Actions – Task Details

You may add more details to the task by clicking on the corresponding task title from the Task Grid View.

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Figure 1.1

Enter the following details and click Save.

Field

Description/Instruction

Mandatory/Optional

Field

Description/Instruction

Mandatory/Optional

Action

Denotes the action the task has been created for - you can use this drop-down list to move this task to another action if needed.

The Action's start and end dates along with current status is displayed beneath for reference.

-

Start Date

Start date of the task

 -

Task Ref*

Free optional add-on. Contact CAMMS Helpdesk to have this activated.

This functionality enables a new entry field to be visible within this page titled ‘Task Ref’ for inputting either a numeric or alphanumeric code as determined by your organisation.

Optional when activated

Task

Denotes the task title

Mandatory

Responsible Officer

Displays the staff member who is responsible for carrying out this task

Note: If a Staff in inactive, an 'Inactive' suffix will appear next to Staff name.

Mandatory

Tag

Allows you to add tags to the Task. 

Tags must be configured from the ‘Tag Configuration’ area (Strategy Navigation> Administration> Configuration> Tag Configuration) by the administrator in order to add tags here.

Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here.

Optional

Start Date/End Date

Start Date and end date of the task.

Mandatory

Revised Start Date/End Date

Allows you to define the revised start/end date.

 

Optional

Completion Date

Actual date the task has been completed.

Your Administrator can make Task completion date mandatory/optional via Planning settings > Make Task Completion Date Mandatory.

Tip: When ticked, actions and tasks cannot be marked as completed and saved without entering a completion Date which will be considered as a mandatory field.

Optional

(However, this becomes mandatory when you complete the task)

Duration

Allows to enter the duration of the task (in days), calculated based on the start/end date.

Optional

Progress Comment

Allows to specify a progress comment.

Optional

Status

Allows to define the status of the task

Mandatory

Percent Complete

Allows to specify a task completed percentage

Optional

Project Status

Displays the status of the project

 

Milestone Comment

Allows to specify a milestone comment.

Optional


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Actions

 

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