Title
|
The title of the task. |
Description
|
A description of the task. |
Percent Complete
|
The percent of the task that is complete. Move the
slider in increments of 10 percent. Moving the
slider from 0 to any higher value promotes the task
to the Active state. This field is available in the
task's properties after the task is first
created.
When you change the percent complete to 100% and if
"Needs Approval" is set to "No," the task state
changes to Completed. If "Needs Approval" is "Yes,"
the task state changes to “In Approval.”
When you change a draft task state to "In Work," the
percent complete is changed to 10%.
When you change a completed task state to "In Work,"
the percent complete is changed to 90%.
When you change a task state to "To Do" (in the
properties panel or by dropping), the percent
complete is changed to 0%.
|
Maturity State
|
The state of the task:
Draft keeps a task private and
visible only to its owner.
To Do makes the task visible
to the assignees.
In Work means that the task is
available to be worked on.
In Approval means that the
task work has been completed and it is under review.
Completed indicates that the
task is finished.
|
Estimated Dates |
The dates on which you expect the task to start and finish. |
Estimated
Duration
|
The estimated duration value for the
task, along with units of Days or
Hours. For a project task,
the default duration is 1 day. |
Attachments
|
Any task-related file. Click to select from your file system. To search, you must
enter some search criteria and click to search from the database and use drag. You can
also drop a document from 3DDrive. See Drag and Drop.
- To add multiple file attachments, enter each
object name separated by a comma. Then press
Enter or click
. The search result is shown from which you can
select multiple objects and click
OK.
- To download an attachment to your desktop, click
next to the attachment's name.
- Click
to select
Preview,
Download,
Remove, or Open
With (for the apps available to your license).
If you click the attachment name, you can open it in
the compass with any supported 3DDashboard app. For example, you
could open a 3DXML file using 3DPlay.
To add another file, click inside the field or click
. Type-ahead is available.
For a document created with the Document Management
service, these commands are available:
- Click
to select Preview,
Update,
Edit/Undo Edit,
Download,
Remove, or Open
With (for the apps available to your license).
The above commands are disabled if you
do not have "lock" rights to the document. Clicking
the Download command
downloads the file to your desktop and locks the
file. If the Microsoft Office integration is
installed, and the file is a Microsoft Office file,
a Microsoft Office application opens the file.
Clicking the Update command
lets you choose the file to upload. After a
successful update, the file is "unlocked" and a new
version of the file is created. |
Deliverables
|
A deliverable is what is produced by the task. Click to select from your file system. Or click to search from the database and drag. You can also
drop a document from 3DDrive. See Drag and Drop.
- To add multiple deliverables, enter each object
name separated by a comma. Then press
Enter or click
. The search result is shown from which you can
select multiple objects and click
OK.
- To download a deliverable to your desktop, click
next to the deliverable's name.
- Click
to select
Preview,
Download,
Remove, or Open
With (for the apps available to your license).
If you click the deliverable name, you can open it in
the compass with any supported 3DDashboard app. For example, you
could open a 3DXML file using 3DPlay
To add another deliverable, click inside the field or
click . Type-ahead is available.
For a document created with the Document Management
service, these commands are available:
- Click
to select Preview,
Update,
Edit/Undo Edit,
Download,
Remove, or Open
With (for the apps available to your license).
The above commands are disabled if you
do not have "lock" rights to the document. Clicking
the Download command
downloads the file to your desktop and locks the
file. If the Microsoft Office integration is
installed, and the file is a Microsoft Office file,
a Microsoft Office application opens the file.
Clicking the Update command
lets you choose the file to upload. After a
successful update, the file is "unlocked" and a new
version of the file is created. |
Processes
|
A simulation process or simulation
process template associated with this task. To search,
you must enter some search criteria and click to search from the database and drag. You can also
drop a simulation process from the Process Composer
app or a simulation
process template from the Process Experience Studio
app.
- To add multiple process objects, enter each
object name separated by a comma. Then press
Enter or click
. The search result is shown from which you can
select multiple objects and click
OK.
- Click
to select Properties,
Remove, or Open
With (for the apps available to your license).
To add another simulation process or process
template, click inside the field or click . Type-ahead is available. |
Task
Requirement
|
Defaults to "Optional," meaning this task does not need to be in the
Complete state for its project to be completed. This
setting can be changed to "Mandatory" in the Project Management
app. |
Collaborative
Space
|
The collaborative space for users
working this task. This is read-only and assigned when
the task is created. |
More
|
Click More to see additional fields. Fields
include Actual Duration,
Actual Dates (Start/Finish),
Created,
Modified, and
Needs Approval. |