Actions – Task Details
You may add more details to the task by clicking on the corresponding task title from the Task Grid View.
Enter the following details and click Save.
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 |
