Creating Tasks

What are Tasks?
Creating Tasks
Quick Add Tasks
Scheduling Tasks
Editing/Deleting Tasks
Task History
Reordering Tasks
Bulk Actions

What are Tasks

A task is an activity that is part of a project. In other words, project has multiple phases with the task being a small incident/part of every phase. Tasks can be associated with milestones or can be directly linked to the project. In general, tasks are the most basic elements that ensure various actions are performed in an orderly manner within the project.

Scenario:

To understand Tasks better let us consider the same IT Test Environment SetUp Project used for Milestones:

IT Test Environment Set Up can be split into 3 major phases - that is, milestones:

Database Configuration
Workstation Configuration
Network Configuration

These Milestones can further be divided into the following steps: determining database purpose, organizing required information, dividing information into tables and so on for database configuration. Likewise, workstation and test configuration too would have several steps. These actions that may or may not be a part of Milestone are known as Tasks.

Creating Tasks:

To create a new task for a project, go to Projects > Tasks > Add Task.
You can specify the Task's Title and Description, also select the Status and Priority from the drop-down menu.
You can also schedule the tasks by specifying the Scheduled Start and Scheduled End date for a task.
You can mark/assign the owner and group for a task.

Adding more details to Task(s):
To indicate the Task's progress and to discuss ways of bettering it, you have been provided with the following fields:

% of completion that helps denote the extent to which the task has been completed (any value between 1 - 100).
Comments that let project members communicate between themselves about the task as well as the project.
Additional Cost, if any, can be recorded in this field.

Quick Add Tasks

To add tasks quickly,

Click Quick Add on the top right of the page.
Provide the task name and hit Enter to save the task.

To view the number of parent and child tasks associated with a task, hover over the Task Dependency Summary icon beside the task name in the template view.

Scheduling Tasks:

Task Scheduling not only helps you schedule the task but also determines whether the task is on-schedule, delayed, or ahead by comparing it against real-time completion.

To schedule the task, do the following:

Configure the Scheduled Start and Scheduled End Date
Fill in the Actual Start and Actual End Date (upon project completion)
Based on Scheduled/Actual Dates, the task would be considered:
On Schedule - If the Scheduled Date and Actual Date are the same.
Delayed - If the Task (Actual Date) has passed the Scheduled Date (no. of days by which project is delayed gets displayed on the project list view page).
Ahead - If the Task (Actual Date) is completed before the Scheduled Date (no. of days by which project is ahead gets displayed on the project list view page).

Editing/Deleting Tasks:

In order to edit a task click the Edit iconnext to the task, this opens up the edit task window.
Upon modifying a task, click Save.
Similarly, you can delete a task by checking the box next to the task and clicking the Delete button on the toolbar. You can bulk select and delete tasks in the application.

Task History

Records all operations performed on tasks. To view the task history, go to the task details page and select the History tab.

Filter history by operations and fields. You can use the date filter to view history for a specific period.
Click to sort the history in ascending or descending order.

Reordering Tasks

Click Organize displayed on the task page inside a project milestone.
Select a task and use the arrow marks displayed to position the task in the right order.
Click Submit.

Bulk Actions

Under Tasks inside a project or a milestone, you can bulk pick up, trigger, close, delete tasks. In addition, you can bulk assign owners and milestones to tasks. Use the buttons displayed on the task list view as follows: