Task Management

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It is well a known fact that no project can evolve in a day or two. These activities need to be prioritized in order and completion to certain degree indicates achieving a milestone. The activities towards accomplishing a milestone are delegated as tasks by the Project Manager (admin or manager) to the other users.

Once delegation of tasks is complete, the users are free to add their own items to their task list and plan up completion of tasks in time for implementation. Ownership of Tasks and respective deadlines are brought to the notice of the users and this minimizes the complexity of project management a great deal. Also, planning tasks well in advance ensures a hassle free completion of the project on time.

Each individual in the project group has privileges to view, update or delete his own tasks or the task lists associated to a particular milestones. The user can also configure notification to be sent to his/her mail ID for his/her tasks on a daily, weekly or monthly basis, for this use the email this page option under 'My Home'.

Tasks & Milestones Design

• Task List 1
  • Task 1
  • Task 2
  • Task 3
• Task List 2
  • Task 4
  • Task 5

• Task List 3
  • Task 6
  • Task 7
• Task List 4
  • Task 8
  • Task 9
    

This module is split into following parts:

• New Milestone, New Task List, New Task
• Internal Tasks & Milestones
• External Tasks & Milestones
• Task List
• Miscellaneous Lists
• Delayed Milestones
• Upcoming Milestones
• Completed Milestones
• Archived Milestone
  
• Expand/Collapse Milestones
• Expand/Collapse TaskLists
• Reorder TaskLists
• Reorder Tasks
• Add Notes to Tasks
• User based Filtered Views
• Calendar -- ( All Months & Three Months)
• Disk space Usage
• Export to xls or csv
  

New Milestone, New Task List and New Task

You can create a new Milestone by clicking on the New Milestone button at the top of the page. Similarly new task list and new tasks can be created by using the respective options at the top of the page.

Internal Tasks & Milestones

Those tasks which are generated for the internal users under a project are referred to as Internal tasks and milestones. These cannot be viewed by external users (clients).

External Tasks & Milestones

Those tasks which can be viewed by external users can be grouped as external tasks and milestones. They can be viewed by all users.

Task List

A list or group of tasks constitute a Task List. The purpose of grouping tasks under Task List is that when there is need to move certain tasks to the next milestone, you can move an entire Task List instead of moving individual tasks. This acts as a time saving technique particularly in cases where there are huge number of tasks to be moved from one milestone to another. The order of the items in a Task List can be edited, deleted or moved between internal or external users.

Choose from Templates : Creating Task List Templates makes it easy to use the same set of repititive tasks/tasklists in multiple projects without actually re-creating the task list again. Use the 'Choose from Templates' option for creating such a task list. These templates can be used across projects and save the effort of retyping repetitive tasks all over again in a new project. (For creating task list templates, refer the 'Settings' help page)

Miscellaneous Lists

This list shows all the task lists which have no association with any milestone in the Project. These may be a list of activities which are necessarily maintained by the users but may not be relevant to any milestone.

The reorder task list bar displays the items entered as tasks, along with the name of the user to whom it is assigned or the owner of that task.Incase the user wants to re arrange the items in this list, he can click on the reorder button to drag the items and arrange them as per his requirement.

Elapsed/Delayed Milestones

This list shows the Milestones scheduled but have not been accomplished. You can add tasks, reorder task list items or edit/delete any task under the Milestone mentioned in this section.

Upcoming Milestones

This information is essential to keep the user well informed about the upcoming milestones so that he can complete his tasks on time and plan for the next milestone accomplishment.

Completed Milestones

This section shows the list of all the Milestones that have been accomplished in the recent past. To mark a milestone as completed, you can select the check box on its left. This moves the particular Milestone into completed Milestone list.

Archived Milestones

Once a milestone is completed, you can archive it to avoid clutter. There is also an option available on the top right side of the Tasks & Milestones tab, where you can click on the 'Archived' link to see the archived milestone. It will also ensure that all the Milestones in the past are safely archived and can be referred to, over a period of time. To move a completed Milestone to Archive, simply use the button next to the completed milestone. To see the list of Archived Milestones, click over the Archive hyper link on the right extreme of Task & Milestone tab.

Expand/Collapse Milestones

You can view all the Milestones by choosing the Expand Milestone option or you can choose to collapse the Milestone by choosing the Collapse Milestone Button.

Expand/Collapse Tasklists

Similar to Milestones view, you can choose to see the entire task list items or collapse the view by clicking the respective buttons for Expanding and collapsing the Tasklist .

Reorder Tasklists

The items in the Tasklist can be dragged and reordered as per the user's priority. For this, you can use the re-order task list button which will let you move the task list items in any order as per your requirement.

Reorder Tasks

The tasks in any particular task list can be re -arranged as per the project requirements .For this you can click on the Reorder tasks option, which wll let you move the tasks in a task list.

Adding Notes to Tasks

As a latest feature addition, you will be able to see the 'Add Notes' option available for any Task that is created. This enables users to keep detailed notes of the Task as it progresses for easier understanding and reference in the course of your project.

User Based Filtered Views

You will find that there are customized views available for users. You can choose the username from the filter drop down list and see the respective views of tasks, task list or milestone assigned.

Calendar:

You can make use of the calendar that is available on the right side which can be chosen to show all the months or the last three months calendar. All important dates of the month highlighted to represent any activity that is marked for that date.

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