How To Create, Manage & Complete an Issue Task

Creating Issue Tasks

Tasks can be created in the Details section OR within a Stage of an Issue. To create a new task, click the "+" icon:

Details Section:

Stage:

Note: Clicking on the "" icon you will take you to the Task Full Table

A new window will appear. You will be asked to provide:

1. Title / Short Description of the Task

2. The Stage in which you would like to assign the Task to

3. A due date for the Task

When all information is filled in, click on the create button.  The screen below will appear:

1. Task ID - This is the Key ID assigned to the task
2. Status - The state of the task
3. Due Date - Due date that you selected for the task to be completed
4. Assignee - Person the task was assigned to
5. Title - The title or description that you provided in the earlier step
6. 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

Completing an Issue Task

In order to see the task details and complete the task, the Task Assignee must click on the task Key ID:

In the Details section of the Task, there are two icons displayed by Task Due Date:

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 "" or "". 

  : You will be able to link an account item. 

   : 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 two options, Start Task &  Close - Incomplete, at the bottom of the Task Details:

1. Start Task:

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 the Task Assignee will click once the task has been completed.

When you click on the Complete Task button, a Task Completion Workflow window will appear. You will need to launch the workflow.  The signatures will be routed to who the Task Assignee was and other workflow steps can be added at that time:

2. 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.