My Project Tasks

Select ‘My Project Tasks’ from my quick update drop down menu.

By default, this section will display tasks:

The tasks will be grouped by the project which they are linked to and ordered by the project code. Tasks under a project will be grouped by the associated project.

1. Project Tasks – Displays the task title. Title is hyperlinked by default. Clicking on the title will navigate you to the current schedule screen for the project in a new window.

2. % Complete

§  Display the % complete slider bar and the %complete numeric figure.

§  You can adjust the project percent complete using the slider and the %complete figure will change accordingly. You will be shown the %value when dragging the slider.

§  Further, you can enter the %complete value and the slider bar will automatically change to represent that numeric value.

 ‘Status’ dropdown will change according to the % Complete value as given below.

-          If “% Complete” is ‘0’, then “Status” is ‘Not Started’

-          If “% Complete” is ‘100’, then “Status” is ‘Completed’

-          If the “0 <% Complete <100”, then “Status” is ‘In Progress’

3. Status – A dropdown with a list of task status... Based on the status value, “% Complete” will automatically change as given below.

§  If “Status” is ‘Not Started’, then “% Complete” is ‘0’

§  If “Status” is ‘Completed’, then “% Complete” is ‘100’

§  If the “Status” is ‘Ongoing’, then “% Complete” is blank

§  If the “Status” is ‘In Progress’, then “%Complete” will be editable and the value should be “0 <value <100”

§  If the status is  ‘Deferred’, then “% Complete” will be editable

4. Target – Displays the target set for the task. Non-editable

5. Start Date – Displays the start date set for the task. Non-editable

6. End Date – Displays the end date set for the task. Non-editable

7. Progress Comment – Progress comment for the task. Editable.

8. Schedule – Displays the schedule icon. Clicking on Schedule icon will open the current Gantt chart of the project which the task is linked to, in a pop-up. The same functionalities provided in Task Planning object will be available based on your user permissions.

9. Chat icon- Clicking on the chat icon will open the chat messaging panel for the task in a pop-up.

10. Email icon - Clicking on the email icon enable you to send an email based on the task update. A popup window will be displayed to send the email to a staff member within the organisation or to a separate email address.

Email Popup:

11. If the task is a “milestone”, the milestone icon “ “will be shown before the task name

 

 

 

 

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Last revised: November 26, 2017