What is a task?

A task is a work step that contributes to achieving a project’s goal.

A project can contain multiple tasks, which can be assigned to different users. These tasks are located in various phases/folders that were defined beforehand.

Task Entry Form

The task entry form offers various options to create and individually customize a task. Below are the individual areas and their functions:

1. Task Name: Enter the title of the task.
2. Resources*: Assign or remove team members.
3. Show Labels: Option to add or display labels for the task. More info can be found here.
4. Show Flavors: Option to display or add custom fields (Flavors). More info can be found here.
5. Status: Select the current status of the task (e.g. Not Started, In Progress).
6. Folder: Select the folder in which the task should be stored.
7. Priority: Set the task priority (e.g. High, Medium, Low).
8. Start Date: Specify the task’s start date.
9. Due Date: Define a deadline for the task.
10. Plan Effort**: Enter the planned effort in hours. Checking the box automatically calculates effort (8 hours per workday, excluding weekends).
11. Plan Costs: Automatically calculates planned costs based on the planned effort.
12. Actual Effort: The actual work effort recorded for the task.
13. Actual Costs: The actual costs based on the recorded actual effort.
14. Forecast Effort: An estimate of the remaining effort needed for the task.
15. Description: Option to provide a detailed task description. Info on text formatting can be found here.
16. Subtasks: Option to create subtasks. Details can be found here.
17. Add Files: Upload and attach files to the task.
18. Comments: Add and manage comments for the task.
19. Activities: Overview of changes and updates to the task.
20. Time Tracking: Documentation of the hours worked.

After entering the relevant data for the task, you can save it by clicking outside the entry form. The entry form automatically closes, and the data is saved.