Task Entry

Menu Location: Main > Tables > Tasks > Task Entry

Task # - this field auto-populates
Requested By - name of person requesting task
Task Type - type of task (user-defined types)
Category - used to categorize tasks (user-defined categories)
Description - short (high level) description of request
Long Description - details for the task request
Status - user-defined
Contact Info - company, if applicable, or person
Assigned To - person responsible for resolving task request
Assigned Group - group (predefined), if not a single person
Task Coordinator - person coordinating task with customer upon completion of work if different from Assigned To
Assigned Contract - contract number, if task request applies to a contract
Est Hours - estimated time to complete this task
Total Hours - auto-populates by summing all worklogs related to task
Total Est Hours - total estimated hours of main task plus estimated hours of all sub tasks
Submitted Date - auto-populates to current date/time
Target Date - goal date to complete task
Start Date - date to start task
Due Date - date task must be completed by
Completed Date - upon clicking Mark Complete button, auto-populates date/time
Cancelled Date - upon clicking Cancel Task button, auto-populates date/time
Parent Tasks - shows parent task when there are sub tasks
Sub Tasks - shows all sub tasks when on the parent task record
Project - denotes task and sub tasks (if any) as a project and will display on the Task View Dashboard when Projects is selected

Buttons (Main Tab)

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