Tasks Tab Use the Tasks tab within the Tasks submodule to create, copy, delete, and organize tasks within phases. You can also book resources to tasks, create additional phases, and display tasks in Gantt, Grid, Timeline, or List views. Related Topics:Search for a Task Use the Tasks submodule to search for tasks. Add a Task to a Phase Use the Tasks submodule to add tasks to phase. Add a Resource to a Task Use the Tasks submodule to add a resource to tasks. Add a Phase from the Tasks Tab Use the Tasks submodule to create phases within a schedule from the Tasks tab. Duplicate a Task Use the Tasks submodule to duplicate a task. Delete a Task Use the Tasks submodule to delete tasks. Set a Task as Done Use the tasks submodule to set tasks as Done. Find End Date Where All Resources Have Capacity for Needed Bookings Use the Tasks submodule to find the end date where all resources have the capacity for required booking. Update Task Data Use the Tasks submodule to update task data. This action ensures that the latest information displays in the grid. Reorder Tasks Use the Tasks submodule to reorder tasks. Reschedule Tasks Use the Tasks submodule to reschedule tasks. Submit All Pending Bookings for Approval Use the Tasks submodule to submit all pending bookings for approval. Bind Tasks Using Waterfall Dependency Use the Tasks submodule to bind tasks using waterfall dependency. This action arranges the tasks so that the next task begins after the previous task ends. Open a Task Card You can open a task card from the Tasks submodule. Rename a Task Use the Tasks submodule to rename tasks. Copy Task Settings Use the Tasks submodule to copy task-level settings from one task to one or more selected tasks within the same job. Favorite a Task Use the Tasks submodule to favorite tasks. Go to Today Use the Tasks submodule to display the tasks for the current day. View Phase Settings (from the Tasks Tab) Use the Tasks submodule to view phase settings for Tasks tab. Create a New Phase (from the Phase Settings Screen) Use the Tasks submodule to create new phases. Duplicate a Phase (from the Phase Settings Screen) Use the Tasks submodule to duplicate phases. Delete a Phase (from the Phase Settings Screen) Use the Tasks submodule to delete phases Move a Phase Up or Down (from the Phase Settings Screen) Use the Tasks submodule to move phases up ro down. Apply Phase Color to All Related Tasks (from the Phase Settings Screen) Use the Tasks submodule to apply phase color to all related tasks. Move a Task on Phase to Scrum Sprint (from the Phase Settings Screen) Use the Tasks submodule to move a task on phase to scrum sprint. Rename a Phase (from the Tasks Tab) Use the Tasks submodule to rename phases from the Tasks tab. Delete a Phase (from the Task Tab) Use the Tasks submodule to delete phases from the Tasks tab. Add a Recurrent Booking Use the Tasks submodule to create recurring bookings for tasks. Add a Personal Comment for the Current User Use the Tasks submodule to add a personal comment for the current user. Create a New Task Use the Tasks submodule to create new tasks from the Task card. Duplicate a Task Use the Tasks submodule to duplicate tasks from the Task card. Delete a Task Use the Tasks submodule to delete tasks from the Task card. Add a Reminder Use the Tasks submodule to add tasks reminders from the Task card. Pin a Task To Dashboard Use the Tasks submodule to pin tasks to dashboard from the Task card. Move a Task To Another Job Use the Tasks submodule to move tasks to another job. Convert a Task To a Ticket Use the Tasks submodule to convert tasks to tickets. Make an ETC Request From the Task Card (Jobs) If System Variable 405 is enabled for your system, you can create ETC (Estimated Time to Complete) requests if you need additional hours to complete the task. Convert a Task To a New Job Use the Tasks submodule to convert tasks to new jobs. Favorite a Task Use the Tasks submodule to favorite tasks. Track Time Spent on Assigned Tasks Use the Tasks submodule to track the time that you spend a particular task. You can adjust the time, duration, and details, as needed. Subscribe to a Task Conversation & Display in Inbox Use the Tasks submodule to subscribe to task conversations and display them in your inbox. Unsubscribe from Task Conversations Use the Tasks submodule to unsubscribe from task conversations. Add Users to Task Conversations Use Tasks submodule to ass users to task conversations. Mark Task Conversations as Favorite Use the Tasks submodule to mark task conversations as favorite. Get Deep Links to Task Conversations Use the Tasks submodule to get deep links to task conversations. Show Task Conversations in Your Inbox Use the Tasks submodule to show task conversations in your inbox. Add Reminders to Task Conversations Use Tasks submodule to add reminders to task conversations. Modify Subscriber Settings of Task Conversations Use the Tasks submodule to modify the subscriber settings of task conversations. Send Attachments for Document Approval Using Task Conversations Use the Tasks submodule to send attachments for document approval using task conversations. Delete Task Conversations Use the Tasks submodule to delete task conversations Search for Comments in Task Conversations Use the Tasks submodule to search for comments in task conversations. Hide Comments in Task Conversations Use the Tasks submodule to hide comments in task conversations. Hide Hidden Comments in Task Conversations Use the Tasks submodule to hide hidden comments in task conversations. Get Deep Links to Comments in Task Conversations Use the Tasks submodule to get deep links to comments in task conversations. Edit your Latest Comment in Task Conversations Use the Tasks submodule to edit your last comment in task conversations. Add New Comments to Task Conversations Use the Tasks submodule to add new comments to task conversations. Add New Comments with Attached Files to Task Conversations Use the Tasks submodule to add new comments with attached files to task conversations. Record Audio Messages for Task Conversations Use the Tasks submodule record audio messages for task conversations. Add Links to Comments in Task Conversations Use the Tasks submodule to add links to comments in task conversations. Add New Comments with Emoji Icons to Task Conversations Use the Tasks submodule to add new comments with emoji icons to task conversations. Upload a Task Briefing Use the Tasks submodule to upload task briefings from the task card. Download a Task Briefing Use the Tasks submodule to download task briefings. Send a Task Briefing as an Email Use the Tasks submodule to send a task briefing as an email. Add a Task Briefing Template Use the Tasks submodule to add task briefing templates from existing templates. Approve a Task Briefing Use the Tasks submodule to approve task briefings. Reject a Task Briefing Use the Tasks submodule to reject task briefings. Cancel a Briefing Approval Use the Tasks submodule to cancel briefing approvals. View the Latest Revision of a Task Briefing Use the Tasks submodule to view the latest revision of a task briefing. View the Revision History of a Task Briefing Use the Tasks submodule to view the revision history of task briefings. Add an Approver to a Task Briefing Use the Tasks submodule to add approvers to task briefings. Delete a Task Briefing Approver Use the Tasks submodule to delete task briefing approvers. Upload a Task Briefing Attachment Use the Tasks submodule to upload task briefing attachments. Download a Briefing Attachment as a ZIP File Use the Tasks submodule to download briefing attachments as ZIP files. Download a Briefing Attachment as a Single File Use the Tasks submodule to download briefing attachments as a single file. Delete a Briefing Attachment Use the Tasks submodule to delete task briefing attachments. Start a Task Briefing Approval Conversation Use the Tasks submodule to start a task briefing approval conversation. View Task Booking Settings Use the Tasks submodule to view booking settings for tasks. Search for a Resource in the Booked Resources Subgrid Use the Tasks submodule to search for a resource from the Booked Resources subgrid. Add a Team to a Task Use the Tasks submodule to add teams to tasks. View the Team Resources of a Task Use the Tasks submodule to view team resources of tasks. Remove Resources that Have No Relation to the Job Use the Tasks submodule of Jobs to remove resources that have no connection to a job. View the Manual Bookings Date Grid for a Task Resource Use the Tasks submodule to view the manual bookings date grid for a Task Resource. View Task Capacity Settings Use the Tasks submodule to view task capacity settings. View Job Team Settings Use the Tasks submodule to view job team settings. Search for Time Entry Logs Use the Tasks submodule to search for time entry logs. Search for a Task Summary Use the Tasks submodule to search for task summaries. Search for a Job Summary Use the Tasks submodule to search for job summaries. Create a Task Folder Use the Tasks submodule to create task folders. Search for a Task File Use the Tasks submodule to search for task files. Upload a Task File Use the Tasks submodule to upload task files. Search for Task Emails Use the Tasks submodule to search for task emails. Move a Task Email Use the Tasks submodule to move task emails. Delete a Task Email Use the Tasks submodule to delete task emails. Reply or Forward a Task Email Use the Tasks submodule to reply or forward task emails. Download a Task Email Use the Tasks submodule to download task emails. Download Task Email Attachments as a ZIP File Use the Task submodule to download task email attachments as a ZIP file. Export Gantt View into PDF Use the Tasks submodule to export Gantt views into PDF files. Create a Check List for a Task Use the Task submodule to create check lists for tasks. Duplicate a Task Check List Use the Tasks submodule to duplicate task check lists. Delete a Task Check List Use the Tasks submodule to delete task check lists. Edit a Task Check List Template Use the Tasks submodule to edit task check list templates. Save a Task Check List Template as a New Template Use the Tasks submodule to save a task check list template as a new template. Add General Reminders for Tasks Use the Tasks submodule to create general reminders for tasks. Delete General Reminders for Tasks Use the Tasks submodule to delete general reminders for tasks. Search for General Reminders Use the Tasks submodule to search for general reminders associated with tasks. Add Task Closure Reminders Use the Tasks submodule to create task closure reminders. Delete Task Closure Reminders Use the Tasks submodule to delete task closure reminders. Search for Task Closure Reminders Use the Tasks submodule to search for task closure reminders. Search for Task-Related Logs Use the Tasks submodule to search for task-related logs. Search for Task-Related Records Use the Tasks submodule to search for task-related records. Parent Topic: Tasks - Procedures HomeWorkBook Online HelpJobsTasksTasks - ProceduresTasks Tab
Tasks Tab Use the Tasks tab within the Tasks submodule to create, copy, delete, and organize tasks within phases. You can also book resources to tasks, create additional phases, and display tasks in Gantt, Grid, Timeline, or List views. Related Topics:Search for a Task Use the Tasks submodule to search for tasks. Add a Task to a Phase Use the Tasks submodule to add tasks to phase. Add a Resource to a Task Use the Tasks submodule to add a resource to tasks. Add a Phase from the Tasks Tab Use the Tasks submodule to create phases within a schedule from the Tasks tab. Duplicate a Task Use the Tasks submodule to duplicate a task. Delete a Task Use the Tasks submodule to delete tasks. Set a Task as Done Use the tasks submodule to set tasks as Done. Find End Date Where All Resources Have Capacity for Needed Bookings Use the Tasks submodule to find the end date where all resources have the capacity for required booking. Update Task Data Use the Tasks submodule to update task data. This action ensures that the latest information displays in the grid. Reorder Tasks Use the Tasks submodule to reorder tasks. Reschedule Tasks Use the Tasks submodule to reschedule tasks. Submit All Pending Bookings for Approval Use the Tasks submodule to submit all pending bookings for approval. Bind Tasks Using Waterfall Dependency Use the Tasks submodule to bind tasks using waterfall dependency. This action arranges the tasks so that the next task begins after the previous task ends. Open a Task Card You can open a task card from the Tasks submodule. Rename a Task Use the Tasks submodule to rename tasks. Copy Task Settings Use the Tasks submodule to copy task-level settings from one task to one or more selected tasks within the same job. Favorite a Task Use the Tasks submodule to favorite tasks. Go to Today Use the Tasks submodule to display the tasks for the current day. View Phase Settings (from the Tasks Tab) Use the Tasks submodule to view phase settings for Tasks tab. Create a New Phase (from the Phase Settings Screen) Use the Tasks submodule to create new phases. Duplicate a Phase (from the Phase Settings Screen) Use the Tasks submodule to duplicate phases. Delete a Phase (from the Phase Settings Screen) Use the Tasks submodule to delete phases Move a Phase Up or Down (from the Phase Settings Screen) Use the Tasks submodule to move phases up ro down. Apply Phase Color to All Related Tasks (from the Phase Settings Screen) Use the Tasks submodule to apply phase color to all related tasks. Move a Task on Phase to Scrum Sprint (from the Phase Settings Screen) Use the Tasks submodule to move a task on phase to scrum sprint. Rename a Phase (from the Tasks Tab) Use the Tasks submodule to rename phases from the Tasks tab. Delete a Phase (from the Task Tab) Use the Tasks submodule to delete phases from the Tasks tab. Add a Recurrent Booking Use the Tasks submodule to create recurring bookings for tasks. Add a Personal Comment for the Current User Use the Tasks submodule to add a personal comment for the current user. Create a New Task Use the Tasks submodule to create new tasks from the Task card. Duplicate a Task Use the Tasks submodule to duplicate tasks from the Task card. Delete a Task Use the Tasks submodule to delete tasks from the Task card. Add a Reminder Use the Tasks submodule to add tasks reminders from the Task card. Pin a Task To Dashboard Use the Tasks submodule to pin tasks to dashboard from the Task card. Move a Task To Another Job Use the Tasks submodule to move tasks to another job. Convert a Task To a Ticket Use the Tasks submodule to convert tasks to tickets. Make an ETC Request From the Task Card (Jobs) If System Variable 405 is enabled for your system, you can create ETC (Estimated Time to Complete) requests if you need additional hours to complete the task. Convert a Task To a New Job Use the Tasks submodule to convert tasks to new jobs. Favorite a Task Use the Tasks submodule to favorite tasks. Track Time Spent on Assigned Tasks Use the Tasks submodule to track the time that you spend a particular task. You can adjust the time, duration, and details, as needed. Subscribe to a Task Conversation & Display in Inbox Use the Tasks submodule to subscribe to task conversations and display them in your inbox. Unsubscribe from Task Conversations Use the Tasks submodule to unsubscribe from task conversations. Add Users to Task Conversations Use Tasks submodule to ass users to task conversations. Mark Task Conversations as Favorite Use the Tasks submodule to mark task conversations as favorite. Get Deep Links to Task Conversations Use the Tasks submodule to get deep links to task conversations. Show Task Conversations in Your Inbox Use the Tasks submodule to show task conversations in your inbox. Add Reminders to Task Conversations Use Tasks submodule to add reminders to task conversations. Modify Subscriber Settings of Task Conversations Use the Tasks submodule to modify the subscriber settings of task conversations. Send Attachments for Document Approval Using Task Conversations Use the Tasks submodule to send attachments for document approval using task conversations. Delete Task Conversations Use the Tasks submodule to delete task conversations Search for Comments in Task Conversations Use the Tasks submodule to search for comments in task conversations. Hide Comments in Task Conversations Use the Tasks submodule to hide comments in task conversations. Hide Hidden Comments in Task Conversations Use the Tasks submodule to hide hidden comments in task conversations. Get Deep Links to Comments in Task Conversations Use the Tasks submodule to get deep links to comments in task conversations. Edit your Latest Comment in Task Conversations Use the Tasks submodule to edit your last comment in task conversations. Add New Comments to Task Conversations Use the Tasks submodule to add new comments to task conversations. Add New Comments with Attached Files to Task Conversations Use the Tasks submodule to add new comments with attached files to task conversations. Record Audio Messages for Task Conversations Use the Tasks submodule record audio messages for task conversations. Add Links to Comments in Task Conversations Use the Tasks submodule to add links to comments in task conversations. Add New Comments with Emoji Icons to Task Conversations Use the Tasks submodule to add new comments with emoji icons to task conversations. Upload a Task Briefing Use the Tasks submodule to upload task briefings from the task card. Download a Task Briefing Use the Tasks submodule to download task briefings. Send a Task Briefing as an Email Use the Tasks submodule to send a task briefing as an email. Add a Task Briefing Template Use the Tasks submodule to add task briefing templates from existing templates. Approve a Task Briefing Use the Tasks submodule to approve task briefings. Reject a Task Briefing Use the Tasks submodule to reject task briefings. Cancel a Briefing Approval Use the Tasks submodule to cancel briefing approvals. View the Latest Revision of a Task Briefing Use the Tasks submodule to view the latest revision of a task briefing. View the Revision History of a Task Briefing Use the Tasks submodule to view the revision history of task briefings. Add an Approver to a Task Briefing Use the Tasks submodule to add approvers to task briefings. Delete a Task Briefing Approver Use the Tasks submodule to delete task briefing approvers. Upload a Task Briefing Attachment Use the Tasks submodule to upload task briefing attachments. Download a Briefing Attachment as a ZIP File Use the Tasks submodule to download briefing attachments as ZIP files. Download a Briefing Attachment as a Single File Use the Tasks submodule to download briefing attachments as a single file. Delete a Briefing Attachment Use the Tasks submodule to delete task briefing attachments. Start a Task Briefing Approval Conversation Use the Tasks submodule to start a task briefing approval conversation. View Task Booking Settings Use the Tasks submodule to view booking settings for tasks. Search for a Resource in the Booked Resources Subgrid Use the Tasks submodule to search for a resource from the Booked Resources subgrid. Add a Team to a Task Use the Tasks submodule to add teams to tasks. View the Team Resources of a Task Use the Tasks submodule to view team resources of tasks. Remove Resources that Have No Relation to the Job Use the Tasks submodule of Jobs to remove resources that have no connection to a job. View the Manual Bookings Date Grid for a Task Resource Use the Tasks submodule to view the manual bookings date grid for a Task Resource. View Task Capacity Settings Use the Tasks submodule to view task capacity settings. View Job Team Settings Use the Tasks submodule to view job team settings. Search for Time Entry Logs Use the Tasks submodule to search for time entry logs. Search for a Task Summary Use the Tasks submodule to search for task summaries. Search for a Job Summary Use the Tasks submodule to search for job summaries. Create a Task Folder Use the Tasks submodule to create task folders. Search for a Task File Use the Tasks submodule to search for task files. Upload a Task File Use the Tasks submodule to upload task files. Search for Task Emails Use the Tasks submodule to search for task emails. Move a Task Email Use the Tasks submodule to move task emails. Delete a Task Email Use the Tasks submodule to delete task emails. Reply or Forward a Task Email Use the Tasks submodule to reply or forward task emails. Download a Task Email Use the Tasks submodule to download task emails. Download Task Email Attachments as a ZIP File Use the Task submodule to download task email attachments as a ZIP file. Export Gantt View into PDF Use the Tasks submodule to export Gantt views into PDF files. Create a Check List for a Task Use the Task submodule to create check lists for tasks. Duplicate a Task Check List Use the Tasks submodule to duplicate task check lists. Delete a Task Check List Use the Tasks submodule to delete task check lists. Edit a Task Check List Template Use the Tasks submodule to edit task check list templates. Save a Task Check List Template as a New Template Use the Tasks submodule to save a task check list template as a new template. Add General Reminders for Tasks Use the Tasks submodule to create general reminders for tasks. Delete General Reminders for Tasks Use the Tasks submodule to delete general reminders for tasks. Search for General Reminders Use the Tasks submodule to search for general reminders associated with tasks. Add Task Closure Reminders Use the Tasks submodule to create task closure reminders. Delete Task Closure Reminders Use the Tasks submodule to delete task closure reminders. Search for Task Closure Reminders Use the Tasks submodule to search for task closure reminders. Search for Task-Related Logs Use the Tasks submodule to search for task-related logs. Search for Task-Related Records Use the Tasks submodule to search for task-related records. Parent Topic: Tasks - Procedures HomeWorkBook Online HelpJobsTasksTasks - ProceduresTasks Tab