Add and Manage Your Tasks Task Types Task Settings Add Tasks to Meeting Generate Task PDF and XLS Reports Back to Help

Add and Manage Your Tasks

Tasks are independent entities of a project stage used to communicate directly with other members in the project, replacing phone calls and e-mails.

To create tasks you need to have project admin or project editor rights on the project stage.
Tasks can be independent or connected with a specific plan. You can create a task directly on the plan by using the pin icon in the markup toolbar or by going to the task module and clicking on + icon. 

You should define task Status, Priority and Visibility when creating the task as well as task type. You can change them afterwards in the flyout window by clicking on the task.

You can choose if you want your task to be public or private.

Each task has a creator, assignee, followers and approvers. 

To find out more go to Task roles.

It is not obligatory to add  followers or approvers, it depends on the task.

All assigness, followers and approvers receive a notification in the application and by email when a task is created / when they have been added. 

Notifications on changes on a task are only visible in the application, not by email.

Tasks cannot be deleted, but you can change their status to canceled and private.

Canceled tasks are visible to everyone but you can turn them off with filtering.

Private tasks are visible only to task creator, approvers, followers and assignees.

You can have multiple languages - translations on tasks. Additional languages are added in Project Settings, but once added you enter translations directly on the task by just clicking on the tab with the language abbreviation. 

You can also add disiciplines and tags to filter them by.

Task Types

Task Types are

RFI - Request for Information / doesn’t require any specific action, just an explanation
FYI - For your Information
/ information without consequences on the project deadlines and workload 
Decision / information about a decision that influences project deadlines and workload
To Do / specific task, requires specific action from the assignee, always has a deadline
Milestone / defines an important turning point in the project (deadlines, permits etc.) 
Issue / detects a problem, doesn’t have an assignee yet, can turn into a to-do afterwards

Each type has a specific icon. You can see and filter all types in the Task List.

Task Settings

In task details in the flyout menu you can view and edit Properties, Checklist, Comments, History, Files and Overview.

In task properties you can edit all information entered while creating the task. 
You can also add assignees when creating the task, or afterwards. 

You can also add followers and approvers. There are different user roles on the task. To find out more about roles go here. 

In the checklist you can add items that need to be checked during the task. You can check the item once it is completed.

In the comments tab all task members except project viewers can comment and discuss the task.

Each task has a history of all its changes so it is possible to track all changes and no one can edit a task without others notice. Once a task is closed it is not possible to comment or change it.

In the files tab you can upload and download files. 

In task overview you can see all task details. You can also find a link to the plan next to the target, if such exists. If there is not any it will be marked as n/a. 

You can also see how many files or comments you have on a task and follow the link to see them.

You can export task lists to Excel by selecting tasks and clicking export icon in the upper right corner.

Add Tasks to Meeting

You can simply add tasks to meeting by ticking their boxes and clicking on the highlighted icon. Pop-up window will ask you to choose new or existing meeting.

Generate Task PDF and XLS Reports

To export Tasks to Excel you simply click the highlighted icon and it will automatically download excel file to your device.

To generate report you need to click the highlighted icon and it will ask you to choose printing options, after options are chosen download link of a report will be sent to mail.