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Task Management

Overview​

Task Management lets you manage tasks in Compass from a single place. You use it to create tasks, view task details, and edit tasks. It also supports bulk delete for tasks.

How to access​

In the Compass sidebar, go to Tasks and select Task Management.

Key features​

  • Dashboard: Use the Task Management dashboard (shared PersonalDashboard widget) to work with your tasks.
  • Create tasks: Click Create New Task to create a new task.
  • View task details: Open a task to view task details.
  • Edit tasks: Click Edit Task to update an existing task.
  • Bulk delete: Use Bulk Delete to delete multiple tasks.

Field descriptions​

The Tasks table includes these fields:

  • Title: The task title.
  • Project: The related project.
  • Start Date: The task start date.
  • Due Date: The task due date.
  • Assignee(s): The user(s) assigned to the task.
  • Owner(s): The user(s) who own the task.
  • Priority: The task priority.
  • Status: The task status.
  • Health: The task health.
  • % Completed: The percent completed for the task.
  • Department(s): The department(s) linked to the task.
  • Team(s): The team(s) linked to the task.
  • Discipline(s): The discipline(s) linked to the task.
  • Assigned to Role(s): The role(s) used to assign people to the task.
  • Related Milestone: The related milestone for the task.
  • Task Due Date Relative To: What the due date is relative to.
  • Lead Time to Reference Date: The lead time to the reference date.
  • Description: The task description.
  • Category: The task category.
  • Sub-category: The task sub-category.
  • Tags: The task tags.
  • Duration (days): The task duration in days.
  • Completion Date: The task completion date.
  • Flagged: Whether the task is flagged.
  • Major Milestone: Whether the task is a major milestone.
  • Will Delay Project Completion: Whether the task will delay project completion.
  • Delay Will Raise Red Flag: Whether a delay will raise a red flag.
  • Requires Approval: Whether the task requires approval.
  • Created At: When the task was created.
  • Updated At: When the task was last updated.
  • Created By: The user who created the task.
  • Updated By: The user who last updated the task.
  • Actions: Task actions available from the table.