Tasks

Track and manage action items throughout the lifespan of the project.

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About this course

The Project level Tasks tool allows you to track and manage action items throughout the lifespan of the project.

  • Assign project tasks with due dates to project users
  • Add a comment and change the status of project tasks
  • Integrates with the assignee's My Open Items on the project's Home page and company's Portfolio tool

Curriculum26 min

  • Intro
  • The Value of the Tasks Tool 10 min
  • Setting up the Tasks Tool
  • Configure Tasks Settings in the Company Level Admin Tool 1 min
  • Using the Tasks Tool
  • Add a Task 2 min
  • View a Task 1 min
  • Resolve a Task 1 min
  • Review & Resources
  • Tasks Resources & Review 10 min
  • Conclusion

About this course

The Project level Tasks tool allows you to track and manage action items throughout the lifespan of the project.

  • Assign project tasks with due dates to project users
  • Add a comment and change the status of project tasks
  • Integrates with the assignee's My Open Items on the project's Home page and company's Portfolio tool

Curriculum26 min

  • Intro
  • The Value of the Tasks Tool 10 min
  • Setting up the Tasks Tool
  • Configure Tasks Settings in the Company Level Admin Tool 1 min
  • Using the Tasks Tool
  • Add a Task 2 min
  • View a Task 1 min
  • Resolve a Task 1 min
  • Review & Resources
  • Tasks Resources & Review 10 min
  • Conclusion

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