Frequently Asked Questions

Tasks

What is a task?

A task is an instruction to complete an item of work within the project.  A task can be allocated to any user within the project team and a completion due date can also be set.  By creating and completing tasks the project progresses forward toward completion.


How do I create a task?

You can create a task within each step from via the dashboard or by first clicking into the step. You simply click on the ‘new task' text and begin typing. Once you have finished typing the task text hit enter.




How do I allocate a task to a team member?

You can allocate a task from the dashboard page by selecting the dotted circle plus sign icon at the end of the task text.  Click this icon and a list of the project team members will drop down and you can select the appropriate person.




Alternatively you can click into the task and then select the 'Assign to' text under the task heading.




How do I set a due date on a task?

From the dashboard page, hover your cursor over the task and three icons will appear one of which is a 'calendar' icon. Click this icon and a calendar will appear and you can set the desired date.

 


Alternatively you can click into the task and then select the 'set due date' text under the task heading.






How do I edit a task?

To edit a task from the dashboard hover your cursor over the task and a 'pencil icon' will appear. Select this icon and then edit the text as required. Once you have finished editing, select the 'apply' icon to the right.



Alternatively you can click into the task and then select the 'edit' button which will be in the top right corner of the task text box.




How do I delete a task?

From the dashboard page, hover your cursor over the task and three icons will appear one of which is a 'rubbish bin' icon. To delete simply click this icon.



Alternatively you can click into the task and then select the 'delete' button which will be in the top right corner of the task text box.




Can I have a discussion thread adjoined to a task?

Yes you can. To do this, click into the task and add a comment in the text box under the task text. You can add as many comments to this thread as desired.