After you set up the initial project parameters, add tasks for the project members to perform to complete the project. The tasks that you create are displayed in the lanes on the project Taskboard. From the Taskboard, you perform all project management activities that are associated with the tasks for the project.
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The task is added to the lane as a tile.
Import Tickets as Tasks
You can import tickets into the Project Center. The imported tickets are displayed as tasks in the task lanes. To import tickets as tasks:
- Open the Taskboard by clicking WORKSPACES, PROJECT, Project Center.
- From the Taskboard, click the project tile to open the project in a new tab.
- Point at the Create Task icon on the task lane. The option to import tickets displays.
- Click Import Ticket, select or search for the desired tickets, and click Import Selected Tickets.
Note: Tickets that are related to other tasks cannot be imported.
View and Modify Task Details
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- Block or unblock a task. You can mark a task as blocked when an action is pending on it. Such a task is known as a blocker task. Your project or task cannot be completed until you unblock the task. For example, consider a task that requires an approval. You can mark that task as blocked until the approval is complete.
- Assign task owner. You can assign the task to any of the team members that appear on the Team tab.
Note: You can unassign the task owner by clicking the drop-down and selecting Unassign. - Set the priority of the task. The available options are Low, Medium, High, and Critical.
- Set a due date for completing the task.
- Enter the estimated number of hours that are required to complete the task.
- Select the lane for the task. This field is automatically populated with the name of the lane where you clicked the add task (plus) icon. You can modify this field to assign the task to a different tile.
- Enter the hours that were spent on the task. Update the number of hours that are already spent on the task.
- Relate the task to a ticket. You can relate a task to either an open ticket, or a new ticket.
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Create Check List for a Task
To complete a task, a project member requires to complete certain activities. You can record such activities as checklist items within a task.
To add a checklist to a task:
- Open the desired task.
The Task Properties window is displayed. - Click Checklist in the anchor links or expand the Checklist section.
- Enter the check list item and click Add. You can add multiple items to the list.
Note: Select the check box next to the check list item once it is complete. You can view a list of the completed items by expanding the Completed section.
Manage a Check List Item
You can edit a checklist item, delete an item, or move the position of an item.
To edit, click the check list item, enter your updates, and press Enter.
To delete, point at the check list item and click the delete icon.
To reposition a check list item, select the item, and drag-and-drop it at the desired location.
Relate Tasks and Tickets
You can relate tasks and tickets to each other using the following methods.
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