Task Editor

The following details the tabs on the Task Editor.

Task

Property Description
Name Task name.
Responsibility Name of the person responsible for the completion of this task or subtask. Other people can be assigned as additional resources.
Milestone Indicates whether the task must be treated as a milestone.
Status

The stages of the task are as follows:

Pending
Waiting for completion of a predecessor task.
Ready To Start
Work can be started on the task.
In Progress
Work has been entered for the task.
Finished
Work is finished on the task.
Closed
Task is completed and closed.
Hold
Work is temporarily stopped on the task, usually to wait for completion of another task.
Priority Importance of the task. The default is Medium. These priorities are identical to those in MS Project. Do Not Level is a Microsoft Project-specific term you should ignore.
Duration Number of hours expected for completion of the task.
Percent complete Percentage of work that has been completed on the task.
Needs attention Notifies team leaders or task reviewers that this task requires attention. Type the information about why this task needs attention in the text box below the Needs Attention check box.

Resources

To assign tasks to available resources, select one or more available users and click Add selected users to add them to the Task resource assignments list. Click Remove selected users to remove selected users from the list.

Time

The Time tab automatically tracks the variance between the estimated and actual start date, finish date, and duration of a task.

Property Description
Plan Start Estimated start date for the task. The default value is the current date.
Plan Finish Estimated finish date for the task. The default value is the current date.
Plan Work Number of hours estimated to complete the task.
Actual Start Actual start date calculated from work records.
Actual Finish Actual finish date when the task status changes to Finished.
Actual Work Actual number of hours taken to complete the task, calculated from work records.
Variance Start Variance in days between the expected start date and the actual start date. This value is a read-only calculated value.
Variance Finish Variance in days between the expected finish date and the actual finish date. This value is a read-only calculated value.
Variance Work Variance in number of hours between estimated and actual duration. This value is a read-only calculated value.

Work

User Name Name of the person who performed the work for this work-record entry. The default value is the current user.
Date Date work was done for this work record. The default value is the current date.
Work Number of hours worked for this work-record entry.
Remaining Work Remaining number of hours to complete the task.
Comments Field used to provide additional information about what work was done for this work record.

Notes

Use the Notes field to provide additional information about the task.

Custom

The Custom tab lists any custom property names and values.

Attachments

Use the Attachments tab to manage files attached to an item in the following ways:

  • Click Add... to attach a local file to the item.
  • Select an attachment and click Remove to remove the attached file.
  • Select an attachment and click Save to save the attached file to your local or network drive.

Comment

Use the Comment field to provide additional information about the item.