Tasks

You can work with the tasks assigned to a project.

This task shows you how to:

View Tasks

Click the Tasks tab to view tasks.

You see task cards on the board.

View Task Cards

Task cards can have these icons:

Icon Description
(Priority)

. Low priority.

. Medium priority.

. High priority.

. Urgent priority.
Indicates attachments or deliverables.
The task is scheduled manually (start and end date is fixed).
A task in the "To Do" state with a planned start date in the future.
(Date) The due date of the task.
(Assignee) The assignee.
(State) The current lifecycle state.
(Progress Bar)

A colored progress bar displays with the percentage complete for Project Planning tasks, WeDo tasks, and Lean tasks along with the risk level. The coloring for the risk level is as follows:

  • Green: The task is on-time in the schedule.
  • Orange: The task is behind schedule (at risk).
  • Red: The task is late.
  • Gray: The task is done.

Work with task cards using drag actions:

  • If you drag an unassigned task to "In Work," the task is assigned to you.
  • You can drag any object on to a task card. If the dragged object is a person object, it is added as an assignee. If it is another object type, it is added as an attachment unless the task is "In Work" or “Completed” in which case the object is added as a deliverable.
  • You can drag a task card to another widget and reparent tasks.

Change the View and Filter Tasks

  1. Click View by and select a viewing option:

    Option Description
    Status Displays tasks by status columns of "To Do," "In Work," and "Completed."

    To change the status of a task, drag the task from one column to another.
    Priority Displays tasks by priority columns of "Low," "Medium," "High," and "Urgent." Tasks in "Completed" status do not display in the Priority view.
    Planned Date Displays tasks by planned date columns of "Overdue," “Today," "Tomorrow," "This Week," and "Future." Tasks in "Completed" status do not display in the Planned Date view.
    Any owner Shows all tasks for the project. All tasks display regardless of task owner or assignment.
    Owned by me Shows tasks owned by you.
    Assigned to me Filters by tasks assigned to you.
    Include sub-project tasks Shows any sub-project tasks nested at any level. Leaf tasks of all subprojects (including any parent projects) are displayed.

    Column display is determined by Status, Priority, or Planned Date.

    Task display is determined by the combination of these options: Any owner/Owned by me/Assigned to me and Include sub-project tasks..

  2. Click to choose the task tile size. You can switch between small tiles and large tiles . Large tiles also show the task description and tags.
  3. Filter tasks in the tiles. In the global search dialog box, enter a search string and click the option for "Search in Current Tab." The search is case-insensitive. You can enter one or more characters in a string and the wildcard characters "*" and "?".

Create a Task

You can create a task with its details.

  1. Click inside the Create a task ... dialog box.
  2. Type the task name in the dialog box. You can create multiple tasks by pressing Enter after each name.
  3. Click Add and Open to create the task.
    You see the Properties tab.
  4. Enter or view the properties:

    Note: Dragging over the Properties tab opens the tab for dropping an object.
    Field Name Description
    Title The task title as displayed in the task card on the board.
    Description A description of the task.

    If you highlight any text, a text formatting toolbar displays. Click to make a link to a URL.

    Parent The parent project or summary task for the task. Also use this field to reparent a task to another project or to a summary task.

    Click next to the parent name for these options: Properties, Set as Root (disabled for root project), Detach, or Open With → Project Planning.
    Priority Select the task's priority: Low, Medium, High, or Urgent.

    Lean Board

    		This field displays for a 3DLean task.
    Community The community associated with this task. This is set on the project level.
    Maturity State

    To Do means that the task is not started.

    In Work means that the task is started but not completed.

    Completed indicates that the task is finished.

    Percent Complete Use the slider to indicate that the percent complete for the task. If you move the slider to 100%, the Maturity State is set to "Completed."
    Start / End Dates The scheduled dates. The scheduler computes these dates based on task duration and constraints. You are allowed to fix the start and end of the planned dates by clicking next to the date. The scheduler computes the planned end date based on the start date and duration. If the task is in work, the properties show the actual start of the task and the planned end date (actual start + duration). If the task is completed, the properties show the actual start and actual end of the task.
    Estimated Duration The expected duration (work time) of the task with a margin, for example, 5 days +/- 1 day. Setting a margin allows the scheduler to compress or expand the task duration to deal with over-constraint situations. The work time represents 8AM to 4PM, Monday to Friday.
    Attachments Any task-related objects, such as specifications, standards, or documents that are required for the assignee to perform the work. Click to select from your file system. To search, you must enter some search criteria and click to search from the database and drag. You can also drag objects from 3DSpace and 3DDrive.
    • To add multiple 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.

    To add another object, click inside the field or click . Type-ahead is available.

    Click to select Preview, Download, Update, Remove, or Open With (for the apps available to your role). Edit and Undo Edit options are available for 3DSpace and MSF integration documents

    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 theUpdate 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.

    Preview lets you preview 3DSpace and 3DDrive objects and see their properties.

    If you click the attachment name, you can open it in the Compass with supported 3DEXPERIENCE Dashboard Apps. For example, you could open a 3DXML file using 3DPlay.
    Deliverables The objects resulting from the execution of the task. Click to select from your file system. To search, you must enter some search criteria and click to search from the database and then drag.
    • To add multiple file 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.

    To add another object, click inside the field or click . Type-ahead is available.

    Click to select Preview, Download, Update, Remove, or Open With (for the apps available to your role). Edit and Undo Edit options are available for 3DSpace and MSF integration documents.

    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 theUpdate 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.

    Preview lets you preview 3DSpace and 3DDrive objects and see their properties.

    If you click the deliverable name, you can open it in the Compass with supported 3DEXPERIENCE Dashboard Apps. For example, you could open a 3DXML file using 3DPlay.

    Modified The date on which the task was last updated.
    Repository for File Upload The collaborative space and, generally, the container in which the files are uploaded when you drag desktop files on to the attachment or deliverables fields. This can also be a 3DDrive location.

    If this task is associated with a project that has its "Repository for File Upload" updated, the task's repository reflects the repository of the project. Changing the repository of a project or parent task will be propagated to the subtasks. There is no progress bar that shows the progress of the propagation when updating the repository of a task/subtask.

    Click to select Properties or Remove.

    Without the CSV role, you do not have access to the collaborative space for the file upload and you see "No Access" in this field.
    Dependencies Only for a task having a Parent Project. These fields let you define what tasks/milestones the current task depends on (taking place before) and what tasks/milestones are impacted by the current task (taking place after). The scheduler takes into account these dependencies to compute planned dates.

    For more information, see Managing Constraints.

  5. Click Save.
    Take other actions:
    Action Description Link
    People Adds assignees and shows the owner. Assign People
    Comments Creates comments, replies to, and endorses. --
    Complete Sets the maturity state to Completed. --
    Re Open Reopens a task from the Completed state. --
    Delete Deletes the task. --

Edit a Task

  1. Click to the right of a task card to take these actions: Edit, Open project item, Assign to Self, Complete or Re Open, and Delete.
  2. Edit a task by clicking it. To edit its properties and other attributes, see Create a Task.
  3. Add user-defined 6WTags to a task by selecting and clicking . The added tags for the task displays in 6WTags. Select the tags that you want. For more information, see Filtering with 6WTags.
    The tags for the task display in 6WTags. If you assign coloring for a task under its Type attribute, the coloring displays on the left side of the task card. This allows you to distinguish cards based on color.

Edit the Project

Click in the upper-right corner to display the properties of the current project. You can edit the properties. For more information, see Edit a Project.

Assign People

You can work with assignees and view the owner.

  1. Click People.
  2. Work with these fields:

    Field Name Description
    Assignees To add an assignee, enter the name. You can extend assignments beyond plan members by clicking to search. Filter the search results using tags . You can also search for people from the global toolbar and then drag.

    assigns the task to yourself.

    For an existing assignee, click to select Properties or Remove.

    If you click the assignee name, you can open it in the compass with any supported 3DDashboard app.

    Owner

    The owner of the task. The task owner can change the ownership to any platform user. A Leader can also modify this field. A Leader cannot change the owner of a WeDo task.

    Changing the owner of a project or parent task propagates to the subtasks.

    Click to view the properties.