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Task Management

Overview​

Task Management is the Tasks module feature where you create, view, and edit tasks from a shared dashboard. It supports completion tracking and includes task dependencies.

How to access​

Use the header navigation tabs and select Task Management.

Key features​

  • Dashboard: Use the Tasks dashboard (shared PersonalDashboard widget) to work with your tasks.
  • Create tasks: Click Create New Task.
  • View task details: Open a task to View Task Details.
  • Edit tasks: Click Edit Task.
  • Bulk Delete: Click Bulk Delete to delete multiple tasks.

Field descriptions​

The Tasks table includes the following 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) listed as task owners.
  • Priority: The task priority.
  • Status: The task status.
  • Health: The task health.
  • % Completed: The task percent completed.
  • 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 by role.
  • Related Milestone: The related milestone.
  • Task Due Date Relative To: The reference used for the task due date.
  • Lead Time to Reference Date: The lead time used with the reference date.
  • Description: The task description.
  • Category: The task category.
  • Sub-category: The task subcategory.
  • Tags: The task tags.
  • Duration (days): The task duration in days.
  • Completion Date: The task completion date.
  • Flagged: Whether the task is flagged for follow-up.
  • Major Milestone: Whether the task is marked as a major milestone.
  • Will Delay Project Completion: Whether the task is marked as delaying project completion.
  • Delay Will Raise Red Flag: Whether a delay raises 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: Who created the task.
  • Updated By: Who last updated the task.