About tasks and how they work

• Creating a task
• Overview of the task modal
• Reassigning a task
• Adding comments to tasks
• Attaching files to tasks
• Adding and managing dependencies
• Adding subtasks
• Viewing the task activity log
• Deleting a task

Creating a task

Tasks can be created in multiple ways in Forecast.

Creating tasks from Scoping

1. Click on Projects from the top bar.
2. Select All Projects from the dropdown.
3. Select your project.
4. In the left side panel, click Scoping.
5. Click +New task to create a task.

Creating tasks from Create

1. Click the Create button in the upper right corner.
2. Select Task.

Creating tasks from Task Board

1. Click on Projects from the top bar.
2. Select All Projects from the dropdown.
3. Select your project.
4. In the left side panel, select Task Board.
5. Create a task in the New task field of each workflow column.

Creating tasks from project Timeline

1. Click on Projects from the top bar.
2. Select All Projects from the dropdown.
3. Select your project.
4. In the left side panel, select Timeline.
5. Click and drag across the timeline.
6. Select task from the pop up to create a task.

Overview of the Task modal

Once a task is created, there are a number of parameters that the users are able to adjust. To access these, simply click on a task to open the task modal. The task modal can be divided into four (4) parts:

Task details and statuses (Top white bar)

Items from left to right:

1. • Shortcut - by clicking the arrow, users will be transported to the parent project the task is located in.
   • Project it's located in.
   • Phase it's located in.
   • Workflow status - update the workflow status here by selecting a status from the dropdown menu.
   • Three-dots menu - gives the user access to additional settings and functions related to the task modal, discusses more in detail further in the article.

Task details and statuses (Top colored bar)

Items from left to right:

1. • Task ID and Title.
   • Assignee - select an assignee from the dropdown menu. Users have the possibility to add multiple assignees to a task.
   • Role - select the role for the task from the dropdown menu. In the case of roles only one can be assigned to a task.
   • Start and End Date.
   • Time Estimate - displays the estimated time of completion set for the task.
   • Time Registrations - a field to register time in, also displays past time registrations on the task if clicked on.
   • Remaining Time - displays how much is left from the time estimate until completion.

Items associated with the task (Bottom)

Items from top to bottom:

1. • Task indicators  (left to right):
     • High priority.
     • Bug.
     • Non-billable.
     • Block.
     • Star task. 
   • Description.
   • Labels - helps to categorize tasks. See About labels and how they work for more information.
   • Activity Log.
   • Comments.
   • Creator of the task and the date it was created.

Reassigning a task

Tasks can easily be reassigned in cases e.g. when a new team member is scheduled to work on a task instead of the original assignee.

To reassign a task

1. Click on the task that is to be reassigned.
2. Click on Assignee.
3. Remove the current assignee.
4. Add a new one from the dropdown menu.

Adding and managing comments to tasks

Team members have the possibility to leave comments and tag other team members under a task for better internal communication. Access to tasks is based on permissions. Team members must be assigned to a project's team in order to access tasks within the project. 

To add a comment to a task

1. Open task modal. 
2. Click into the Comment field.
3. Enter comment and press Enter. 
4. The comment is now visible in the Comments section of the task. 

To edit a task comment

1. Open task modal. 
2. In Comments, find the comment to edit or remove. 
3. Click the three dots at the far right of the comment.
4. Select Edit to update the comment. 
5. Update the comment and click Save. 

To delete a task comment

1. Open task modal. 
2. In Comments, find the comment to delete. 
3. Click the three dots at the far right of the comment. 
4. Select Delete. 
5. In the Are you sure? window, select Delete to confirm the action. 

Attaching files to tasks

 In the description field of a task, users can also attach files.

To attach files to a task

1. Click on a task to open the task modal.
2. Go to the Description field.
3. Click the paper clip icon to upload files.

Adding and managing task dependencies

Dependencies can be described as the relationships between tasks that determine the order in which activities need to be carried out. To read more about setting up dependencies between tasks, take a look at Adding and managing task dependencies.

Adding subtasks

Viewing the task activity log

The task activity log includes every update made to the task. To view the task activity log:

1. Click on a task to open the task modal.
2. Click on Activity Log found in the bottom right corner.

Deleting a task

Deleting a task in Forecast is an action that cannot be reversed. Once a task is deleted it's not possible to restore it.

To delete a task within the task modal

1. Click on a task to open the task modal.
2. Click the three-dots menu in the upper right corner.
3. Select Delete.

To delete a task from Scoping/Task Board

1. Go to either Scoping or Task Board.
2. Check the box for the tasks to be deleted.
3. Click Delete on the pop up bar at the bottom of the page.
4. In the Are you sure? window, select Delete to confirm the action.