Tasks

Modified on Thu, 27 Aug at 3:56 PM

The Tasks module is a single, project-wide list of every task created across all of a project's milestones and initiatives — so instead of opening each one separately, you can see everything that's open, who owns it, and when it's due, in one place.

Using the task list

  • Each row shows the task's Status, Due Date and Owner, along with its Parent — the milestone or initiative it belongs to.
  • Select the Parent link to jump straight to that record and see the task in context alongside its related tasks.
  • Use the project selector at the top of the page to switch which project's tasks you're viewing.

Tasks are created from within a milestone or initiative, not from this list. Open the relevant record, select + Add Task, and the new task will then appear here alongside every other task for the project.

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