Tasks

Project Tasks are where all the breakdown and planning effort is applied to the Project. Each Task is a piece of work which has been identified by the manager of a project as an identifiable effort. This needs to be allocated to a Resource, scheduled with a due date, and status maintained on an on-going basis. It also needs to be given an allocation of days so that the allocated Resource knows what time they have available to complete this Task.

A project can have multiple tasks associated with it, but a task can only be associated with one project.

Task Listing

You can view a full listing of all tasks belonging to this project by clicking the ‘Project Tasks’ tab. On this listing you can all important details including Due Date, Task Name, Status, Project, Assigned User, allocated (Days), Billed (Days), Unbilled (Days) and Remaining (Days) for the Task.

Create Task(s)

The Create Task screen in Creatio CRM is designed to facilitate the creation of new tasks within a project. It is logically structured into two primary sections to organize task-related data.

Task Details

By clicking into a Task, full detail can be seen. This sample screen shows the details of a single task.

• Task Information: This section provides basic task details and associations.

• Task Details: This section captures detailed specifications of the task.

• Additional Features

  • Add to Timesheet: Facilitates logging the task into a timesheet.

  • Save: Saves the task details.

  • Cancel: Cancels the task creation process.

  • Feed: Displays an activity feed related to the task.

Fields of the Task Screen

Sr. No.	Field Name	Short Description
1	Project	Name of the project the task is associated with.
2	Task Name	Title or name of the task.
3	Reference ID	Unique identifier for the task.
4	Milestone	Project milestone linked to the task.
5	Milestone Check	Checkbox to indicate milestone completion.
6	Expected Start Date	Planned start date and time for the task.
7	Expected End Date	Planned end date and time for the task.
8	Estimated Hours	Estimated time required to complete the task.
9	Billed Hours	Hours recorded for billing purposes.
10	Task Stage	Current stage or status of the task (e.g., "Completed").
11	Actual Start Date	Actual start date and time of the task.
12	Actual End Date	Actual end date and time of the task.
13	Invested Time	Total time spent on the task (if available).
14	Assigned User	User assigned to perform the task.
15	Priority	Level of urgency for the task (e.g., "Low").