Task Detail View

See Also

 

The Task Detail View provides information on a selected project task such as status, type, planned due date, and employee responsible. This screen is accessed by clicking Edit on the task row on the Projects - Tasks screen.

 

The tasks feature is available in the Professional and Enterprise editions only.

 

 

Task Detail

Delete :

Click to delete the task.

 

Task:

Click to edit the task name.

 

Project:

This read-only field displays the name of the associated project.

 

Phase:

This read-only field displays the phase to which this task belongs.

 

Type:

This read-only field displays the task type.

 

To-Do:

Select this check box to create or delete a To-Do item for the tasks.

 

Status (Pending/Completed/Not Applicable):

This link only displays when a To-Do item has been created for the tasks, click to change the To-Do status.

 

If the status for a task is initially set as Not Applicable and then the To-Do check box is selected, the status automatically changes from Not Applicable to Pending.

 

View To-Do:

This link only displays when a To-Do item has been created for the tasks, click to view the To-Do item's details.

 

Budget:

In this section specify the estimated start/end dates for the tasks, worked hours and expenses.

 

Actual:

In this section specify the actual start/end dates for the tasks, worked hours and expenses.

Variance:

The fields in this section show the difference between the task's budgeted and actual dates, hours and expenses.

 

Actual:

Displays the percentage for hours actually completed.

 

Estimated:

Displays the estimated percentage of completion. This value is usually entered by someone such as a Project Manager.

 

Description:

Enter descriptive detail for the tasks.

 

Responsible

Contact:

This list displays the employees responsible for the task. Select the check box in the Assign column to make listed contacts responsible for the job.

 

Project Team:

This list displays the project team members associated with the task. Select the check box in the Assign column to make listed team employees responsible for the job.

See Also