Opening a Task

You can access all the information related to a task.

  1. Click a task in a project schedule, or search for a task.
  2. Use the categories in the navigation pane to access information related to the task.

    Category Name Page Tabs Description See

    (name)

    		N/A

    Lists the schedule for the task.

    		Task Properties Page

    Assignees

    		N/A

    Lists the people assigned to the task. Assignees can be assigned as an owner, assignee, or reviewer. They can be project members or from outside the project.

    		Task Assignees Page
    Collaboration Bookmark URLs Lists the bookmark URLs Favorites
    Decisions Lists the decisions Collaboration and Approvals User's Guide: Decisions
    Discussions Lists the discussions Collaboration and Approvals User's Guide:

    Discussions

    Meetings Lists the meetings

    Collaboration and Approvals User's Guide:Meetings

    Attachments Attachments Displays a list of attachments, such as reference documents, bookmark URLs, controlled bookmarks, and bookmark folders.

    Note: A removed document only gets disconnected from the parent and remains in the database. A document in any state does not get deleted from the database.

    		Reference Documents
    Favorites Lists the bookmark URLs for the project . Favorites Page

    Deliverables

    		N/A

    Displays a list of deliverables, such as documents, bookmark URLs, controlled bookmarks, and bookmark folders

    		Deliverables Page

    Favorites Page

    Dependencies

    		N/A

    Lists the tasks that this task depends on in order for the task to start or finish.

    		Dependencies Page

    Efforts

    		N/A

    Shows the resource effort for the task.

    		Efforts Page

    Properties

    		Properties

    Shows basic information about the task.

    		Task Properties Page
    Resolves Shows the issues resolved by the task Collaboration and Approvals User's Guide: Resolved By Page for an Issue
    History Shows the history of actions performed on the task 3DEXPERIENCE Basics: Viewing History for Content
    Lifecycle Shows the lifecycle state of the task Task Lifecycle

    Risks

    		N/A

    Lists risks that are created for the task.

    		Risks and Risk Factors Page

    Routes & Approvals

    		N/A

    Lists routes and approvals for the task.

    Not visible for gates created with the Project Review policy since gates have their own review process.

    		Collaboration and Approvals User's Guide: Routes

    Approvals Page

    Opportunities N/A Shows the opportunities associated with the task. Opportunities Page
    Images N/A Shows any images associated with the task. Collaboration and Approvals User's Guide: Images Page
    Issues N/A Lists any issues that are created for the task. Collaboration and Approvals User's Guide: Issues Summary/Issues Category
    Sharing N/A Shows the sharing and specific access controls on the task. 3DEXPERIENCE Basics: Sharing Page