Managing Project Tasks

How to:

You can manage tasks assigned to you from the action block located on the dashboard. Since the action block is a portable component, it can be placed anywhere on the PMF dashboard by an administrator.

From the action block, you can work with tasks in the following ways:
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Procedure: How to Edit a Task
  1. From the action block, select Project Tasks.

  2. Click the task you want to edit.
  3. Click Project - Edit Task to open the Edit Task panel, as shown in the following image.

  4. Make any necessary changes, such as updating the task status, priority, or due date. For more information on the fields in this panel, see Projects.
  5. Click Save.
  6. Click the Refresh icon in the action block to see the changes.
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Procedure: How to Add Feedback or Spending to a Task

  1. From the action block, select Project Tasks.
  2. Click the task for which you want to add feedback or spending.

    A menu opens.

  3. Click Project - Edit Task.

    The Edit Task panel opens.

  4. Click the Feedback & Expenditures tab.
  5. For the Effective Date, click the box and select the date from the calendar that opens.
  6. Type any expenditure and task feedback items in the boxes provided, as shown in the following image.

    Note: An Owner can only edit or delete their own Effective Date, Feedback, or Expenditure entries.

  7. Click Save.

    The Info Tab in the Edit Task panel will display the aggregated Spend data in the Task Expenditure field.

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Procedure: How to View Task Details
  1. From the action block, select Project Tasks.
  2. Click the task for which you want to view details.

    The Task Detail report opens, as shown in the following image.

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