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Planned Tasks

How do I plan a Task?

Only people with who can edit a Task can plan it.

  • Open the Task you want to plan.

Plan_a_Task_button.jpg

  • Click 2017-05-04_1614.png in the Task's action bar.

In the resulting window:

Plan_a_Task.jpg

  • You are required to enter a reason for planning the Plan.

  • You may enter a start date - the date the Task will automatically become active. 

  • If you enter a start date, you must enter a due date.

  • If you have the right permissions to assign this Task, you will also see the "Assign To" field. You can assign the Task to the right person or request their assistance.

 

What happens when the start date comes around?

  • The Task will be flagged for the attention of all team members; the alert reads “Status Changed to Active.”

  • The people will remain unaffected. If nobody was ever assigned to work on it, an Assignee will need to be added manually at this time.

 

Have more questions? Submit a request