign="top"
  
 +
This view allows the project tasks and summary tasks to be visualised in a gantt chart.
 +
* Add and remove summary tasks with a simple toggle switch.
 +
* Change the theme of the chart using the drop down menu on the top right hand side of the screen.
 +
* 'Snapshot' the gantt chart. This allows you to create a visual historical timeline of task progress and activity.
 
<br>
 
<br>
 +
[[File:pmProjectsMainTabsTasksGanttChartTasks.png|left|800px]]
 +
[[File:pmProjectsMainTabsTasksGanttChartTasksWithSummaryTasks.png|right|800px]]
 +
 +
 
<br>
 
<br>
−
===Gantt View by Task===
+
|}
−
[[File:Project_Task_Gantt.png|right|400px]]
+
</div>
−
View all Project Tasks in a Gantt Chart by date
+
</div>
−
* '''Task Name''' - See all Project Tasks listed, hover over individual tasks to see their start and due dates, and see their progress through complete indicated by a colour coded progress bar
+
</div>
−
:* Edit the task dates by dragging the start and or due date ends in or out as required
 
−
* '''Milestones''' - See all Project Milestones in the Gantt Chart, hover over the Milestone to see it's due date, and it's colour indicates it progress towards completion
 
−
* '''Displayed Date Range''' - Alter the date range for the displayed tasks using the date filters provided.
 
−
* '''Full Screen''' - Use the option to display the Gantt Chart in full screen mode.  Once in full screen view, there is an option to return to the project view.
 
−
:* '''Snapshot''' - Once in full screen mode, use the snapshot option to take a point in time picture of the Gantt Chart
 
−
::* Use the Previous and Next arrows to move between different snapshots of the Gantt chart (see when the snapshot was taken and it's title)
 
  
−
===Gantt View by Assignee===
+
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
−
[[File:Project_Tasks_Resource_Gantt.png|right|400px]]
+
<div id="GanttChartTasksByAssignee"></div>
−
View all Project Tasks in a Gantt Chart by each Project Stakeholder
 
−
* '''Name''' - See all Project Tasks assigned to each Project Stakeholder, hover over individual tasks to see their start and due dates, and see their progress through complete indicated by a colour coded progress bar
 
−
* '''Milestones''' - See all Project Milestones in the Gantt Chart, hover over the Milestone to see it's due date, and it's colour indicates it progress towards completion
 
−
* '''Displayed Date Range''' - Alter the date range for the displayed tasks using the date filters provided.
 
−
* '''Full Screen''' - Use the option to display the Gantt Chart in full screen mode.  Once in full screen view, there is an option to return to the project view.
 
−
:* '''Snapshot''' - Once in full screen mode, use the snapshot option to take a point in time picture of the Gantt Chart
 
−
::* Use the Previous and Next arrows to move between different snapshots of the Gantt chart (see when the snapshot was taken and it's title)
 
  
−
==Administration==
+
== Gantt Chart (Tasks by Assignee) ==
  
−
The creation, updating, editing and completion of project tasks will be recorded in the task audit history tab for review and searching, as well as being written to the overall project audit history.
+
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; height:650px; padding:4px; margin-bottom:10px;">
 +
::{|
 +
|- valign="top"
 +
 
 +
This view allows the project tasks to be grouped by assignee and visualised in a gantt chart.
 +
* Change the theme of the chart using the drop down menu on the top right hand side of the screen.
 +
* 'Snapshot' the gantt chart. This allows you to create a visual historical timeline of task progress and activity.
 +
<br>
 +
[[File:pmProjectsMainTabsTasksGanttChartTasksByAssignee.png|center|1200px]]
 +
<br>
 +
|}
 +
</div>
 +
</div>
 +
</div>
 +
<br>
  
−
[[Category: Project Manager]]
+
[[Category:Project Manager]]

Latest revision as of 17:18, 19 January 2021

Home > Project Manager > Project Portfolio > Project > Tasks Index
PmProjectsMainTabsTasksIcon.png

Introduction

Both Tasks and Summary Tasks are available for each project within Hornbill Project Manager. Tasks represent the individual units of work whilst summary tasks allow tasks to be grouped together in phases of work. Within any project, it is always desirable to be able to visualise the tasks and the included phases of work. Hornbill Project Manager achieves this by providing two default gantt charts for tasks/summary tasks.

Related Articles

Tasks

PmProjectsMainTabsTasksTasks.png

Introduction

Tasks are a key aspect of all projects. They can be created as placeholders with only a name required, or they can be created as full tasks and assigned accordingly.

  • Plan, schedule and assign tasks that are required to fulfil your project.
  • Link tasks to project milestones to count towards their completion.
  • Associate tasks to project risks to better manage each risk.
  • Group tasks under Summary Tasks to create phases of work.
  • Record resource time and effort (Requires access to Hornbill Timesheet Manager).
  • By Default Project Manager's are added as task owners, allowing them to complete or reassign project tasks alongside the assigned task Stakeholder.
  • Project Tasks can only be assigned to Project Stakeholders

Creating Project Tasks

Use the + icon to add a new Project Task

  • Task Name - The name for the task, which will be displayed in project views.
  • Description - The details for the task.
  • Start Date - The date the task is due to start (defaults to today).
  • Owned By - The Project Stakeholder who owns the task.
  • Assigned To - The Project Stakeholder who the task is assigned to.
  • Counts Towards Milestone - Optionally decide if the task contributes to the achievement of a specific project milestone.
  • Depends on Task - Notionally specify another task that this task will depend on (more functionality in this area to follow).
  • Part of Summary Task - Optionally link the task to a summary task (task phase).
  • Related to Project Risk - Optionally link the task to a project risk.
  • Due Date - The date the task is due to be completed.
  • If the task has been linked to a project milestone, the due date will automatically be set to the due date for the chosen milestone
  • Notify Project Manager on Completion
  • The Project Manager for the project will see an extra option when creating or editing a task, this is an option to receive a Hornbill notification when the task is marked as completed.
  • By default this is set to off
  • Project Manager Task completion notifications can also be set per task in project templates
  • Manage the default value for this notification in the settings using the following app setting: app.com.hornbill.projectmanager.projectTasks.notification.notifyProjectManagerOnCompletion
  • Select to notify the Project Manager once the task is completed

Updating & Completing Project Tasks

  • Progress - Manually slide the progress indicate, so show in percentage terms how near to completion the task is
  • Timeline - Post and or Comment on the task
  • Follow - Select the + Follow button receive updates posted to the task timeline on your News Feed
  • Dates and Ownership - Edit the start, due dates assignee and or owner attributes for the task
  • Counts Towards Milestone - Optionally decide if the task contributes to the achievement of a specific project milestone, adding a task to an existing Milestone will automatically re-calculate the milestones progress %.
  • Part of Summary Task - Optionally link the task to a summary task (task phase).
  • Related to Project Risk - Optionally link the task to a project risk.
  • Update - Select Update to commit the changes to the task (Only Task Owner, or Task Assignees can update their tasks)
  • Complete - Select this option to mark the task as complete

Administration

The creation, updating, editing and completion of project tasks will be recorded in the task audit history tab for review and searching, as well as being written to the overall project audit history.


Summary Tasks

PmProjectsMainTabsTasksSummaryTasks.png

Introduction

Summary tasks allow multiple tasks to be grouped together as phases of work

  • Group multiple tasks under a single summary tasks
  • Visualise summary tasks on the provided gantt charts.

Creating Summary Tasks

Use the + icon to add a new Summary Task

  • Name - The name for the summary task, which will be displayed in project views and on gantt charts.
  • Description - The details for the summary task.

Updating Summary Tasks

  • Name & Description.
  • Update - Select Update to commit the changes to the summary task.

Administration

The creation and editing of summary tasks will be recorded in the summary task audit history tab for review and searching, as well as being written to the overall project audit history.


Gantt Chart (Tasks)

This view allows the project tasks and summary tasks to be visualised in a gantt chart.
  • Add and remove summary tasks with a simple toggle switch.
  • Change the theme of the chart using the drop down menu on the top right hand side of the screen.
  • 'Snapshot' the gantt chart. This allows you to create a visual historical timeline of task progress and activity.

PmProjectsMainTabsTasksGanttChartTasks.png
PmProjectsMainTabsTasksGanttChartTasksWithSummaryTasks.png



Gantt Chart (Tasks by Assignee)

This view allows the project tasks to be grouped by assignee and visualised in a gantt chart.
  • Change the theme of the chart using the drop down menu on the top right hand side of the screen.
  • 'Snapshot' the gantt chart. This allows you to create a visual historical timeline of task progress and activity.

PmProjectsMainTabsTasksGanttChartTasksByAssignee.png



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