Tasks

How Do I – Add Task to my Schedule or Project?

To add a new task from the schedule view, select the parent you want the task to belong to.  From the flyout menu, select ‘Add Child”.  You will be taken to a new tab on the Task Form. If you are already on the task form, you can add more tasks to the selected parent…

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Task Overview

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How to – Edit a Task

From the flyout menu, select ‘Edit Task’.  The task form will open and you can make changes to the task properties.

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How to – Delete a task from the schedule

From the flyout menu, select ‘Edit Subtree’ and select delete.  If the task has children, you will be asked if you want to delete the task or subtree.  If you delete the task, all the children will be reparented to the deleted task’s parent.  Selecting subtree will delete the task and all its descendents.

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How to – Change the owner of a task

From the task form, tap the owner field.  You can select any other ForeSource user in your organization to become the new task owner

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Why can’t I unfollow a task

If you are the owner of the task, you cannot unfollow the task.

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How to – Follow/Unfollow a task

From the task form, you can choose to follow or unfollow a task by pressing the bell icon in the upper right.  If the icon is blue, you are following the task.

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What is a task type

Task types are a way to group tasks that share a similar characteristic.  Types are defined by the user and can be created or updated at any time.  Types can represent functional responsibility (eg permitting, purchasing) or milestones (eg inspection).

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How to – Create a task type

In the search bar on the task type list, begin typing the name of the task.  The list will filter for matches.  If you do not find the task you are looking for, press the ‘+’ icon on the search bar.  When the task form opens, you can choose the color for the task type.

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Why can’t I change the dates for a parent task

Parent task dates and durations are controlled by their children.  The start date is the earliest start date of its children and the end date is the end date of its latest child.  To adjust the dates of the parent, you have to adjust the dates of the children.

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