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Add a Task to a Project

How do I add a Task to a Project?

Open the Project to which you want to add a Task, then:

  • Click 2017-10-06_1619.png in the top right corner of the page.

  • Click 2017-10-10_1221.png in the resulting drop-down menu.



In the resulting window:

  • If you want to create a new Task from scratch, click 2017-10-10_1139.png. If your organization has configured multiple types of Tasks, you'll be prompted to pick which template you want to use. In the resulting window:

    • Depending on the type of Task, you'll be prompted to fill out various optional or required fields and Attributes. You will be required to enter a short summary of the Task - this field is often called the “Title,” but that may have been customized by your organization.

      Once you’ve entered the title, a blue badge will appear next to the magnifying glass if there are any items with a similar title already in KaiNexus. It will look something like this: 2017-10-10_1144.png. The number displayed on that badge correlates to the number of similar items.

      Hover over the magnifying glass icon to see a list of the titles of those similar items or click the icon to open a more detailed list. 

    • The "Parent" field will automatically be filled in with the name of the Project under which you're nesting this Task. Don't alter this field unless you want the Task nested somewhere else.

    • Click "Team" to see the team fields. Add people to the "Author(s)," "Assignee," "Collaborator(s)," and/or "Followers" fields as necessary.

      If you choose an Assignee, you will be prompted to enter a start date and a due date. You also have the option of changing the Assigner in the "Assigned By" field. 

    • Add any attachments to the Task. You can:

      • Drag and drop the file you want to add onto the "Create" window, or

      • Click 2017-10-10_1145.png and pick the file you want to attach in the resulting window.

    • Add any links to the Improvement by clicking 2017-10-10_1145_001.png. In the resulting window, enter what you want the link to be called in the "Name" field and the address to the link in the "Address" field.

    • Click 2017-10-10_1146.png.

  • If you want to add an existing un-nested Task, search for it by name or ID number in the "Choose Existing" drop-down menu. You can add as many Tasks as you like.

    When you're finished, click 2017-10-10_1146_001.png.


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