Adding Project Tasks
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There are several ways to add new project tasks:
Blank Tasks
A blank project task can be added in three ways:
- On the Projects Details page use the drop-down box to the right of Project Tasks to select the number of tasks to add.
- From the Projects Page, click on the
icon to open a new window. Scroll down to PROJECT TASKS then select the number of tasks from the drop-down box next to Add Tasks then click 'SAVE' or 'FINISH' at the bottom of the window. - From the Tasks Page, click New Task, choose New Project Task from the drop-down box then choose the relevant project from the new drop down box, then click CONTINUE.
Using either method will cause a new pop-up window to open with a number of blank task corresponding to the number chosen. Each of these can be edited:
- Edit the text boxes below Order to define the order of the tasks. It is possible to use subtasks up to two layers deep e.g 2.4.1
- Enter a Task Name in the text boxes below Task Name.
- Enter a Start date manually or by using the calendar.
- Enter a Due date manually or by using the calendar.
- Enter the Allocated time, if the tracked time exceeds this amount the counter will turn red.
- Set the Priority level using the drop-down box, this is for reference only and does not affect how ProWorkflow handles the task.
- Click the '+' next to the priority drop-down box to show further details. This step is not required if you created the task from the Tasks Page.
- Use the Task Style Bold Heading check box if this task is a heading (i.e. it will contain several subtasks where the actual work is done). Use the Bold check box to make the task appear in Bold, this is purely a cosmetic change.
- Enter a task description if required.
- Specify if the task is billable, this will link to the ProWorkflow Invoicing Plugin if it is activated.
- Assign staff, clients and contractors as required. Only users assigned to the parent project will be available.
Any tasks left blank will be ignored and will not be added to the project.
Template Tasks
It is possible to create tasks using built-in or custom templates. Further information on creating task templates is available in this article. It is possible to create tasks from templates in three ways:
- On the Project Details page use the drop-down box "+ Add Tasks" to the right of Project Tasks to select the template to add from the list.
- From the Project Details page, click "Edit Project Details" open a new window. Scroll down to PROJECT TASKS then select the template from the drop-down box next to Use Template then click 'SAVE' or 'FINISH' at the bottom of the window.
- From the Projects Page, click on the icon for the relevant project to open a new window. Scroll down to PROJECT TASKS then select the template from the drop-down box next to Use Template then click 'SAVE' or 'FINISH' at the bottom of the window.
If a task template is used that contains users who are not already assigned to the project then ProWorkflow will ask if the users should be automatically assigned to the project. Choose the users that should be assigned using the check boxes, users that are not added will be removed from the relevant tasks.
It is possible to make changes to the tasks before continuing, once any necessary changes have been made click 'SAVE' or 'FINISH' at the bottom of the window.
