...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
| Info |
|---|
Project center is only available in the ISM Service Management edition. This feature is not available in the ISM Service Desk edition. |
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.
...
- Open the Taskboard by clicking WORKSPACES, PROJECT, WORKSPACES> PROJECT> Project Center.
- From the Taskboard, click the project tile to open the project in a new tab.
- Click Add Lane.
- Enter a name for the lane and press Enter (or click away from the lane) to create the lane.
- (Optional) To move the lane to a different location on the Taskboard: Click the lane header and then drag-and-drop the lane to the desired location.
- (Optional) To rename a lane: Click the pencil icon on the lane header, specify a new name for the lane, and then press Enter (or click away from the lane).
...
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, 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
...
- 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.
...
- Open the Taskboard by clicking WORKSPACES, PROJECT, WORKSPACES> PROJECT> Project Center.
- From the Taskboard, click the project tile to open the project in a new tab.
- Click a task tile to open the Task Properties dialog.
On the dialog, you can view the task details and also modify them. - Click Save, or Save and Close.
...
The following table contains examples of how to calculate the total time that is spent on a task.
| Example | Description |
|---|---|
| Time Spent for Project Task with no Ticket associated | Enter the time that was spent on the task in the Time Log field. The time gets added to the Total Time read-only field for that task. The Total Time values for various project tasks are aggregated to present the Total Time Spent on the project level. |
| Time Spent for Project Task with Ticket associated | In this case, consider the following 2 values for calculating the Total Time on the task:
|
| Time Spent for Project Task with Ticket Associated (and has child tickets) | In this case, consider the following 3 values for calculating the Total Time on the task:
|
| Time Spent for Project Task with Ticket Associated but unrelated and related to a new Project Task | The user logs 8 hours against Ticket A associated with Task A. Ticket A is wrongly associated to Task A and must be associated to Task B. The user unrelates Ticket A from Task A and relates it to Task B. The user logs another 10 hours against Ticket A but associated to Task B. So, the calculation is made as follows:
|
| Time Spent for a Project Task with Ticket Associated and ticket worklog entries with negative time spent | The application aggregates the time spent against the ticket regardless of whether the time is negative or positive. The total time that is spent on the task would be an aggregation of:
|
Assign an Owner to the Task
...
- Open the Taskboard by clicking WORKSPACES, PROJECT, WORKSPACES> PROJECT> Project Center.
- From the Taskboard, click the project tile to open the project in a new tab.
- Click a task tile to open the Task Properties dialog.
- In the Owner field, type a name and select a team member from the suggested search results.
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.
...