Capture New Task
New tasks can be captured in the given workspace at any time. The following sections can be used to capture relevant details:
| Section | Purpose |
|---|---|
| Basic | Describe the task by Title, Type, and Description. The current workflow status of the task is highlighted by color automatically. |
| Details | Provide details about when to start working on the given task, the Proposed Solution and expected Success Criteria. Plan the effort for the task to allow for reporting and decision making. Set the priority to provide guidance for task execution; the selected Priority drives a priority Flag (red, yellow, green) |
| Images | Upload images to describe the task and its solution. Make use of the remarks fields to provide even more information. Further files may be uploaded in the Files tab. |
| Context | You may optionally connect this task to context items to enable grouping of your activities by business project, project phase and event. If the task has been initiated from an Implementation Request, the given source will be listed here. |
| Assignment | Completion of the task may involve an Implementer. Select the given person in this section and optionally define a target completion date for the implementation. Once the task is completed, a reviewer may be required to validate the outcome. Select the given Reviewer also in this section and define a target date for the review. Once the Implementer and Reviewer finish their tasks, the actual completion dates and comments of each action will be captured automatically as part of the given workflow actions. |
| Status | Automatic KPIs indicate the days left to complete the task. The selected Implementer may report out on the progress of the task completion while being in the Implementation status using the given Workflow Actions. If this is done, the Progress bar will be updated accordingly. The date of the status update and the action’s comments will be stored in this section as well. |
| Completion | When the task reaches the Complete state, this section will automatically capture the closure comments and date. Actual efforts can be captured in here manually to allow for a comparison against the planned effort and to enable effort roll-ups (e.g. on Phase or Business Process level). |
| Others | Additional KPIs are listed in here to enable further reports and filtering capabilities
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