Assigning Details to a Task
To assign details to your task, do the following:
1. Click on details to enter the following:
2. Click on the drop down arrow to assign a Task Owner
3. Click on the drop down arrow to indicate who has access to this task
5. Click on the drop down arrow to select a Task Type
6. To assign contacts to the task:
8. Enter a Target Budget if applicable
9. Type in a task description
10. Click on save
1. Click on details to enter the following:
a. Task Name
b. Status
c. Progress
d. Priority
e. Milestone (Check Milestone if this task represents a milestone
for your project. Checking this will highlight and bold this task
on the View Project screen).
b. Status
c. Progress
d. Priority
e. Milestone (Check Milestone if this task represents a milestone
for your project. Checking this will highlight and bold this task
on the View Project screen).
2. Click on the drop down arrow to assign a Task Owner
3. Click on the drop down arrow to indicate who has access to this task
a. Public – Anyone in your Smooth Projects group can see this task
b. Protected -
c. Participant – All assignees for this task
d. Private – for viewing under your login only
4. Assign a task parent if this is a child task to another task already assignedb. Protected -
c. Participant – All assignees for this task
d. Private – for viewing under your login only
5. Click on the drop down arrow to select a Task Type
6. To assign contacts to the task:
a. Click on Select Contacts
b. Select the contacts for this task
c. Click on continue
7. Click on a department to assign this taskb. Select the contacts for this task
c. Click on continue
8. Enter a Target Budget if applicable
9. Type in a task description
10. Click on save
1
Add Comment
Related Articles
-
Tasks (Tab) (81.81%)
To assign a task to your project, click on the new task button in the upper...
2.00
- 2006-09-06 01:00:00
-
Details (Tab) (39.09%)
Task Owner: By default, the task owner is set to whomever is logged in. By...
2.00
- 2006-03-30 01:00:00
-
Task Logs (Tab) (37.02%)
Task logs are listed at the bottom of the View Task screen where you can view...
2.00
- 2007-09-04 01:00:00