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Plan a Task

How do I plan a Task?

The Assigner, Assignee, Author(s), and/or Collaborator(s) can plan a Task.

  • Open the Task you want to plan.

  • Click 2017-06-30_1636_001.png in the Task's action bar.

 
Tasks_-_Plan.jpg

In the resulting window, you have the option of entering a reason for planning this Task.

Then click either “Decide Later” (if you don’t want to enter the start date at this time. You can update the item with a start date later, or manually activate it when the time comes), “Specific Date” (if you already know when it should begin and who should be involved), or “Dependent On” (if you want this item to be automatically activated when some other item is completed).

 

Decide Later

  • You can enter the name of the Assignee in the “Assignee” field and the due date in the “Due Date” field.

  • If you enter the Assignee, you must enter the due date, and you may enter the names of any Collaborators or Followers in the corresponding fields.

Decide_Later_-_Tasks.jpg

  • Click 2017-06-30_1557.png.

This item will either need to be edited to include a start date or will need to be manually activated at the right time.

 

Specific Date

  • Enter the start date.

  • You must fill out the “Start Date,” “Assignee,” and “Due Date” fields, and you may enter the names of any Collaborators or Followers in the corresponding fields.

Specific_date_-_Tasks.jpg

  • Click 2017-06-30_1557.png.

This Task will automatically become active when the start date you entered comes around.

 

Dependent On

  • Enter the name(s) of the item(s) that must be completed before this Task activates in the “Completion Of” field.

  • If you want the due date to be automatically added when the Task is activated, enter the number of days it should take to be completed in the “Estimated time to complete (days)” field.

  • You must fill out the “Assignee” field, and you may enter the names of any Collaborators or Followers in the corresponding fields.

Specific_date_-_Tasks.jpg

  • Click 2017-06-30_1557.png.

This Task will automatically become active after every item you entered in the “Completion Of” field have been completed.

You can see a list of every Project, Improvement, or Task this Task is waiting on, as well as a list of every item waiting on it, on its main page.

Dependencies.jpg


NOTE: Reopening one of the Projects, Improvements, or Tasks this Task depends on after it has been activated will not revert this Task into the Planned status.

 

 

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