11 docs tagged with "task-management"

How to control which tasks get created for a project and when — using Applicability Rules to filter by project properties and Creation Rules to time task appearance.

How to bulk-import Task Catalog Items into a catalog or tasks directly into a project using the Excel import template in Compass.

How Major Milestones work in Compass — defining project checkpoints with date ranges, tracking progress from related tasks, date containment logic, and nested milestone hierarchies.

How to use Task Matrices to automatically adjust task details — duration, assignees, subtasks, resources, and more — based on project properties like brand, region, or any custom field.

How task completion approvals work in Compass — enabling approval workflows, choosing approvers, the submission and review process, and what happens when a request is rejected.

Everything you can configure on a Task Catalog Item — what it is, how to control which projects it applies to, how dates are calculated, who gets assigned, and more.

How to configure the Task module for your workspace — priority levels, custom fields, and feedback settings.

How Compass task management works — smart task catalogs that generate tailored, dated, and assigned task lists for every project automatically.

A step-by-step playbook for verifying that tasks generated from a Task Catalog are complete, correct, and ready for a live project.

How to switch between List View, Gantt View, and Kanban View in the Compass task dashboard — and how to configure the Gantt grouping and time scale.

How to use the Task Dashboard to find and manage tasks across projects, and how to work inside a single task — notes, subtasks, files, flags, reminders, and feedback.