Task Features -- (2:34)
1. Project-Assistant Task Page Introduction
This video will briefly describe the Project Assistant's task features
2. Open a Task
Double-tap a task to open
3. Task Label
At the top left of the page is the task label. Tap the pencil icon to edit.
Tap the white arrow in the green circle to back up to the work package page.
4. Task Status
Tap the task status to open a drop-down list, and select the status. The task status is rolled up to the status of the work package, deliverable, and project.
When all tasks within a work package are complete, the work package is complete.
5. Assign the Task
Tap the assign to box and a dropdown displays.
The team members that were entered for this project followed by the additional team members entered in your other projects will be listed. Adding a new team member will automatically be added to the project's master team list.
6. Set Priority
Select the priority box to set or remove priority.
7. Task Dates
There are four dates, expected start, actual start, expected end, and actual end. certain dates automatically change as the a particular status is changed. Changing status from not started to in progress will automatically enter the current date into expected start and actual start, users can edit the dates. Changing the status to done will automatically enter the current date into actual end, users can edit the date.
8. Task Description
Describe the task..
Best practice is the develop the habit of starting with a verb when labeling and describing a task. This helps provide focus on the work to be done.
Some examples; identify..., define... facilitate . etc.
9. Task Sorting
Tasks are automatically displayed in the following sequence from top to bottom.
In progress, by date, not started, by date, and done, by date.
Select the task sorting button, to override the automatic sorting.
Drag and drop the task in any sequence. Select the sorting button again to return to automatic sorting.
10. Add a Task
Tap the plus button to add a task
The dropdown will display tasks to select from that are appropriate based on the template used to start the project.
Follow the prompts.
11. Hide - Show Work Package Description
Tap the hide description button to hide the work package description and expand the tasks.
Tap it again to display the description.
12. Thank You For Watching
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