Getting Started › View Your Information › Tasks

Tasks

You can view personal tasks that you create in Project Management and those others assign to you. A task entry appears in the task list for each assigned task. You can use this page to take the following actions:

• Edit the displayed task properties
• Open the task
• Mark a task as complete or not complete

See the Project Management User Guide for more information.

To edit a personal or assigned task:

1. Open Home, and from Personal, click Organizer.

   The action items list appears.

2. Click Tasks.

   The tasks list appears.

   The following columns appear on the task list. You can edit the appropriate cells as needed:

   Task

   Defines the name of the task. The value for the field is derived from the Name field on the task properties page. On list pages or in portlets, displays the name of the task. You can click the task name to open the task properties page.

   Limits: 64 characters

   Required: Yes

   Investment

   Displays the name for the investment. The value for this field is based on the Project Name field on the project properties page. Click this link to open the investment.

   Start

   Defines the date of starting the task assignment for a resource. The list pages or portlets display the start date.

   Default: Task start date

   Required: Yes

   Note: Define the assignment to start on or after the task start date. If an assignment has actuals, the field is view only.

   Finish

   Defines the date of completing the task assignment for a resource. The list pages or portlets display the completion date.

   Default: Task completion date

   Required: Yes

   Note: Define the assignment to finish on or before the task completion date.

   Actuals

   Defines the total work units that a resource has worked and posted to the task assignment.

   Pending Actuals

   Displays the number of hours entered by a resource on a submitted timesheet that is waiting to be posted.

   ETC

   Displays the estimated hours to complete the task. You can click in the cell to edit.

   Assignment Status

   Displays the status of the task. The value for this field is from the Status field on the task properties page.

   Values:

   • Not Started. No time is posted against the task.
   • Started. Automatically changes the status to "Started" when time was posted against the task.
   • Completed. Automatically changes the status to "Completed" when the task ETC has zero hours and the task status is updated to "Completed".

3. Click Save.

   Your updates are saved.

More Information:

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Action Items