Adding or Editing a Task

1 min

A task is a unit of work that must be completed for a project phase. A phase can contain multiple tasks. Adding tasks enables you to easily track the progress of each phase throughout a project.

From the project page, select the Phase tab.

Select the phase you want to add a task to, and then click Go to.

The phase record page opens.

Click the Tasks tab.

To create a new task, click New Task. or To edit an existing task, select the task from the given list and click Go to.

Enter information into the fields.

Mandatory fields are marked with an asterisk.

Field	Description
Summary*	Enter a brief summary of the task.
Details	Enter the details of the task. Include all relevant information related to the task.
Service	Select the service associated with the task from the dropdown menu.
Team*	Select the team associated with the task from the dropdown menu.
Owner	Select the owner associated with the task from the dropdown menu.
Planned Start Date / End Date	Enter the planned start and end date for the task. Click the calendar icon to select the dates.
Start Date / End Date	Enter the actual start and end dates for the task. Click the calendar icon to select the dates.
Priority	Select the priority for the task from the dropdown menu. Priority ranges from 1 to 5, with 1 being the highest priority.
Planned Effort (Mins.)	Enter the planned number of minutes allocated for completing this task.
Actual Effort (Mins.)	The actual number of minutes taken to complete this task.
Percent Complete (%)	The completion percentage. Updating this field through the project tracks the progress of both the task and the phase. It also impact the consumed budget figures.
Acceptance Target	The amount of time remaining for the task to be accepted. The system automatically updates the graph based on the task details.
Completion Target	The amount of time remaining before the task is escalated. The system automatically updates the graph based on the task details.

Click Save.