Tasks

Everything about Tasks

Tasks are where you describe the specifics of the work that needs to be done, in as much detail as you want. It is also where you determine who from your team will work on the task, and the amount of time needed to complete the task. This is quite literally the one-stop location for new iterations on work, resources, and the most up-to-date information about the task. Each tasks also contains information on exactly which project and milestone it belongs to, including the workflow status of it whether: In Progress, To-Do, or Done.

Tasks contain many fields such as:

  • Task Title
  • Task Assignees, Owner and/or Followers
  • Estimations
  • Time Entries
  • Start & End Date
  • Role
  • Description
  • Labels
  • Comments
  • Dependencies
  • Subtasks

Tasks can be created in many places, such as in the Scoping, Workflow, Schedule and Project Timeline sections, as well as by clicking on the Action Button from anywhere in the platform.

Task Layout

This is what a task looks like.

Screen Shot 2019-05-11 at 1.23.19 PM

Task Navigation

At the very top of the task, you'll find the Main Navigation Bar.

main nave task-01

Starting from the left:

  1. The Go To Icon, which takes you to the project where the task is housed.
  2. The Project Dropdown where you can switch the Project the task belongs to.
  3. The Milestone Dropdown where you can switch the Milestone the task belongs to.
  4. The Workflow Dropdown where you can change the status of the task.
  5. Finally, The Hamburger Menu where you can choose from a list of Task Actions or Task Indicators. As well as set meetings, duplicate or delete tasks.

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If you work in Sprints, the Sprints Dropdown will also appear in the Task Modal. Just remember to go into Project Setting and check on Sprints. Once you do this will prompt the Sprint Dropdown.

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Task Banner

Under the navigation bar, you'll find the Task Banner. This is where you specify all of the necessary information that builds up the task. The color of the task banner is determined by the Project Color.

task banner - blue-01

From the top down:

  1. Set the Task's Name
  2. Assign Team Member(s) to the task
  3. Estimate the Task ( low & high)
  4. Add or View Time entries
  5. View Remaining Time
  6. Set Start Date
  7. Set End Date
  8. Assign Role

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Features and Functionalities

Hamburger Menu

On the top right hand side corner of the Task Modal you'll see a three dot icon that when clicked prompts the Task Modal Menu.

Screen Shot 2019-05-11 at 3.01.13 PM

From the Hamburger Menu you can do any of the following:

1. Task Actions

  • Attach files from your computer
  • Add the Dependencies section
  • Add the Subtask/To-do section (change from project settings section)
  • Show timer
  • Set Task to Repeat
  • Move the Task to another project

2. Task Indicators

  • Mark the task as high priority
  • Block the task
  • Mark the task as a Bug
  • Mark the task as non-billable

3. Meetings

  • Create a meeting for a task via Google calendar
  • Create a meeting for a task via other calendars

4. Duplicate and/or Delete the Task

Next:Task Dependencies, Subtasks & Task Owners-Followers