TASK Lifecycle
| 1 Project Task Create and manage task. |
| 2 Journal Activity Journal activities on the TASK. |
| 3 Flag CLOSE Close the TASK. |
| 4 Email Notifications Email notifications to the resources on the TASK. |
| 5 Reports View reports associated with the TASK. |
TASK Best Practise Flow
| 1 Project |
| 2 Create Resources |
| 3 Create Users |
| 4 Issue Access |
| 5 Create Tasks |
| 6 Support Form |
| 7 Task Categories |
| 8 Assign Tasks |
| 9 Email Task |
| 10 Journal Activity |
| 11 Flag CLOSED |
| 12 Various Reports |
| 13 Email Journal |
| 14 Email CLOSED |
TASK Management
| 1 Task It is a good practise to search for the TASK before attempting to create a new TASK. This will prevent duplicated entries. |
| 2 Located TASKS can be searched on the open or closed task reports. |
| 3 Task If you are unable to locate the TASK, you can create a new TASK. |
| 4 Task Profile If you located the TASK you should view the TASK profile. |
| 5 Edit The TASK profile can be edited. |
| 6 Delete All TASKS can be deleted from the list but not from the system. |
| 7 Restore Any deleted TASK can be restored. The deleted TASK can be found under the deleted entries list and be restored from there. |
| 8 Journal A TASK requires that the user makes a journal entry before it can be closed. |
| 9 CLOSED Once the TASK is complete the TASK can be closed. |
| 10 Project A PROJECT is required. |
| 11 Number The TASK will be auto numbered. |
| 12 Email Task The system will auto email the assignee and assignor when the a TASK is created. |
| 13 Email Journal The system will auto email the assignee and assignor when a Journal entry was made on the TASK. |
| 14 Email CLOSED The system will auto email the assignee and assignor when the TASK is closed. |
| 15 OPEN A closed TASK can be reopened. |
| 16 Email OPEN The system will auto email the assignee and assignor when the TASK is reopened. |
How To Create a Task
Follow these steps to CREATE A TASK.
- View the PROJECT PROFILE.
- Click on the EDIT TASKS tool in the toolbar.
- Open the NEW ENTRY form, complete the required fields and click SUBMIT.
How To Move Task
Follow these steps to MOVE TASK.
- View the TASK PROFILE.
- Click on the MOVE TASK tool in the toolbar.
- Follow the STEPS and click SUBMIT.
How To Grab Task
Follow these steps to GRAB TASK.
- View the TASK PROFILE.
- Click on the GRAB TASK tool in the toolbar.
How To Notify Resources
Follow these steps to NOTIFY RESOURCES.
- View the TASK PROFILE.
- Click on the NOTIFY RESOURCES tool in the toolbar.
How To Create Journal
Follow these steps to CREATE JOURNAL.
- View the TASK PROFILE.
- Click on the CREATE JOURNAL tool in the toolbar.
- Follow the STEPS and click SUBMIT.
How To Add Journal
Follow these steps to ADD JOURNAL.
- View the TASK PROFILE.
- Click on the EDIT JOURNAL tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Review Task
Follow these steps to REVIEW TASK.
- View the TASK PROFILE.
- Click on the REVIEW TASK tool in the toolbar.
How To Bounce Task
Follow these steps to BOUNCE TASK.
- View the TASK PROFILE.
- Click on the BOUNCE TASK tool in the toolbar.
How To Cancel Task
Follow these steps to CANCEL TASK.
- View the TASK PROFILE.
- Click on the CANCEL TASK tool in the toolbar.
How To Close Task
Follow these steps to CLOSE TASK.
- View the TASK PROFILE.
- Click on the CLOSE TASK tool in the toolbar.
How To Task Completed
Follow these steps to TASK COMPLETED.
- View the TASK PROFILE.
- Click on TASK COMPLETED tool in the toolbar.
