Using the Add_Edit Tasks window
Use the Add/Edit Tasks window to:
- add new tasks and sub-tasks for the selected task
- maintain existing tasks and sub-tasks.
How to:
- Maintain task descriptions. See the Add/Edit Tasks window - Description tab.
- Review task details. See the Add/Edit Tasks window - Detail tab.
- Adjust advanced settings. See the Add/Edit Tasks window - Advanced tab.
- Maintain task dependences. See the Add/Edit Tasks window - Dependencies tab.
- Maintain related tasks. See the Add/Edit Tasks window - Related Tasks tab.
- Maintain task workflows. See the Add/Edit Tasks window - Workflow tab.
- Maintain task documents. See the Add/Edit Tasks window - DocMan tab.
- Review general information about the task. See the Add/Edit Tasks window - About tab.
Add/Edit Tasks window key fields and buttons
Task details area fields
Field | Description |
---|---|
Summary | Brief task description. |
Status | Status of the task. |
Linked To | Select a maintenance module from the drop-down menu to link the task to a maintenance record. Click the launch link to open the maintenance module. Note: The maintenance modules displayed will depend on your security permissions. Contact your IT administrator. |
Allocated To | Community member allocated to the task. Click the launch link to open Community Maintenance. Note: This defaults to the community member who created the task. Use the button to allocate a different community member. |
Task Details area buttons
Button | Description |
---|---|
Launch the Customise Workflow Display window to display additional information next to task names in the tree view. | |
Launch the Link To window of the selected maintenance module to link a record to the task. | |
Remove the link to the displayed maintenance record. | |
Launch the Reallocate Task window to reallocate the task to a different community member. | |
Launch the New Task From Template window. The task can be created either:
| |
Launch the New Subtask From Template window. The sub-task can be created either:
| |
Move the selected task up or down the task tree. | |
Delete the selected task. |