Post task update dialog box
This dialog appears when you click a workflow task in view mode. Use this dialog as a quick alternative to editing the entire workflow, when you need to update a single task only. From this dialog, you can update certain items, add task attachments, and add comments to the revision history of the project.
The Post Task Update dialog box contains two tabs, Status and Attachments.
Status
The Status tab contains the following fields.
Fields on the Status tab
Field
Description
Owner(s)
The task owner or owners. At the task level, project members are referred to as task owners.
That is, in the workflow spreadsheet, you use the Members column to add people to a task; this column refers to project members. When you open the task in the Post Task Update screen, these members are listed as Owners (which refers to task owners).
Target Dates
The target start and end dates and duration for the task. You can edit either or both of the date and time selectors to update the information.
Status
The status of the task. Edit this field by selecting a value from the pull down menu.
% Complete
The current progress for the task. Enter a number 0-100 to change the value.
Actual Effort
The effort for the task, measured in days. Enter a value to update the field. This field can contain partial days, for example, 3D-2H-0M.
Forecast /Actual date and time fields
The Forecast/Actual begin and end dates and times for the task. You can edit either or both of the date and time selectors to update the information.
*
Begin and end dates are mandatory; you receive a warning if you attempt to save without entering values for both fields. Additionally, the system checks to ensure that the end date is not earlier than the begin date.
Comments
Displays comments for the task. You can enter text to update the field.
These notes go in to the revision history of the project and any notifications that may be sent about the task.
Enable Task Attachments
A flag to determine whether the task can contain attachments. This field is visible to project owners only. Check the box to allow the task to contain attachments.
*
Make sure that you close the dialog box by clicking either Save and Return or Cancel; if you do not use one of the buttons to close the dialog box, the task can remain locked, and no one else can edit it.
*
To change the state of a finished task back to active, you must set both the Status to Pending, and the % Complete field to an integer less than 100. If you do not change both fields, after you close the dialog box, the task is still marked as completed.
Attachments
The Attachments tab contains the following fields.
Fields on the Attachments tab
Item
Description
Current attachments section
The top portion of the page describes the current attachments of the task. It contains the following columns of information for each attachment:
*
File: Contains a link to the attachment file and describes the file type and size.
*
Description: Contains revision history and description for the attachment.
*
Actions: Contains links for deleting the attachment or for sending the attachment by email.
File to Attach
Contains a dropdown menu that allows you to specify the source of the file to attach.
Browse
Click to browse your computer or the asset libraries for the file to attach.
Comments
Use this text box to add any comments for the attachment.
Attach Selected File
Click to attach the selected file or URL.
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