Project Task Fields

The fields of the project task form are listed below and recommendations on how to use each of them are provided.

ID

The ID field contains the project's task ID. It is created automatically when the task is saved for the first time.

Theme (Subject)

A brief description of the project objective is entered in the Subject field.

Project

In the field Project specifies the ID and topic of the project to which the task belongs.

Requests

The Requests field lists requests related to the project to which the task belongs.

Problems

In the field Problems lists problems related to the project to which the task belongs.

Manager

The Manager field displays the person selected in the Manager field in the project to which the task belongs.

Category

The project task category is selected in the Category field. The "Actions" category includes tasks assigned to individuals to perform certain project-related work. Approval tasks allow you to collect approvals for a particular project. The tasks of the "Control stage" category are used to indicate control points in the process of project implementation.

Phase

In the Phase field, select the phase of the project to which the task belongs.

Purpose

Team

In the field The team is selected by team, which is assigned the project task. After selecting a team in this field, you can assign a task only to its participants.

Skill Pool

In the Skill Pool field, select skill pool, the participants of which are assigned a project task. If a skill pool is selected in this field, and the project task belongs to the "Actions" category, then such a task can only be assigned to participants in this skill pool. If a skill pool is selected, and the project task belongs to the "Approval" category, then such a task is automatically assigned to all participants in the skill pool when its status is updated from “Registered” to “Assigned".

Assigned person

In the Assigned Person field, select person to whom the project task is assigned.

Planned efforts

The Planned Efforts field is available for each assigned person, which indicates how much time the person will spend on completing the project task.

Required approvals

The Required Approvals field indicates the number of designated persons who must approve the project task, after which its status will be updated to “Agreed”. The Required Approvals field is only available for project tasks of the Approval category.

Remaining approvals

Field Remaining approvals shows the number of appointed persons who have not yet provided their approval for the project task. After their approval, the task status will be updated to “Agreed”. Field Remaining approvals are available only for project tasks of the “Approval” category.

Project content

In the Project Content field there is a link to the latest "Project Content" file in PDF format, which was created for the coordinator. This field becomes available to the assigned persons after the assignment of the project task.

Supplier

In the Supplier field, select supplier organization, which provides assistance in completing the project task.

Supplier's request ID

In the Supplier request ID field, enter the identifier under which the request for assistance in completing the project task was registered in the supplier organization. If the supplier provided a link to the request, specify its URL in this field.

Expected Assignment

Field Expected Assignment displays the date and time at which the assignment of the project task is expected. The value of this field is automatically set to the latest completion date for previous project tasks. This field becomes hidden after the assignment of the task.

Assigned

The Assigned field is automatically set to the date and time of the assignment of the project task.

Planned duration

In the Planned duration field, enter the expected duration of the project task after its assignment or its start at the time specified in the Start no earlier field (if this field is filled in).

Round-the-clock work

The Round-the-clock operation checkbox is set if you need to use a calendar of round-the-clock operation (seven days a week) to calculate the deadline for completing a project task.

Start no earlier than

The value is indicated in the Start no earlier than field if work on the project task cannot begin before a certain date and time.

Completion goal

The Completion Goal field specifies the date and time by which the project task is expected to be completed. The value of this field is calculated automatically by adding the planned duration to the value of the Start no earlier than field. If the "Start no earlier than" field is not filled in, then the completion date is calculated based on the date of assignment of the task plus the planned duration, taking into account the time spent working on the project. If the "Start no earlier than" field is not filled in, and the project task has not yet been assigned, then the completion date is calculated based on the time of the intended assignment of the task plus the planned duration, taking into account the time spent working on the project. This field is hidden after the completion of the project task.

Deadline

The Deadline field specifies the date and time by which the milestone must be reached. If this field is not filled in, and the status of the phase to which the control stage belongs is set to ‘In progress’, then the value of the field is automatically set to the maximum completion time of the previous control stages. The Deadline field is only available for project tasks of the “Control Stage" category.

Status

The current status of the project task is selected in the Status field. The following options are available: Registered – the project task has not started yet. Assigned – you can start completing the project task, except when the Start no earlier than field is filled in. Accepted – The project task will be completed as soon as the person to whom it is assigned begins to complete it. In progress – the task is in progress. Suspended – further execution of the project task is temporarily impossible. The reason is indicated in the Comments field. Failure – The goal of the "Actions" category task cannot be reached. Rejected – the approving person has not provided his approval for the task. Completed – the task is completed. Agreed – the required number of approvals has been received from the approving parties. Cancelled – the task does not need to be completed (for example, because the project was rejected or the task was created according to the project template, but does not relate to this project).

Suspended to

In the field Suspended to indicates the date and time at which the status of the project task should be changed from “Suspended” to “Assigned". This field is only available for project tasks with the status “Suspended".

Time spent

In the Time Spent field, enter the time spent on completing the project task since the start of work on it or since the last time the value of the time spent was added, if such a value was added.

Effort class

In the field Effort class, select effort class, which best reflects the type of effort for the time spent. This field is available if: firstly, a value is entered in the Time Spent field; secondly, the person who indicated the time spent belongs to an organization that uses timesheet settings, which activate time spent accounting and are associated with two or more classes effort.

Remaining efforts

In the field The remaining effort introduces the time that still needs to be spent working on the project task to complete it. By default, the remaining efforts are calculated as planned efforts minus the time spent on the task.

Completed

The Completed field automatically sets the date and time when the project task is saved with the status “Failed”, “Rejected”, “Completed”, “Agreed” or “Cancelled.”

Workflow

Predecessors

The Predecessors field lists other project tasks that need to be canceled or completed in order for the status of the current project task to be updated to “Assigned”.

The successors

In the field The Successors list other project tasks that cannot be assigned until the current project task is completed or cancelled.

Instructions

Instructions

The Instructions field provides instructions to the persons who are assigned the project task. It is possible to use basic text formatting in this field.

Comments

Comments

The Comments field lists all the comments added to the project task. For each comment, the name of the person who created it and the time of creation are indicated.

Comment

The information for the person to whom the project task is assigned is entered in the Comment field. It also describes the actions that have already been taken so far, and the results of these actions. It is possible to use basic text formatting in this field.

Copy the project comment

If the Copy project comment checkbox is selected, the comment (including attachments, if any) is added not only to the project task, but also to the project of which this task is a part.

Attachments

Field Attachments (add attachment) is a link through which you can add an attachment to a comment. You can add multiple attachments.

Basic plan (Baseline)

Basic plan (Baseline)

The Baseline section displays the fields of the project baseline tasks that are part of the project baseline currently selected in the project of which this project task is a part.

Time keeping records

Accounting of working hours

In the field Time Tracking lists all the time tracking records in your space that were created for a project task after it was saved with a value in the Time Spent field. The time records are grouped by person.