Overview
Tasks are a way to create reminders, assignments, or list any items, or issues that you or anyone you are collaborating with can see and track status of in real-time. You can assign a task as a general type or connect it to a project.
There are multiple locations where Tasks can be added within the platform. These locations are considered 'Sources'. These sources include Meeting Minutes, Project Milestones within the Schedule module.
Although Tasks can be created from the previously mentioned locations within the platform, the instructions below will be starting from creating the task from the left navigation "Add New Task" button located at the bottom.
Process
Enter Task Details
Using the Left Navigation, click Add New Task
Add details about the task:
Flagging a Risk Issue
Raise a risk issue against a task by toggling the "Flag as Risk Issue" option to "Yes".
Fill in the following details:
Risk Level
Risk to
Choose from the options listed in the drop-down list, you can select multiple options if there are risks to different elements of a task. Selecting Schedule would enable an option to enter number of days, weeks or months of expected delay, while selecting Cost would enable an option to enter an amount of expected additional cost.
Mitigation Strategy
Create a change order related to the risk by clicking on "+ Create Change Order" and choose from the type of change order you want to create from the options listed:
Add Checklist Items
Create a checklist of items that you want completed within the Task as subtasks. There is not limit to the amount of checklist items you can add to the task. This is an optional step.
Add Files to Task
Upload or drag and drop any Files or backup documents needed for reference.
Click Upload a file or drag & drop any file into the task
Choose to Share the file to those assigned to the task
Choose if the file should be identified as important, those assigned to the task will see this.
Save and Send Task
Once all checklist items and files have been added, click Save Task within the first tab of the Task page to save and send the task.
The task will now appear within the list of tasks listed within your task list under the Projects module.
Need additional guidance? See this step-by-step video:
Next Step