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Create a New Task

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Overview

Only Project Administrators can create a task.

Project administrators can create a new task by clicking on the  button in the titlebar.

Tasks can als be created by clicking the  icon in an existing project folder and selecting Add Child Task from the dropdown menu.

Steps
  1. Enter the Task Name (Required)
  2. Select the Task Owner from the dropdown list. To belong to the list, the Project owner must first add the member to the project members list.  Adding Members to a Project
  3. Enter a texual description. (Optional)
  4. Enter keyword tags as needed. Type in your tag text and hit “enter” to create a tag. Tags can be used to filter or group projects.
  5. Enter the scheduled start date for the task.
  6. Enter the scheduled end date for the task.
  7. Enter the scheduled effort for the task.
  8. Select the task attributes.
  9. Set the weight for the task
  10. Click Save to save the task and cancel.
  11. Click Save and Add New to save the task and reste the form to create a new task.

Form Inputs

Task Name (Required)

This is the name of the task.

Assigned To (Required)

This is a drop down list that allows you to choose from project members.

This field is a “remembered” field (local to the browser). The next time you create a task, it will be assigned to this person by default. To belong to the list, the Project owner must first add the member to the project members list.  Adding Members to a Project

Description

This is a textual description for the project.

Markdown formatting is supported.

Tags

You can add keyword tags to your project. Simply type in your keywords (spaces are allowed) and hit ‘Enter’ after each tag. Tags can be filtered in the project list view.

This field is a “remembered” field (local to the browser). The next time you create a task, it will have these tags by default.

Schedule

Scheduled Start (Required)

The date the task is intended to start by. Clicking on the  or  icons will bring up a date picker.

This field is a “remembered” field (local to the browser). The next time you create a task, it will be set to this value by default.

Scheduled End (Required)

The date that the is intended to be complete by. Clicking on the  or  icons will bring up a date picker.

This field is a “remembered” field (local to the browser). The next time you create a task, it will be set to this value by default.

Scheduled Effort (Required)

The amount of effort expected to complete the task. Clicking on the stopwatch or down arrow will bring up a pop-up menu with some pre-selected time values.

This field is a “remembered” field (local to the browser). The next time you create a task, it will be set to this value by default.

Task Attributes

This task is a scope change

When checked, flags the task as a scope change.

This task is billable

When checked, flags the task as billable.

This field is a “remembered” field (local to the browser). The next time you create a task, it will be defaulted to the same checkbox state.

This task’s percent complete is determined by its checklist.

When checked, flags the task’s percent complete as being determined by its checklist. When unchecked, the percent complete will have to be set manually.

This field is a “remembered” field (local to the browser). The next time you create a task, it will be defaulted to the same checkbox state.

Weight

This is the weight of the task for rolling up percent complete to parent folders right up to the project.

Not all tasks are created equal, therefore weighting tasks allows you to make the impact of some tasks greater than others.

The “normal” weight of a task should be 3.

Zero weight tasks are not factored into the percent complete of this task’s parents. Zero tasks are useful for items like approvals and milestones.

The percent complete of a project is the weighted average of all its tasks. The percent complete of a folder is the weighted average of all of its child tasks.

This field is a “remembered” field (local to the browser). The next time you create a task, it will be defaulted to the same weight.