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Task terms

  • Tasks - Tasks are used to break up an Improvement or Project into smaller units of work. This allows the work to be distributed across a team.

  • Responsible Person– The person responsible for completing the Task.

  • Assigner – The person who assigned someone to be responsible for a Task.

  • Author – The person or people who initially created the Task.

  • Status – The status of a Task indicates how far along in the implementation process it is.

    • New - The Task has been submitted, but not yet assigned.

    • Planned - This is an optional status. It is intended for Tasks that are sure to be done at a future date. 

    • Active - The Task has been submitted and someone has been assigned to work on.

    • Overdue - The active Task has passed its scheduled due date without being completed.

    • Completed - The Task has been closed.

    • Deferred - This is an optional status for Tasks that have been evaluated, but no decision about whether or not to implement them has been made.

  • Created On – The date on which the Task was initially submitted.

  • Start Date – The date on which work on the Task begins.

  • Due On – The date by which the Task is to be completed.

  • Completed Date – The date on which the Task was officially closed.

  • Task Comments – Users can enter comments on the Task to log updates and communicate with other users. Comments are noted in the digest email, and can optionally be sent out in individual emails.

  • Timeline – This audit trail keeps track of every significant event that happens on a Task.

  • Attachments – Files that are saved as part of the Task so that all information about the work being done is stored in a single location. They can be used to store everything from images, spreadsheets, project charters, and links to secure documents. All the basic file types are supported.

  • Links - Web and local addresses that are saved as part of the Task. They can be used to associate a specific web page, an online document, or even a local file with an Improvement or Project.


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