ServiceDesk Plus

    Working with Tasks




    What are Tasks?

    Task is an activity that is a part of a Project. In other words, Project has multiple phases with Task being a small incident/part of each and every phase. Tasks can be associated with Milestones or can be directly linked to the project. In general, Tasks are the most basic elements that ensure various actions are performed in an orderly manner within the project.




    To understand Tasks better let us consider the same IT Test Environment SetUp Project used for Milestones:

    IT Test Environment Set Up can be split into 3 major phases - that is, milestones:

    • Database Configuration

    • Workstation Configuration

    • Network Configuration

    These Milestones can further be divided into following steps: determining database purpose, organizing required information, dividing information into tables and so on for database configuration. Likewise workstation and test configuration too would have several steps. These actions that may or may not be a part of Milestone are known as Tasks.


    Configuring Tasks:

    1. Click Tasks tab in the header pane.

    2. Click Add New Button to open the New Task form. (Use 'Add New Link' while creating first Task)

    3. Specify Task Title and Task Description.

    4. Select Status and Priority from the drop down.

    5. Specify Task Scheduled Start and Scheduled End date


    Adding more details to Task(s):

    To indicate Task's progress and to discuss about ways of bettering it, you are provided with the following fields:

    1. % of completion that helps denote the extent to which the task has been completed (any value between 1 - 100)

    2. Comments that lets project members communicate between themselves about the task as well as the project

    3. Additional Cost, if any, can be recorded in this field.


    Scheduling Tasks:

    Task Scheduling not only helps you schedule the task but also determine whether the task is 'on-schedule', 'delayed' or 'ahead' by comparing it against real-time completion.

    To schedule the task do the following:

    1. Configure the Scheduled Start and Scheduled End Date

    2. Fill in the Actual Start and Actual End Date (upon project completion)

    3. Based on Scheduled/Actual Dates, task would be considered:

      • On Schedule if the Scheduled Date and Actual Date are the same.

      • Delayed if the Task (Actual Date) has past the Scheduled Date. (no of days by which project is delayed gets displayed on the project list view page)

      • Ahead if the Task (Actual Date) is completed before the Scheduled Date. (no of days by which project is ahead gets displayed on the project list view page)



    Editing/Deleting Tasks:

    • Select the Milestone from the Milestone List View page and click on Edit Icon in the Milestone pane.

    • Implement the necessary changes and click on Update Milestone

    • Bulk Delete: From Milestone List View, select Milestone to be deleted, and click on Delete Icon

    • Single Delete: Enter the Task to be deleted - by clicking on Task Title - and click on Delete Icon in the project's pane.

    Tasks - Basic Elements of Projects


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