Tasks

Once a milestone has been created, you can add related tasks under the milestone. These tasks represent the individual actions needed to achieve the milestone goals.

To delete an existing task, click in the Actions menu and click Delete Task.

To add a task:

1. Click Project in the application menu and open the required project.
2. Click the Milestones & Tasks tab.
3. Navigate to the required milestone and click Add Task
4. In the General Information section, add the required information. Note the following:
   • The Start Date and Due Date must fall within the Start Date and Targeted Date of the milestone. These dates are the start and end dates displayed in the Gantt chart view.
   • Users defined in the Assignee and Approver fields are automatically added as a Participants involved in the related milestone on the People tab.
   • If the Assignee Can Modify checkbox is selected, the Assignee is also added as a Modifier on the People tab.
   • If an Approver has been defined and the task Status is completed, you can set the Approval Status to either "Approve" or "Reject". The Approval Date is then automatically set to the current date. Note that if the Status is changed to "In Progress" or "On Hold", the Approval Status is reset to "In Progress" and any Approval Date is cleared.
5. The Notification section determines the notifications that are sent to the participants who are involved in the related milestone on the People tab (this includes the task Assignee and Approver by default).
   • The Notification Type determines the type of notifications and is set to "Email" by default. A notification is sent when the task status changes to completed.
   • If required, you can send a notification when the status or another task in the project changes to a specific status. Select the Triggering Task and the required Status of the Triggering Task.
6. The Automated Task Reminder to Assignee section sends reminder emails to the assignee when they are first assigned to the task. These emails are sent once a day for up to three day or until the assignee acknowledges the task.
   • The Email Send Date is date the first email is sent. This is automatically set to the current date but can be modified if needed.
   • The Last Email Sent records the date the last reminder email was sent.
   • No. of Emails Sent records the total number of emails that have been sent. If required, you can click 'Reset" to reset the count to zero. The application will continue sending reminder emails if the task has not been acknowledged and this count is below three.
   • The application stops sending the automated reminder emails when the Acknowledge checkbox is selected by the assignee.
   • To immediately send an email, click Send Email Now after the task has been created.
7. If required, set a Keyword or Value in the Response section.
8. Click Save.

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