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project management software KnowledgeBase

Details (Tab)

Task Owner: By default, the task owner is set to whomever is logged in. By clicking the drop down you can select any other human resource available to you. 

Access: The access drop down allows you to create restrictions on the users that are able to work with the task.

  • Public: Task will be able to be viewed by all that have permissions to view it.
  • Protected: Task will be able to be viewed if the user is a member of the task owners company.
  • Participant: Task will be able to be view only by users that have been assigned to the task.
  • Private: Task is accessible only to the task owner.

Web Address: This field can be used for a web page that is related to the task, demonstration site, clients site, etc.

Task Parent:  A drop down box that allows the current task to be assigned to (or under) a parent task, creating a Parent / Child relationship in the "View Tasks". If you clicked into a task and then clicked "New Task" this field will default to the task you clicked into.

Move this task: By using the drop down and selecting a different project the current task and it's children will be moved to the project selected.

Task Type: Allows for categorization of tasks. The default values of "Administrative & Operative" can be edited in the "System Admin".

Select Contacts: By clicking "Select Contacts" you will be able to select contacts by placing check marks next to their names and clicking "Continue". These contacts will be displayed on the "View Task" screen. This feature is useful for keeping pertinent contact information in front of the users that have been assigned to the current task. 

Target Budget:  Used to enter a budget for the current task. (Currently this field is not used in program calculations.)

Description: Used to enter a detailed description of the task. The text entered here will also be used as the display when a user hovers over the task name.

 




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