As noted in the Task Dashboard & Full Table Overview article, currently, you can only create Tasks within a Change Control or an Issue.
Creating Issue Tasks
Creating a Change Control or Issue task happens in the "Details" or "Stage" of an Issue or Change Control. In the Details section, the "Task List" appears with a ,, and a blank table underneath.
By clicking on the icon you will be taken to the Task Full-table. When you click on the a new window will appear. You will be asked to provide a Title / Short Description of the task, the stage in which you would like to assign it to, and you will also have to choose a due date for the task.
Click on the button. The screen below will appear:
- Task ID - This is the key ID assigned to the Task
- Status - the state of the Issue
- Due Date - due date that you selected for the task to be completed
- Assignee - person the task was assigned to
- Title - the title or description that you provided in the earlier step
- Stage - the stage that the task was assigned to, only when the Issue enters that stage will the assignee be notified that they have been assigned a task
When the Change Control or Issue enters the stage that the task has been assigned to, the project/stage/task assignees will see the task. Tasks can also be added while in the stage.
In order to see the task details and complete the task the task assignee must click on the blue hyperlinked Task ID.
. The arrow icon will show a log of all the due date changes that may occur for this task throughout the life cycle of the project. Clicking on the calendar icon will allow you to "Request a due date change".
The Task assignee can add "LINKS ATTACHMENTS" - by clicking on the you will be able to link an account item. By clicking on the you will be able to upload an attachment.
After the task creator/stage assignee is ready for the Task assignee to "Start" the task, they will see the below 2 options at the bottom of the Task Details.
When you click on "Start Task" you will get the following pop-up.
When you click on "Yes" you will see the button that said Start Task has changed to "Complete Task" ,which you or the Task Asssignee will click once the Task has been completed. When you click on the Complete Task button a Task Workflow window will appear, you will need to launch the workflow. The signatures will be routed to who-ever the Task Assignee was and other workflow steps can be added at that time.
Close - Incomplete
If you click on "Close-Incomplete", you will get the following pop-up:
This button appears before the task has been started and after the task has been started. This option can be chosen at either time if this task is no longer need to be implemented.
***Either the Task must be completed or marked as Not Implemented (Close-Incomplete) in order to move on to the next stage. The only way to re-open a Task would be to revert all signatures for that stage, which would re-open the stage allowing you to re-open a task that is in that stage.