Task Elements

• Overview
• Creating a Task
• Editing a Task
• Marking a Notification as Read on a Task (or Other Element)
• Searching for a Task

Overview

Tasks are a type of Project Element that allow you to assign certain duties or jobs to users within your system. This can be used for internal or external duties. 

Creating a Task

1. Click the  New Element icon in the top right-hand side of the screen.
2. Choose Task.
3. Enter the new Task information.
4. Click OK.

Editing a Task

1. Open up the Task that you want to edit.
2. In the right-hand Workbench Menu, click the  Modify icon and select Edit Header.
3. Edit the Task information.
4. Click OK.

Marking a Notification as Read on a Task (or Other Element)

When the Notifications tab on a Task turns red (because there are unread notes), you can go to the Notifications tab and mark a note as "read" so the tab will return to its normal color. You can also mark the notification as "unread" if needed.

1. Click the Notifications tab on an element with unread notes.
2. Click Mark as Read in the column of the notification that you want to mark as read.

Marking a notification as "read" will only apply to you (the currently logged in user). Other users will have to mark notes as "read" separately.

Searching for a Task

From the Resource Browser:

1. Click the Search tab in the Resource Browser.
2. Choose "Tasks" from the drop-down filter.
3. Enter your search into the search bar.
4. Double-click the Task to open.

From the Main Menu:

1. Click the  Main Menu, select  Projects, and then choose Tasks.
2. Enter your search into the search bar.