Create New Tasks

You can create multiple tasks at the same time. To change the properties of an individual task A single unit of work done by one person., select the task in the table pane Upper right section of the application view. You can view the items you selected in the navigation pane in a table format. You can also view detailed information about the items in the table pane by selecting the check box next to the item. Detailed information appears on the details pane below., and click Edit.    

After you have created the task, you can attach a document to the task by clicking Attach Documents in the task's details pane action bar. Edit access level is required.

For step-by-step instructions on how to create tasks, see Creating a Task.

Click Finish after you are done configuring the following:

Setting
Description

Task Name

Type no more than 100 characters to name the task.

Description

Optional. Type no more than 1,000 characters to describe each task. The description appears in the heading of the details pane Lower right section of the application view. You can view details and descriptions (if provided) of items selected in the table pane. You can also perform various actions, such as notifying others about the document you uploaded or subscribing to a discussion. when the task is selected in the table pane Upper right section of the application view. The table pane displays all objects contained in the node you selected in the navigation tree. You can also view detailed information about the objects in the table pane by selecting the check box next to the item. Detailed information appears on the details pane.. It also appears in the floating text that displays when the mouse hovers over the task in the Calendar.

Start Date

Either type the start date of a task in m/d/yyyy format or use the date chooser  to select the start date.  

Due Date

Either type the due date of a task in m/d/yyyy format or use the date chooser  to select the due date.

If the task is not completed by the due date, the task will be listed in red.

Assigned to

If you want to assign a task, click . In the Choose Users dialog box, select the users who you want to assign the task to, and click Finish.  All the created tasks will be assigned to the users you selected.  

Display in Calendar

If you want the tasks to display in the Calendar, select the check box.

Notification

If you want project members to be notified about these tasks as soon as they are assigned to them, select On Assignment.

If you want the daily task summary notification to include information about the start date and end date, select Start Date and End Date. The Start Date and End Date options do not apply to individual notifications.

   

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