Overview
Tasks allow you to set reminders, assign responsibilities, or collaborate on project management issues. They provide real-time tracking of statuses and can be assigned as general tasks or linked to specific projects.
Tasks can be created from various locations within the platform, known as "Sources." These sources include:
Meeting Minutes
Project Milestones within the Schedule module
Process
Step 1: Enter Task Details
Navigate to the Left Navigation Bar and click "Add New Task."
Provide details about the task.
Step 2: Flagging a Risk Issue (Optional)
To flag a risk issue for a task:
Toggle the "Flag as Risk Issue" option to "Yes."
Fill in the following details:
Risk Level
Risk To:
Use the dropdown menu to select affected elements. You can choose multiple options, such as:
Schedule: Specify the expected delay in days, weeks, or months.
Step 3: Add Checklist Items (Optional)
Create a checklist of subtasks to be completed within the task.
There is no limit to the number of checklist items you can add.
Step 4: Add Files to the Task (Optional)
Upload or drag and drop any files or documents needed for reference.
Step 5: Save and Send Task
Once all details, checklist items, and files have been added, click "Save Task" on the top right corner of the Task form.
The task will now appear in the task list within the Projects module.
Next Step