Introduction
Tasks are a key aspect of all projects. Plan, schedule and assign tasks that are required to fulfill your project.
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 project milestone.
- 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
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
- Update - Select Update to commit the changes to the task
- Complete - Select this option to make the task as complete
Task Views
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.
- 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
Gantt View by Task
View all Project Tasks in a Gantt Chart by date
- 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
- 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.
Gantt View by Assignee
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.
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