4.9 Tasks

Tasks

Creating a Task

Creating a Task

 

This page describes creating a project task in Clarizen and includes the following sections :

 

 

​ About Creating Tasks

 

Tasks can be created from the Navigation Panel , a Work Plan as well as from the Tasks and Work Items module.
Recurring tasks can be added to work plans, and only via Work Plan panels .

 

 

Creating a Task via the Navigation Panel

 

  1. Click

    The Navigation Panel opens.
  2. Click New and select Task .

 

The Add New Task pop-up window or in-line editor opens.

 

Note: Clarizen in-line editors are equipped with and ​ options, whereas pop-up windows are not.
Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline
editors by your organization's Admin user, via Layout Settings .

 

Figure 1: Add New Task

  1. Enter the task name.

    To upload a custom icon , click the default task icon on the left.

  1. Click the link below the Name field to change the parent .
Note: The task remains defined as a 'To Do List' item unless a parent item is selected.

 

  1. Click the Start Date field to define the task's start date .
  2. Click the Due Date field to define the due date.
  3. In the Resources field, click to select one or more resources .
  4. Click

The new task opens in Item Detail view .

 

 

Creating a Task from a Work Plan

 

  1. Navigate to a project's Item Detail view.
  2. On the Work Plan ribbon, click and select Task .

 

A new task window opens.

Figure 2: Add New Task

  1. Follow Steps 3 through 8 of Creating a Task via the Navigation Panel .

 

Creating a Recurring Task

 

  1. Navigate to a project's Item Detail view.
  2. On the Work Plan ribbon, click and select Recurring Task .

    A new Recurring Task pop-up window opens.

Figure 3: Recurring Task Pop-up Window

 

  1. Enter the task name.

    To upload a custom icon , click the default task icon on the left.

  1. Define the Recurring Task Pattern Duration fields with the required amount value, and click to define the duration period.

  1. Define the frequency fields.

 

  1. Define the Recurring Task Range Start date field and End after o ccurrences or End by fields.
  2. Click

    The recurring task is generated and the server is updated.

    OR

    Click


    The recurring task is generated and new Recurring Task pop-up window opens.

Creating Tasks from Modules

 
Note: The inclusion of specific modules in the Navigation Panel is defined by your organization's Admin user via
the Layout Settings .

 

Creating a Task from the Tasks Module

 

  1. Access the Tasks module.
  2. Click located on the ribbon .

    The Add New Task window opens.
  3. Follow Steps 3 through 8 of Creating a Task via the Navigation Panel .

 

Creating a Task from the Work Items Module

 

  1. Access the Work Items module.
  2. Click located on the ribbon .
  3. Select Task from the drop-down menu.



The Add New Task window opens.

 

  1. Follow Steps 3 through 8 of Creating a Task via the Navigation Panel .

 

Creating a To Do List Item

Creating a To Do List Item

To Do List items are 'stand alone' regular tasks unconnected to any project or other Clarizen parent item, and are therefore
not under any project hierarchy . Creating a To Do List item is done the same way as creating a task yet refraining from changing
(defining) the new item's parent
in order for the new task to be defined as a To Do List item.

 

Tasks Module

View Navigator

View Navigator

 

 

Clarizen's View Navigator ' out-of-the-box' default view options vary from module to module. The figure below shows the
Tasks Module out-of-the-box' default view options.

 

Figure 1 : Tasks Module View M anager

 

Grid

Grid

The grid is Clarizen's standard data table display for viewing, managing and editing data and items in most modules .
A grid display is one of three display type options used to configure several of the out-of-the-box view options available in
the View Navigator for most modules.

Using the Time Range Filter enables filtering the grid to show items and events occurring during the actual period/date(s)
defined.

Clicking the icon, located above the ribbon enables managing grid column sets which can then be further filtered
and sorted .

 

Figure 1: Tasks Module Grid

 

Searching and Filtering

Searching and Filtering

The Tasks module can be searched and filtered for items and data using the Contextual Search and the Time Range Filter .

 Note: Clarizen can be searched globally using th e Global Search tool .

 

Ribbon

Ribbon

The Tasks module ribbon , located under the masthead (at the top-left) provides controls for performing actions on selected items .

Figure 2: Tasks Module Ribbon

 

Relations Panel

Relations Panel

The Tasks module grid displays include t he Relations Panel , located on the right-hand side of the screen.

 

The Relations Panel displays any related items, such as assigned resources , files , and discussions , etc.) of a selected item type in the grid, as well as cases including bugs, issues and requests, and enables working with the related items while staying in context of your original view.

The panel is blank when multiple ​items are selected.

 

Properties Card

Properties Card

A Task's properties card can be accessed from the Tasks module by selecting the item in the grid , and 

clicking located in the Relations Panel .

 

 

View Navigator

View Navigator

 

Clarizen's View Navigator 'out-of-the-box' default view options vary from module to module. The figure below shows the
Tasks Item Detail out-of-the-box' default view options.

 

Figure 1 : Tasks Detail View M anager

 

Task Detail View

Task Building Your Work Plan

Building Your Work Plan

The Work Plan panel is available in all work item detail views and enables adding tasks to build out the structure of your
​project.

 

 

Task Expenses

Expenses

Expenses are a user's expenditures linked to their work activities. The Expense Sheets module can be used to track relevant information about expenses such as the following items:

  • What was purchased
  • How much was spent
  • Reason for purchasing
  • Whether purchasing was done within the activities of a specific project
  • Whether an expense is billable to a customer
  • Whether an employee needs to be reimbursed

 

 

Task Cost and Revenue Performance

Cost and Revenue Performance

Cost and Revenue Performance in Clarizen has several 'out-of-the-box' KPIs to measure cost and revenue performance, including CPI and RPI.

You can link work-related cases directly to wok items using the 'Related Work' link, thus enabling you to track cases or work items directly. Alternatively, you can view which work items are affected by an individual case.

 

Task Work Plan

Work Plan 

Work Plan panels provide a clear, easy to follow view of work items broken down into sub-items in a tree format.
In project management terminology, this is a WBS, a work breakdown structure.

 

 

Task Discussons

Discussions

Discussions on a specific task in Clarizen can be initiated, shared and replied to in order to facilitate work item team or group collaboration.

Discussions centered on a specific task appear in the task Relations Panel and dedicated panels in task Item Detail views .

Note: Discussion panels shows w hen no discussion exist.

 

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