In project management, a task is an actionable unit or activity which needs to be completed.

To access Tasks, go to,

> Home > Projects > Projects > Task

1. How to Create a Task

1. Go to the Task List and click on New.
2. Add the subject of the task.
3. Save.

Alternatively, a task can also be created from a Project in the following way:

1. Go to the Project for which you want to create a new task.
2. Go to Task under the Project section on the Dashboard. The plus icon ‘+’ here would direct you to the task creation page.
3. Add the subject of the task.
4. Save.

1.1 Additional Options while creating a Project

When editing a new task, you can include the following additional details:

• Status: Specify the status of the task, such as ‘Open’, ‘Working’, ‘Overdue’, ‘Pending Review’, ‘Completed’, or ‘Cancelled’.
• Project: If the task is independent, you may choose to link it to a specific Project. If the task is created within a Project, the Project details will be automatically added.
• Priority: Define the priority level of the task, ranging from Low, Medium, High to Urgent.
• Issue: If the task arises from an Issue, you can link the issue to the task here.
• Weight: Assign a weightage to the task, if applicable. This weightage is calculated in the Percentage Task Completion Method by Task Weight.
• Type: If the task falls under a specific Task Type, such as User Training or User Demo, you can specify it here. This helps in filtering tasks based on Task Types.
• Color: Assign a unique color to each task, aiding in task identification, particularly when creating Gantt Charts.
• Is Group: Check this box to indicate that the task is a parent task, which can be further subdivided into multiple sub-tasks.
• Is Template: Check this box to indicate that the task is a template task, intended for use in a Project Template.
• Parent Task: If the task is part of a group task, you can link it to the parent task from this field.

2. Features

2.1. Timeline and Details

• Expected Start Date: Input the anticipated date for starting the Task.
• Expected End Date: Specify the anticipated completion date for this Task.
• Expected Time: Enter the estimated number of hours required to complete this task.
• Progress: Indicate the percentage of completion for the Task.
• Begin: For template tasks, specify the day when this task should commence after the project starts.
• Duration: For template tasks, assign a specific number of days required for this task.
• Is Milestone: Check this box if the task serves as a milestone within the Project.
• Description: Provide a description of the task here.

Note: For Project Tasks created using Project Templates, the Expected Start Date and Expected End Date are calculated based on the values entered in the Begin and Duration fields. This calculation excludes holidays according to your company’s holiday list.

2.2. Dependencies and Actual Time

• Dependent Tasks: Dependent tasks indicate that a particular task is dependent on another task, and the former cannot be completed before the completion of the latter.Task dependencies can be viewed in the Gantt Charts.
• Actual Start Date: The actual date and time on which the Task is started get recorded basis the Timesheets.
• Actual End Date: The actual date and time on which the task was finished get recorded here via the Timesheets.

2.3. Costing

• Total Costing Amount: The Total Costing Amount gets captured here via the Timesheets submitted by the user while working on this task.
• Total Billing Amount: The Total Amount with which the Customer is to be billed via this task gets recorded here form the Timesheets.
• Total Expense Claim: The Total Amount of Expense claimed by an Employee for the completion of this Task gets recorded and reflected here.

2.4. More Info

• Department: Input the owning department for the task. Each task can be assigned to a different department, regardless of the owning department of the Project.
• Company: Modify the company for which this Task is performed. This feature is useful in situations where a company is executing the Task for its sister Company, Parent Company, or a Subsidiary.

3.Related Topics

1. Project