Tasks
The Work Overview - Tasks section lists down all the tasks in a
portal. By default, users will view all open tasks assigned to them
across all the projects. Users can also select other default or custom
views using a drop-down. In the Classic view, the tasks are organized
by their respective projects. The Plain view lists all the tasks in a
chronological order, while the Kanban view displays tasks in the form
of cards. Additionally, users can also add tasks from each of these
views.
Setting a View as Default
- Navigate to Work Overview > Tasks on the left navigation panel.
- Click on the view selector drop-down.
- Hover over a view.
- Click on the
icon to set a view as default.
User will land on this view every time they access the Work Overview - Tasks section.
Add a Task
- Navigate to Work Overview > Tasks on the left navigation panel.
- Click on the Add Task button.
- Select a project from the drop-down.
- Add a Task name.
- Select an Owner to handle the task.
- Fill in the other fields (both default and custom fields will be shown on the form) and then click Add.
- Click Add More to add more tasks.
Customize Columns
The columns displayed in the issue Classic and Plain view can be customized.
- Click on the customize column icon (
).
- Toggle the relevant columns.
- Click Save.
Custom Views
Users
can create customized views and save them for quick reference. For eg,
user can view all high priority tasks assigned to them as a default
view.
- Navigate to Work Overview > Tasks on the left navigation panel.
- Click on the default views drop-down.
- Click Create Custom View.
- Select criteria for the custom view.
Users can select multiple criteria. The custom view will display issues if they match the criteria. - Select the AND operator if all the criteria are to be TRUE. Select OR operator if either of the criteria is to be TRUE.
- Enter a custom view name.
- Enter a description.
- Check the Customize Columns to be Displayed option to select fields that are to be displayed in this view.
- Use the Share Custom View option to
enable this view for all users or specific users. Unchecking this option
will enable this view only to the user who creates the view.
- Use the Accessibility option to select projects that can use this custom view.
- Click Save.
Task Details
- Click on a task to view its details. Users can edit the default and custom fields here.
- Scroll the task details page to add additional information to the task.
Comments: Add comments and keep the conversation going
Subtasks: View and add subtasks
Log Hours: Add time logs
Documents: View and attach documents
Forums: Associate forum posts
Dependency: View and set dependency between tasks
Status Timeline: View status timeline of the task
Issues: Associate issues to the task
Activity Stream: Track all the activities of the task
Extensions: Click
to view extensions installed in your portal.
See Also
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