About Working on Your Tasks

The work that you do on a task varies depending on the nature of the task and your business processes. Minimally, to complete a task, you need to indicate that the completion percentage is 100% and enter an actual completion date. Most tasks also include some sort of deliverable that you can add to the task, such as a document. Many tasks also require that you include other people as task assignees, define subtasks and assign them to people, and route the task for approval.

Ways to Work on Tasks

Work on your tasks by choosing one of the following:

To work on a task by:

Perform these steps:

For more information, refer to:

Routing the task to be reviewed, commented on, or approved by others

Route the task and all its components to other project members and non-members.

When a task is 100% complete, the system promotes it to In Approval, if the "Needs Approval" attribute is set as "Yes." During the In Approve state, the task assignee typically creates a route to get approval for completing the task. The assignee can route the task at any point in the lifecycle to gather comments and feedback. Otherwise, the task is promoted to Completed, if the "Needs Approval" attribute is set as "No."

Note: A route created under a project task contains only content from bookmarks or sub bookmarks from the task's project and task's deliverables.
 Collaboration and Approvals User's Guide: Routes

Adding links to relevant Web sites

Add bookmark URLs for the task.

 About Favorites

Participating in discussions about the task

Post messages regarding the task and view replies from others.

 Collaboration and Approvals User's Guide: Discussions

Managing risks for the task

Define risks that could prevent the task from being completed.

 About Risks

Indicating your progress in completing the task

To indicate incremental progress on the task, update the % Complete. When you indicate anything above 0%, the system promotes the task to In Work.

When the task is complete, choose 100% Complete. The system promotes the task to In Approval.

 Indicating Progress in Completing a Task

Completing the task

After having the task reviewed and approved (usually by routing the task), enter an Actual Finish Date, which promotes the task to Completed.

Your business process may require the Project Lead to complete the task instead of the task assignee.

 Indicating Progress in Completing a Task

Monitoring other information for the task

View approvals needed for the task.

View the lifecycle for the task, including signature requirements and blocking routes.

View a history log of actions performed on the task.

 Approvals Page