Manage project tasks

note

For new Creatio instances this functionality is available for Creatio version 8.0.9 and earlier. Existing Creatio instances keep the Classic UI section after updating to Creatio version 8.0.10 and later.

The project structure consists of tasks that must be finished in time to consider the project completed.

Add root tasks and their subordinate tasks, manage task dates, assign task owners, and allocate resources required for task completion.

Add a root project task

1. In the Projects section, open the needed project.

2. Click the Structure tab.

3. Click Add root project task in the action menu of the Structure detail and populate the task page that opens:

   1. Populate the general task information:

      Name	Project task name. The field is required.
      Status	Project completion status, for example, "Planned" or "In Progress." By default, the "Planned" value is set. The field is required.
      Owner	Creatio user, responsible for carrying out the project task. Set to the name of the current user by default. The field is required.

   2. Populate the fields on the General information tab:

      Account	The customer of the project task.
      Contact	The contact who is a customer of the project task.
      Start date	Planned date and time for the project task.
      Due date
      Deadline	Deadline for the project task.

4. Navigate to the Attachments and notes tab to add files and links related to the task. For example, add documents or useful links related to the project on the Attachments detail.

5. Click Save.

As a result, a new root task will be added to the project structure. 

To add a subordinate task, select the task on the Structure detail and click Add subordinate project task in the detail action menu. Populate the page that opens in the same manner as the root project task page.

Add task resources

1. In the Projects section, open the needed project.

2. Navigate to the Structure tab and click the needed record in the menu of the Structure detail.

3. On the page that opens, click on the Resources detail. 
   A resource item page open will open. 

4. Populate the page fields:

   Task	The task the resource is added to. This is a non-editable field.
   Resource	Resource name. For example, an employee's name or role in the project: "Analyst," "Developer," or "Designer." The field is required.
   Expected working time, h	The man-hours needed for the employee to complete the project.
   Actual working time, h	Employee's working time actually spent on the project task. This is a non-editable field. The Calculate actual working time action automatically calculates the value for this field.

5. Click Save.

As a result, a new item will be added to the resources required for task completion.

Change the task timeframe

Offset the timeframe of a project task and its subordinate project tasks for the specified time period. To do this:

1. In the Projects section, open the needed project.
2. Navigate to the Structure tab and select the needed record in the menu of the Structure detail.
3. Select Edit project task timeframe in the detail action menu.
4. On the page that opens, select "Next" or "Back" and populate the Quantity of days field to specify the number of days to offset the timeframe.
5. Click Save. 

As a result, the dates of the task will change accordingly.

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See also

Create a project

Manage project resources and budget

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Resources

Project management