Tasks & Scheduling Overview

Q: How do I create offsets in dependencies?

A: You can add a positive or negative offset by holding down the option or alt key and moving the Task bar in the Gantt. A tooltip tells you the duration of the offset (positive or negative days).

Q: How do I create multiple Tasks at a time?

A: Task Templates are used to create Tasks on an Entity without having to manually recreate them each time. Read more about Task Templates here.

Q: How do I compare actual time versus the bid?

A: This can be done via Time Logs, where the assignee creates a Time Log representing the duration that they worked on a Task. The sum of these durations can then be compared to the bid. Find more info here.

Q: How do I batch edit Tasks?

A: Follow these steps:

1. Click and drag down the cells in your Task page

2. Right click and choose "Edit Selected"

3. Edit the fields in the new edit window

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4 Comments

  • 0
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    Alexandra Lefève-Gourmelon

    Taks Templates link is broken ;)

  • 0
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    Jessica Stern

    How do I mark it as done? It only has "final" as an option which is weird to me. This isn't a to-do list...clearly...

  • 0
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    Alexandra Lefève-Gourmelon

    If you're an admin, you can set the statuses as you want: rename them, add new ones, change the icon...

  • 0
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    Malcom Armstrong

    task templates link still broken

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