Understand a task

Tasks are pieces of work, common activities or deliverables. Each task has an assignee or set of assignees that own the execution of the task.

Given that tasks are the building blocks, task actions can be performed across multiple views. Here is what you can do to tasks in each of the following views.

Task Details drawer

The Task Details drawer is where everything about the task is documented. Below outlines everything that can be done in the Task Details drawer.

1. Edit Status
2. Edit Task Name
3. Edit Assigned
4. Edit Start Date
5. Edit Due Date
6. View Original Due Date
7. Edit Description
8. Add task dependency
9. Delete task dependency
10. Add comment
11. Delete comment
12. Move to Group
13. Indent tasks as sub-tasks
14. Outdent sub-tasks as tasks
15. Delete a task
16. View task history

List

In the List view, you can perform the following task actions:

1. Create a task
2. Delete a task
3. Edit Due Date
4. Edit Status
5. Edit Assigned
6. Move to Group
7. Indent tasks as sub-tasks
8. Outdent sub-tasks as tasks
9. Open Task Details drawer

Timeline

In the Timeline view, you can perform the following task actions:

1. Create a task
2. Edit Start Date
3. Edit Due Date
4. Add task dependency
5. Delete task dependency
6. Open Task Details drawer

My Work

In My Work you can perform the following task actions:

1. Edit Due Date
2. Edit Status
3. Open Task Details drawer

Reporting: Next 7 Days

In the Next 7 Days sub-report, you can open the Task Details drawer.

Task Permissions

Reference task permissions for understanding what roles can perform the task actions.