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Project Tasks

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Overview

The Project Tasks view shows the tasks in a project.

Managing and Updating Tasks

Whether you’re using a list view or panel view, managing tasks is the same.

List View

AITM Task List

Panel View

AITM Task Panel

Task Metrics

Task Metrics

Task indicators listed at the project level show the total summarized metrics for the project. Task metrics at the folder and task level show the detailed metrics for the task.

Clicking on the individula metrics will display the related quick entry screen.

Updating Tasks

Task Links

Task Links

Task AttributeEdit/Update Steps
 BlockerIf the Blocker icon is showing, this indicates that the task has been flagged as a blocker. Blockers can be set in the task attributes when there is an impediment that is slowing down the team or adding constraints to the project that may risk the progress of the work.To flag the task as a blocker, click on the edit icon  and select “Make this a Blocker” from the menu list. To unflag the task as a blocker, select the “Unblock” option from the menu.
 Scope ChangeIf the Scope Change icon is showing, this indicates that the task has been set as a Scope Change. A Scope Change is a task or work that is considered to change the agreed scope and objectives of the project to accommodate a need not originally defined to be part of the original baseline of work for the project. It can be used to manage continuous or uncontrolled scope in the project and minimize the risk of scope creep and project overruns.To flag the task as a Scope Change, click on the edit icon  icon and select Edit Attributes from the drop down menu.
 Blocker & Scope ChangeIf the Blocker & Scope Change icon is showing, this indicates that the task has been set as both a Blocker and Scope Change. The Blocker & Scope Change setting can be set by clicking on the  icon and selecting Edit Attributes from the drop down menu.
 Billing/Non-BillingIf the Billing icon is showing, this indicates that the task has been set as billable. The billing setting can be set by clicking on the  icon and selecting Edit Attributes from the drop down menu.
 Task DescriptionIf the Task Descritpion icon is showing, it indicates that there is a textual description of the task. The Task Description setting can be set by clicking on the  icon and selecting Edit Description from the drop down menu.
 ChecklistEvery task has the option of tracking progress with a Checklist or manual entry. The Checklist default setting can be set by clicking on the  icon and selecting Edit Attributes from the drop down menu.The checklist icon will be bold when checklist items have been created for the task. The checklist icon will be greyed-out when there are no checklist items for the task. When working with the list, you can filter and sort the list by selecting the  icon in the top right of the screen.

Updating the Checklist

  1. Click on the Checklist icon
  2. To add a checklist item, enter the checklist name in the “New Checklist Item”.
  3. Click “Add” to add the checklist item to the list.
  4. To edit the checklist item, click on the edit icon  and select edit from the menu list.
  5. To remove the checklist item, click on the edit icon  and select remove from the menu list. Select “Delete”
  6. Click the checklist box to complete a checklist item. If you are tracking the task by checklist item, the progress is calculated by the number of checked items divided by the total number of checklist items.
 Time EntryYou can enter billable and non-billable time at the task level.The time entry icon will be bold when time entries have been created for the task. The time entry icon will be greyed-out when there are no time entries items for the task. When working with the list, you can filter and sort the list by selecting the  icon in the top right of the screen.

Updating Time Entries

  1. Click on the Time Entry icon
  2. Toggle the billing type to billable  or non-billable  for the time entry type.
  3. Enter the date that the time is incurred. Clicking on the  or  icon will bring up a date picker. You can also type in the date in the YYYY-MM-DD format.
  4. Enter the amount of effort time spent on the task. Clicking on the  icon or  icon will bring up a pop-up menu with some pre-selected time values. You can also type in the time in the 00h 00m format.
  5. Click “Add” to add the time entry to the list.
  6. To edit the time entry, click on the edit icon  and select edit from the menu list.
  7. To remove the checklist item, click on the edit icon  and select remove from the menu list. Select “Delete”
 CommentsComments are used by your team to communicate all the events that happen in a task. Comments are labeled by date and time for each contributing user entry.The comments icon will be bold when comments have been created for the task. The comments icon will be greyed-out when there are no comments for the task. When working with the list, you can sort the list by selecting the  icon in the top right of the screen.

Updating Comments

  1. Click on the Comments icon
  2. To add a comment, enter the comment in the “New Comment field”.Markdown formatting is supported.
  3. Click “Add” to add the comment to the list.
  4. To edit a comment, click on the edit icon  and select edit from the menu list.
  5. To remove a comment, click on the edit icon  and select remove from the menu list. Select “Delete”
 AttachmentsAssign It To Me uses cloud based services to share team documents. The advantage of using cloud based documents is that versioning is controlled by the cloud document service. Assign It To Me provides links to the services via an api and these document links are saved within the attachment list.The attachments icon will be bold when attachments have been created for the task. The attachments icon will be greyed-out when there are no attachments for the task.

Document cloud services used for attachments:

  • Dropbox
  • Box
  • Google Drive
  • Onedrive
  • Custom URL

When working with the list, you can sort the list by selecting the  icon in the top right of the screen.

Adding Attachments

Add a Cloud Service Attachment

  1. Click on the Attachments icon
  2. To add a attachment click on the “Add New Attachment” button. Select the cloud service to link to. If required, sign into your cloud account.
  3. Navigate and select the document to add.
  4. Click “Choose” to add the comment to the list.
  5. To remove an attachment, click on the edit icon  and select remove from the menu list. Select “Delete”

Add a Custom Link Attachment

  1. Enter the name of the attachment
  2. Enter the url link to the attachment
  3. Click the Save button to add the attachment to the list.
 TagsTags are keywords or terms that help describe a task and allows it to be found again by filtering or searching.The Tag icon will be bold when tags have been created for the task. The tag icon will be greyed-out when there are no comments for the task. You can add multiple tags to a task.

Adding Tags

  1. Click on the Tags icon
  2. To add a tag, enter the tag in the tags field.
  3. Hit “Enter” to add the tag.
  4. Repeat steps 2 & 3 to add additional tags.
  5. To remove a tag, click
  6. Click “Save” to accept the changes.



Quick Entry Updates

Task Metrics

User FormEdit/Update Steps
AITM Quickentry Time

Adding Time using the Quick Entry screen

Clicking on the Scheduled, Actual or Remaining time metric will display the Update Time Quick Entry form.

  1. Click on the Scheduled, Actual or Remaining metric to open the quick entry screen.
  2. Enter the date that the time is incurred. Clicking on the  or  icon will bring up a date picker. You can also type in the date in the YYYY-MM-DD format.
  3. Enter the amount of effort time spent on the task. Clicking on the  icon or icon will bring up a pop-up menu with some pre-selected time values. You can also type in the time in the 00h 00m format.
  4. Click the “This time is billable” to enter the time as billable or uncheck the box if the time is non-billable.
  5. Click “Save to add the time entry.
AITM Quickentry Progress

Adding Progress using the Quick Entry screen

Clicking on the % Complete metric will display the Task Progress Quick Entry form. A task’s progress can be calculated based on a checklist or a manual progress entry.

If the task’s percent complete is determined by a checklist, the checklist will be displayed. If the task’s percent complete is not determined by a checklist, the manual Task Progress will be displayed.(see image left) The user can manually enter an arbitrary value for the progress of the task.

  1. Click on the % Complete metric to open the quick entry screen.
  2. Enter the Percent Complete for the task. Clicking on the  icon will bring up a pop-up menu with some pre-selected progress values. You can also manually type in the Percent Complete.
  3. Click “Save to add the time entry.

Edit a Task

Another option to edit the task attributes is to click on the edit icon  and select an action from the dropdown menu.

AITM Task Edit

Edit Task Attributes

Another option to edit the task attributes is to click on the edit icon  and select an action from the dropdown menu.

AITM Task Attributes

    Task Attributes Form

  • Name – Use this field to change the name of the Task.
  • Weight – Select a Weight from 0 – 5. The weight can be used t track priority in a project. The weight setting also influences the colour/status of the Project Health. A weighting of “5-Much More Than Normal” will have a greater impact on Project Health than “1-Much Less Than Normal”.
  • This task is a blocker – Flags the task as a blocker.
  • This task is a scope change – Flags the task as a scope change.
  • This task is billable – Flags the task as billable.
  • This task’s percent complete is determined by its checklist – When this box is checked, the percent complete will be calculated by the checklist. The progress is calculated by the number of checklist items checked by the total number of checklist items. If this box is unchecked, the progress will be determined by manual entry updates.

Edit the Task Schedule

Click on the Due date to edit the task schedule. The Edit Schedule form displays. The Scheduled Start Date, Scheduled End Date and Scheduled Effort can be updated for the task.

The Schedule Information setting cannot be edited in the Assigned To Me view.

AITM Task Schedule

Filtering

  • To add a filter token, simply type in a keyword in the filtering field and press enter to register it.
  • “Magic tokens” begin with a ‘:’ and offer autocomplete.
  • The filter will match any task that has any of the tokens in the filter bar.
  • To remove a filter token, click on the ‘x’ on the right side of the filter token.
AITM Filtering

AITM Filter

Sorting

  • To sort, click on the  or  icon to the right side of the filter field and a menu will appear allowing you to choose an attribute to sort on.
  • Choosing an attribute already being sorted on will toggle the ordering from ascending to descending and vice versa.
  • An  icon indicates an ascending sort order, while an  icon indicates a descending sort order.
AITM Sorting

Directory Sorting

Expanding and Collapsing

  • Projects can be expanded and collapsed by clicking on the  or  icons to the left of the project name.
  • You can expand or collapse *all* projects by clicking on the  or  icons to the left of the filter bar.

Navigation

  • To jump directly to a project, click on a project name.
  • Projects assigned to your are also listed in the left navigation pane. These tasks will have a heart indicatior with the color showing the current project health status. (Green, Yellow or Red) Clicking on the project link in the left navigation pane will jump you to the project in the project list view.