Post Task Update dialog
To provide a quick update for a workflow task when the Workflow tab is in spreadsheet view mode or timeline view mode, click the task name. The Post Task Update dialog opens. 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 a subset of task values, add attachments, and add comments.
The Post Task Update dialog box contains two tabs, Status and Attachments.
Different options display when you click the name of an approval task. For more information, see To start an approval process from view mode.
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When you open the Post Task Update dialog for a task, the system locks the task to prevent anyone else from editing it. Make sure that you close this dialog by clicking either Save and Return or Cancel; otherwise, the task can remain locked and no one else can edit it.
Task status tab
The Status tab contains the following fields.
Fields on the Status tab
Field
Description
Owner(s)
Display only. The task owner or owners. At the task level, project members are identified as task owners.
To change the task owners, you use workflow spreadsheet edit mode: in the Members column, add people to a task.
Target Dates
Display only. Calculated start and end dates and duration for the task. To update these values, change the values in the date and time fields.
Status
The status of the task. Select a value from the supplied list.
Enable attachments
Project owners and the administrators who design workflow templates can indicate whether members can add attachments for the task.
% Complete
Progress for the task. Enter a whole number from 0 - 100.
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To change the state of a task marked as finished back to active, you must change the Status to Pending and the % Complete to a number less than 100. If you do not change both values, the task remains marked as completed after you save.
Actual Effort
The time that is spent on the task. Click the field to enter a value in days, hours, and minutes, for example, 03D-02H-00M.
Forecast /Actual date and time
The begin and end dates and times for the task.
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Begin and end dates are required; an error message displays if you attempt to save without entering both values. Additionally, the system checks to ensure that the end date is not earlier than the begin date.
Comments for revision history
Enter notes to include in the revision history of the project and in any notifications that are sent about the task.
Workflow Notes
Enter notes to display with the task in spreadsheet view or edit mode.
Task attachments tab
The Attachments tab contains the following fields.
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Only the owner of a task can add an attachment. You can identify member roles and members for tasks in edit mode.
Fields on the Attachments tab
Item
Description
Attachments
The top of the page lists current task attachments. The following information displays for each attachment:
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The attachment name, which is a link to the attachment.
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The file type and size.
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A description, including the date and time the attachment was added, the name of the person who added it, and any additional comments.
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Links for removing attachments or for sending the attachment by email.
File to Attach
Select the source of the file to attach.
Browse
Click to browse your computer or the asset libraries for the file to attach. Supported file formats include DOC, PPT, XLS, PDF, GIF, JPEG, PNG, and MPP.
Comments
Enter text to describe the attachment.
Save Attachment
Click to attach the selected file or URL.
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