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Task planning

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Location: Management arrowrgray Task planning

 

Prerequisites:

▪Task type

Optional:

▪Request

▪Team

▪Calendar (SE Administration)

▪Responsibility route

▪Document

▪Meeting type (SE Meeting)

▪Meeting

▪Resource

▪Supply

▪Cost type

▪Revenue type

▪Customer (SE Customer)

▪Process

▪Indicator (SE Performance)

▪Checklist

▪Functional role

▪Request type

▪Request

 

Overview:

Use this menu to plan nonproject tasks, i.e., tasks that are not related to projects. Nonproject tasks may be solutions for small needs, for meeting requests and projects. Because their structure is smaller, they have the characteristic of greater versatility.

 

Specific buttons:

new

Click on the arrow located next to this button and select the desired option:

▪Create blank task: Allows adding a new blank nonproject task. See more details on how to perform this operation in the Creating blank tasks section.

▪Create task using wizard: Allows adding new nonproject tasks with the help of a wizard. When accessing the wizard screen, the following options are available:

oBlank task: Allows adding a new blank nonproject task. See more details on how to perform this operation in the Creating task using wizard - Blank task section.

oFrom existing task: Allows adding a new nonproject task from a previously created task. See more details on how to perform this operation in the Creating task using wizard - From an existing task section.

edit

Click on this button to edit the task selected in the list of records. See further details about this operation in the Editing a nonproject task under planning section.

delete

Click on this button to delete the task selected in the list of records.

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.

status

Click on this button to edit the status of the task selected in the list of records. See further details about this operation in the Changing the status of a nonproject task section.

next

Click on this button to close the planning of the task selected in the list of records and send it to the next configured step. See further details in the Finishing planning section.

3_quadrants

Click on this button to change the main screen layout to three quadrants. When selecting this option, the third quadrant will display the details about the nonproject task selected in the list of records in the second quadrant.

2_quadrants

Click on this button to change the main screen layout to two quadrants.

 

Use the "Search filters" to easily retrieve records based on specific information. Use the View arrowrgrayy Project/Nonproject task arrowrgrayy Task menu to see the detailed description of the filters.