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Open the “Edit Task Definitions” form: Menu bar > Settings > Task Definitions
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Create task definition
Select Task Typetype from drop-down list (main types are Project and Phase)
Create: Click Add new <type> task to create a New Task entry in the Task List panel.
Edit: Select existing task from Task List panel > edit fields, options and resources in Definition panel
Delete: Right-click existing task in Task List panel > click Delete
Complete detailed task definition with these operations:
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Task definition fields
Field name | Explanation | ||
|---|---|---|---|
ID | automatic | assigned by application, cannot be edited | |
Number | optional |
Optional numbering field for identifying tasks by a sequence of numbers, such as A.1 or 004.Appended to front of task description. | |
Description | required |
This text is displayed to identify the Task | |||
Variation | optional | Default Variation for when new instances of the selected Task is created. Typically left blank. Variation let's you add text to instances of the Task and is appended to the Description. | |
Category | optional | Categorize field used for segregating tasks in reports. | |
Predecessor | optional |
Indicate another Task Type that should be calculated prior to this Task so you can reference it's dates when calculating this Tasks dates. | |
Employee | optional |
Default Employee(s) |
the task should be assigned to. This only occurs if Role is not used. | |
Role | optional |
Default Employee assignment based on Project Role |
, for example Project Manager |
Department | optional | Labor Department, |
used to link to budget hours and track labor |
for this Task | |||
Operation | optional | Department sub-item, when more detail is desired for labor tracking. | |
Status | optional | For some |
Task Types, completing a |
Task can change the |
Status of the parent object (i.e. |
Project, Phase). |
Setting a Status here indicates that this is the Status the parent should be changed to when this Task is completed. |
Task definition options
Option checkbox | Explanation |
|---|---|
Allow multiple instances of this Task | For recurring instances of the task during the project |
Automatically Add to new Project | When new Project is created, this task will be added |
Include Time of Day | Time stamp on the Task |
Calculate the Due Date | Tasks Due date can be calculated on a number of items such as project dates or task predecessor dates |
Calculate the Start Date | Tasks Due date can be calculated on a number of items such as project dates or task predecessor dates |
Match Assignment to Trigger Task | |
Auto-fill Hours from Budget | |
Timeline Appearance | The appearance on the time line, right click here for options |
Pattern | The pattern, if checked, to appear on the timeline with this task |
Weight |
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Task definition resources (tabs)
Resource tab | Explanation |
|---|---|
Explanation | Add text that will display when user clicks "Explain this Task." |
Tasks | Add task to be triggered upon task completion. View chain of events. |
Dates | Add date to be set upon task completion. |
Markers | Add phase marker to be checked upon completion. |
Notify | Add people to be notified upon task completion (by name, project role or email address). |
Add items to be check off before task completion. | |
Schedule | Add scheduled dates to be created automatically upon task completion. Uses "Schedule Task" window for scheduling options. Requires Crows Nest Email Server. |
Role | Assigns task to Project Role by default, e.g. Project Manager. |
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