Follow

Work with Tasks

Within a plan, you create a series of tasks and subtasks to create an overall plan for your team to work towards. For each task, you can add an assignee, start and end dates, rates, and time elapsed.

Click image to enlarge

 Create the first task

  1. From the Plan home screen, click + NEW TASK
  2. In the new task dialog, enter a name, and optionally also a description, assigned user, start and end date, whether this is a milestone, an estimate of the number of days this task will take, and the associated billing code.
  3. Click OK

Click image to enlarge

 Create a subtask

  1. Next to the task you want to create the subtask from, click V NEW TASK
  2. In the new task dialog, enter a name, and optionally also a description, assigned user, start and end date, whether this is a milestone, an estimate of the number of days this task will take, and the associated billing code.
  3. Click OK

 Edit a task

  1. From the Plan home screen, click the name of the task you want to edit
  2. In the description section click EDIT
  3. In the edit task dialog, make your changes.
  4. Click OK

Register time against a task

In order to keep track of how much time is being spent on which tasks in your project you'll need to register time against tasks.

  1. In the Plan app click on a task name to display the Detailed Task View page.
  2. Click + NEW TIME REGISTRATION.
  3. The New Time Registration dialog displays.
  4. Enter a description, and amount of time (in hours).
  5. Select a currency rate from the Rate drop-down list.
  6. Note: You can add additional rates in the configure plan page.
  7. Click OK.

Alternatively, you can click on the drop-down list next to the new task, select the Register Time button and follow steps 3 and 4 as above.

Click image to enlarge

Link to a record or an issue

  1. Click on + NEW LINK.
  2. Select whether you are linking to a record (requirement) or issue.
  3. Choose a specification or review, and navigate until you find the record or issue you want to link to. Alternatively, you can search for the record or issue using the search box.
  4. Select the record or issue.
  5. Click OK

Next Steps

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk