The task page consists of the field group containing general data, and several tabs.
| Name | Project task name. |
| Status | Project completion status, for example, “Planned” or “In Progress”. |
| Owner | Creatio user esponsible for carrying out the project task. |
| Account | The customer of the project task. |
| Contact | The contact who is a customer of the project task. |
| Completion % | Actual completion percentage at the current time. When the [Calculate automatically] checkbox is selected, the field will become non-editable, and its value will be calculated as the percentage ratio of total actual working time and total estimated working time, basing on the [List of resources] detail. |
| Start | Planned date and time for the project task. |
| Due date | |
| Duration | Project task duration in hours and minutes. The field is non-editable and is calculated automatically as a sum of working hours within the planned start and end dates of the project task. |
| Deadline | Deadline for the project task. |
Note
When copying a project all tasks related to the project will be also copied. The project and task dates are modified using current date as the start date for the copied project. Read more >>>
| Parent item | The parent element of the project task. |
| Supplier | Company that is a supplier in the project task. |
This detail displays connections to other system objects.
| Resource | Resource name, for example, employee's name or role in this project:. “Analyst”, “Developer”, or “Designer”. This field is filled in with the value from the [Contact] field once it is filled in. |
| Expected working time, h | 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. |
Resources needed for the project task.
See also
•Project page > List of resources
The [Structure] tab represents all the related tasks.
Note
You can copy projects along with their tasks. The project and task dates are modified using current date as the start date for the copied project. Read more >>>.
[Up], [Down] – move the selected item up or down one position in the list. You can move items of the same level only.
The [Add] button menu contains the following commands:
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[Add root project task] – add a subordinate task for the current project task.
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[Add subordinate project task] – add subordinate project tasks for the currently selected one in the [Structure] detail.
Actions on the Structure tab
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[Edit project task timeframe] – the action offsets the timeframe for the selected project task and all its subordinate project tasks for the specified time period.
The [History] tab contains system records connected to the task.
Activities
Tasks connected to the work performed. This detail displays information from the [Activities] section. To connect an activity to the project item, fill in the [Project] field of the activity page.
The [Attachments and notes] tab
The [Attachments and notes] tab contains additional information about the task, as well as attachments and links to the web resources related to it.
Attachments and notes
Use this detail to store files and links related to the task. For example, on this detail you can add documents or useful links related to the project.
This detail contains the following views:
– the tile view. The files and links added to the detail are displayed as icons. Icon appearance varies depending on the file extension and can be set up in the [File extension] lookup. For the files, whose type is undefined in the lookup, a default icon is used.
– the list view. The files and links added to the detail are displayed as a list of records.
To add a file to the detail, click the [Add file] button and select the needed file in the opened window, or simply drag the file and drop it onto the detail.
To add a link, select the [Add link] option from the [Actions] menu. On the displayed page, enter the link address in the [Name] field. To edit a link, select it on the detail, then select the [Change properties] option from the [Actions] menu.
Notes
The [Notes] detail is used to store additional text information about the task. You can edit and organize your notes on the detail. If you switch to another tab of the task page, the information on the [Notes] detail will be saved.
The [Feed] tab displays the messages connected to the current task.
