Projecttasks

Project Tasks

What is a Project Task?

A task is a project activity. It needs to be accomplished within a defined period of time or by the achieving of one or more work-related goals. For these reasons, the Project Tasks module is directly related to the Project Plans module and it manages all the different operations related to a Project.

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How to create a new Project Task?

You can enter a new Project Task by clicking on the “+” menu icon from Project Tasks module. At this point, the system shows you the Create Project Task view and you can fill in with Project Task details. Please note that some fields are mandatory.
When you have finished up, click Save button.

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How to manage existing Project Tasks?

From the Project Tasks home page, you can:

• Search desired records (also with advanced search if you want) and define custom filters to classify records that match your requirements. You can limit your search to selected columns and search criteria.
• Select a/some record/s from the list and then Edit (a new window is shown with the possibility to enter the values for the fields) or Delete.
• Click Settings button (the wrench icon) to configure fields and customize the layout of fields (Layout Editor), to view/create Workflows on the module, to modify the picklist values (Picklist Editor).

From the detail view of a Project Task record, you can:

• Edit existing content (Edit button on the top-right of the page)
• Link the record to other system records, even new records (Link button on the top-right of the page)
• Delete the existing record (from Other menu)
• Duplicate the existing record (from Other menu)