Summary
The Tasks tab displays all tasks associated with the project in a grid format for quick viewing and editing. Project tasks are initially populated based on default settings and can be modified for each project, or adjusted globally in the Administration Section.
You can also use the Change Task Status to change task status.
Window
Project View - Tasks Tab
Field Descriptions
The following table lists field descriptions.
|
Section/Field |
Description |
|
Seq. ID |
User identified numerical input determining a hierarchical order of task importance |
|
Task |
Description of a work flow process, such as Cutting, Assembly, Packaging |
|
Employee |
Assigned employee responsible for the task |
|
Tracking Level |
Level for tracking a task, by Project, Plan or Lot |
|
Association |
Project, Plan, or Lot |
|
Estimated Start |
Enter the estimated date to start the task |
|
Start |
Enter the actual date the task was started. All task date changes are automatically recorded on the History tab. See History Tab |
|
Completed |
Enter the actual date the task was completed. All task date changes are automatically recorded on the History tab. See History Tab |
|
Estimated Man Hours |
Estimate of the number of man hours to complete a specific task |
|
Actual Man Hours |
Enter the actual number of man hours to complete a specific task |
|
LeadDays |
Number of days required to schedule and complete a specific task |
|
Note |
Notes to communicate to other employees about a project task |
|
Order |
Order number |
|
Delivery |
Delivery information |
Accessing
1. In the Project List window, select a project.
2. In the Project View window, select Project Info.
3. Select Tasks Tab.
With many plans and lots in a project, each with their own statuses, the Tasks tab may contain a lot of information. Grouping the information by column headers can help focus on critical information.
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Group by Association places all of the tasks for a given item (Project level, individual Plans or individual Lots) together.
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Group by Task places all the same task records for each item together.
In addition to the grouping, columns are sorted using a multi-column sort.
Referencing the screen below, after grouping by the Task column:
Click Seq ID column to arrange all tasks in sequence order.
While pressing Shift , click on Association column to sort items in that column alphabetically.
Up to three columns can be used in a multi-column sort.
Grouping by Association example
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You can manually add tasks that are not required and, therefore, not automatically added to projects; one example is Field Repair.
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If any task (at any level) is repeated in a given project, another instance of the task can be manually added:
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From the Change Status dialog
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From inside the project on the Task tab, by right-clicking and selecting Add Item
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Rebuild Tasks from Defaults function
To update tasks on existing projects to match new tasks and tracking level edits in the Admin > Task/Status tab:
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Rebuild Tasks from Defaults function can be used to quickly make the update.
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This function replaces all existing tasks with the current default tasks. All existing task data will be permanently lost. The following warning displays:
Single Delivery Projects
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Some small projects may require only one delivery; typically, these projects will not use the Deliveries tab > Lots feature.
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For these projects, all tasks can be converted to project level so that lots do not need to be created to display Lot Level tasks.
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The Convert Tasks (to Project Level) button is available in any project that does not already have Lots or more than one plan.
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Selecting this button converts all existing tasks to project-level and adds all current lot-level tasks as project-level tasks.
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