General
This options creates a new task. A task is a reminder that can be linked to a portfolio or project. One or more owners have to be assigned to it. The task has a due date to ensure actions are taken before that certain date. It's optional to force the one who finishes this task, to enter a comment.
Where to find
Taskbar Portfolio >> Portfolio data, Action icons (fig. 1a) New Task
Taskbar Project >> Project data, Action icons (fig. 1b) New Task
Taskbar Portfolio >> Task list, Action icons (fig. 1c) New Task
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Figure 1 a b c: Action Icons pull down New task option
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Figure 2: Create a new task
New task (fig. 2)
- Title: Name of the task (short description)
- Task instruction: Task description
- Due date: Date that this task has to be finished (done).
- Task relates to: Does this task belongs to a portfolio or project or has it no relations.
- Filter project by portfolio
: When related to portfolio is selected this option is given to filter on portfolio.
- project:
: When related to portfolio or project is selected a (or more) project has to be selected
- Task Owner: one or more owner of this task can be selected.
- Comment option: define that when the task is declared finished (done) a comment must be added or not.
: save this task. When saved an email with task properties is send to its owner(s).
: discard changes made
Note
Warning: Don't forget to save the changes you made in the data before you leave!
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