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Task Catalog Item: Task Information

Overview​

The Task Information feature lets you view and work with a single task catalog item in the Tasks module. From this view, you can review the task catalog item’s details and use the available tabs for that item, such as Task Information (or Task Information Review in edit mode), Feedback, and History. Some sections and settings (for example, Task Applicability & Timing and Project-based Overrides) may only appear depending on the catalog item configuration and your permissions.

How to access​

  1. In the Tasks module, use the header navigation tabs and go to Task Catalogs (permission required to access Catalogs).
  2. Open a catalog, then open a Catalog Item.
  3. In the catalog item view, open the Task Information tab (or Task Information Review when you are reviewing edits).

Key features​

  • View a single Catalog Item in the Tasks module.
  • Use the catalog item tabs that are available for the item (some tabs/sections may be conditional):
    • Task Information / Task Information Review
    • Feedback
    • History
  • Use available catalog item actions that exist in this area:
    • Delete catalog item

Field descriptions​

The Task Information view uses the following task catalog item fields (as shown in the catalog items table fields for catalog items):

  • Name: The name of the catalog item.
  • Owners: The owner(s) for the catalog item.
  • Assignee(s): The assignee(s) for the catalog item.
  • Assignee(s) Roles: Role-based assignment fields for the catalog item.
  • Departments: Department(s) associated with the catalog item.
  • Disciplines: Discipline(s) associated with the catalog item.
  • Teams: Team(s) associated with the catalog item.
  • Priority: The priority level for the catalog item.
  • Status: The status value for the catalog item.
  • Duration: The duration for the catalog item.
  • Due Date Relative To: The relative due date setting for the catalog item.
  • Relative Date Field: The reference date field used for relative timing.
  • Lead Time: Lead time used with the relative date.
  • Adjust Dates If Reference Changes: Whether dates adjust when the reference changes.
  • Category: The category for the catalog item.
  • Subcategory: The subcategory for the catalog item.
  • Major Milestone: Whether the catalog item is marked as a major milestone.
  • Delay Will Raise Red Flag: Whether delay raises a red flag.
  • Will Delay Project: Whether the task will delay the project.
  • Completion Requires Approval: Whether completion requires approval.
  • Applies To Any Project: Whether the task applies to any project.
  • Adjust Based On Project Details: Whether the item adjusts based on project details.
  • Has Dependencies: Whether the item has dependencies.
  • Task Creation Trigger: When the task should be created.
  • Subject Matter Expert Name: Name of the subject matter expert.
  • Subject Matter Expert Email: Email of the subject matter expert.
  • Dependencies: Dependency information for the catalog item.
  • Links: Linked items information.
  • Subtasks: Subtasks included in the catalog item.
  • Files: Files attached to the catalog item.
  • Creation Rules: Creation rules associated with the catalog item.
  • Applicability Rules: Applicability rules associated with the catalog item.
  • Notes: Notes for the catalog item.
  • Feedback: Feedback associated with the catalog item.
  • Description: Description of the catalog item.
  • Created At / Created By: When and by whom the item was created.
  • Updated At / Updated By: When and by whom the item was last updated.