Tasks (Projects)

July 16, 2018

Information on how to add and edit project Tasks.


Tasks are timebound portions of work used to organise and schedule the work of your project. Along with Milestones, Tasks are visible on the Timeline view of the Tasking tab as well as the Board, Assignments and Table views.

You can add Resources, Action Items and other related information to your tasks. When someone is added to a task, the effort they’ve been allocated for the task will show on their resource allocation information. The task will also appear on the person’s timesheet.

Once a task is underway, you can update progress on the task via the Percent complete field. This task information is used to calculate the overall progress of the project which you see on the Snapshot view of the Summary tab.

Add tasks

Key task information

The following information is used to set up tasks:

  • Time frame (start & end dates)
  • Effort (work days needed to carry out the task)
  • Assignments (people working on the task along with their allocation rates)

You’ll need to enter some of this information, other information can by worked out by the system. Which information you decide to enter manually and which information you let the system calculate will depend on your individual preference and also the information you have available.

Below are examples of how you might set up tasks, depending on what information you decide to enter manually and what information you’d like the system to calculate for you.

Manually entered time frame and assignments

In this example you enter the start & end dates of your task. If you know who will be working on your task you can also add this information along with their time allocation percentages. You can add resource information at a later date, if you don’t have it when you’re setting up the task.

Manually entered effort and assignments

In this example you enter the start date and the effort for your task. If you know who will be working on your task you can also add this information along with their time allocation percentages. You can add resource information at a later date, if you don’t have it when you’re setting up the task.

Manually entered time frame and effort

In this example you enter the start date, end date and the effort for your task. If you know who will be working on your task you can also add this information along with the amount of effort they will contribute to the task. You can add resource information at a later date, if you don’t have it when you’re setting up the task.

Using the add button to add a task quickly

As well as adding Tasks from the Shortcuts drop down menu, you also have the option of using the Add button to add a task quickly while working in any of the Tasking tab views. When adding a task via the Add button, all fields apart from the name are set to default values which can be edited later.

Edit tasks

Once the task is set-up you can update it’s status and edit the task to reflect any changes.