Project Tasks

Project Tasks represent the individual activities that make up a project. Each task can be assigned to a resource, allocated a duration, tracked through different statuses, and monitored throughout its lifecycle. CRM Project Manager provides a centralized view of all project tasks and enables users to manage task details, dependencies, and timesheets.

Project Tasks List

The Project Tasks tab displays all tasks associated with the selected project.

The task list includes the following information:

Field Name	Description
Due Date	The day the task is scheduled to be completed.
Ref ID	A reference ID associated with the task. This is a full alpha numeric field so you may use this Reference Id to logically group your Tasks together by giving each Task in a group a common prefix. By using this structure for the Tasks, you can order against this Reference Id to see the logical grouping, regardless of sequential start date.
Priority	The priority of the task.
Task Name	The name of the task
Status	The current status or stage of the task.
Project	The Project Name associated with this task
Assigned User	The user that has been assigned the task
Allocated	The amount of days (or part thereof) that have been assigned to the task
Billed	The amount of billable days (or part thereof) that have been assigned to the task.
Unbilled	The amount of billable days (or part thereof) that have been assigned to the task.
Remaining	The amount of days (or part thereof) that are remaining on this task.

Task Details

Selecting a task opens the Task Details screen, where additional task information can be viewed and maintained.

The Task Details screen includes the following information:

Field Name	Description
Task Name	The full length text description for the Task
Project	The name of the project associated with this task
Priority	The priority the task has been assigned.
Allocated (Hours)	This is planned allocation of time for this Task in units of Days. This by default is set to days or part thereof. This allows partial days by decimal precision. E.g. 2 Hours is conventionally .25 of a day.
Remaining	The remaining time on the task
Due Date	The date the task is due to finish.
Status	Pending – Default value, the Task is queued to be set up and managed In Progress – The Task is now underway and used in reference of Timesheets Complete – The Task is deemed completed and closed Cancelled – The Task was cancelled
Assigned User	This is the planned Resource or User who is allocated this Task. Note this is a planned User but there is no restriction to allow other Users to log Timesheets against this Task. This allows for ultimate flexibility.
AP Rate	A currency vale. The Accounts Payable Rate
AR Rate	A currency vale. The Accounts Receivable Rate
Billed	This is a calculated field of the total number of days that have been drawn down as billable days in Timesheets on this Task.
Description	Full detail on the Task itself. This can be used to update all concerned of status and progress of the Task.

Task Management

From the Task Details screen, users can perform the following actions:

• Update task information.

• Change the task status.

• Copy an existing task.

• Create Timesheet entries against the task.

• Monitor allocated, billed, and remaining time.

Copy Task

CRM Project Manager provides a Copy Task feature that allows users to create a duplicate of an existing task.

When a task is copied:

• The task details are copied to the new task.

• Users can modify the copied task as required.

• The copied task can then be saved as a separate project task.

This feature simplifies the creation of similar tasks within a project and helps reduce repetitive data entry.