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Project Tasks

Project Tasks is a display mode of the project Calendar facility, that you can use to:

  • Review the tasks across the project over a period of time
  • Review the progress of those tasks
  • Create new tasks
  • Display and edit the details of the task
  • Allocate a resource to a task
  • Delete a task
  • Create and send an email to the resource assigned to a task
  • Create and send an email to the owner of the task

In Project Tasks mode, the 'Diary' panel shows the selected period of time (see the Project Calendar topic), with at least one icon representing each project task scheduled during that period. The icon represents an independent record of the task - there are no comparisons or validations of the tasks. Therefore you can have separate icons for the same task, with different resources allocated or no resources allocated; you can even have identical task records, if these serve a purpose for you.

Each icon shows the task name and resource name, and indicates the status of the task with one of these symbols:

  • a green square, indicating that the task has been scheduled
  • a green tick, indicating that the task is complete
  • a red square, indicating that the task is incomplete
  • a square divided diagonally with green and red halves, indicating that the task is to be completed within one working day

Typically, while a task is in progress it is represented by:

  • An icon with a green square on the day the work is planned to start, and
  • An icon with a red square on the day the work is planned to finish

When the work is complete, the icons on both days display the green tick.

Tasks can be created and managed through this view of the Project Calendar, or the:

  • 'Tasks' tab of the Project Status window, or
  • 'Project Tasks' tab of the Personal Tasks window

Access

Ribbon

Start > Today > Calendar > Project Tasks

Manage Project Tasks

Option

Action

See also

Create a task

Either:

  • Double-click on the date cell in which the task is to start
  • Right-click on the cell and select the 'Add New Task' option, or
  • Click on the down-arrow next to the first icon in the Calendar toolbar, and select the 'New Task' option

The 'Task Details' dialog displays, through which you create the task.

Add, Modify and Delete Tasks

Display and edit a task

Either:

  • Double-click on the task
  • Right-click on the cell and select the 'Properties' option, or
  • Click on the down-arrow next to the first icon in the Calendar toolbar, and select the 'Properties' option

The 'Task Details' dialog displays; if necessary, edit the information.

Add, Modify and Delete Tasks

Allocate a resource to a task

Certain tasks might not initially be assigned to a resource, but might later require specific assignment to finish them off.

Open the task to edit it, click on the drop-down arrow in the 'Assigned' field and select the required resource.

Delete a task

Right-click on any icon for the required task and select the 'Delete <task-name>' option.

You are prompted to confirm the deletion; click on the Yes button.

Create and send a message to the task owner

Right-click on any icon for the task and select the 'Message Owner' option.

The 'Model Message' dialog displays, on which you create and send your message to the user who owns the task (as identified in the 'Task Details' dialog).

If the task does not have a defined owner, this option does not operate.

Create a Message

Create and send a message to the resource assigned to the task

Right-click on any icon for the task and select the 'Message Assigned <resource name>' option.

The 'Model Message' dialog displays, on which you create and send your message to the resource assigned to complete the task (as identified in the 'Task Details' dialog).

If the task does not have a defined resource, this option does not operate.

Locate task start date corresponding to task end date

Firstly, click on the end date icon for the task to highlight it; the corresponding start date icon is also highlighted.

If the start date icon is not in view, right-click on the end date icon and select the 'Show Start/End' option; the display scrolls to show the start date and the start date cell is highlighted.

Locate task end date corresponding to task start date

Firstly, click on the start date icon for the task to highlight it; the corresponding end date icon is also highlighted.

If the end date icon is not in view, right-click on the start date icon and select the 'Show Start/End' option; the display scrolls to show the end date and the end date cell is highlighted.

Refocus display on today's date

Right-click anywhere on the display and select the 'Show Today' option.

The display returns to today's date, which is highlighted and outlined.

Notes

  • The Project Calendar is available in the Corporate, Business and Software Engineering, System Engineering and Ultimate editions of Enterprise Architect
  • In the Lite edition of Enterprise Architect, you can view Calendar entries but not change them

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