Working with Tasks

Insert/Edit Tasks

There are a few different tools for creating new tasks. The follwoing breakdown explains each process

Task Menu

The task menu under...

Task Edit Column

The Task edit column can be used to insert tasks one at a time for a particular item.

Task Status Column

Once and item is created, this widget will show a green insert button (+). This will load the task creation gui to create tasks for that particular item.

Task Properties

Each Task can have the following attributes.

Process The currently selected process. Use the menu to select a different process to perform on the current parent asset.
Description A description to identify the task.
Milestone Assignment to a milestone SObject that represents a specific milestone in the project.
Status The status of the currently selected task pipeline.
Assigned The user assigned to complete the task.
Supervisor The user assigned to supervise the task.
Priority The priority level of the task.
Bid start date Proposed date to start the assigned task. Drag the date in the calendar to set.
Bid end date Proposed date to complete the assigned task. Drag the date in the calendar to set
Bid Duration Proposed amount of hours to complete the assigned task.