Actions within the Tasks Table
Guided Sourcing full projects allow you to complete most task and phase actions directly from the Tasks panel.
If you can act on a task, the Action column contains buttons you can use to complete the action. For example, Approve and Reject buttons are available if you're the current (active) approver for a task.
Your capabilities in a project control the task-related actions available to you.
Project owners and task owners can complete most task-related actions, although certain actions, like approving or reviewing a document, are limited to users specified in the task.
Viewing, Editing, and Moving
- To view a task's or phase's details, select a task's or phase's name.
- To review a task's associated document or view the details of a task's associated folder, select the document's or folder's name in a task’s Associated document column. If a document's file type isn't supported for previewing, the document downloads automatically.
- To edit a task or phase's name, owner, due date, or associated document from the Tasks table, hover over one of the fields, select the Edit icon, and take the necessary action.
- To move a task or phase to another location in the Tasks table, select and hold on any part of a task's or phase's table row, then drag it to the desired location in the table.
- To edit a task's or phase's detail fields, select a task's or phase's More actions icon and choose Edit task or Edit phase.
- To filter entries shown, select the filter icon and create one or more filtering statements that include or exclude entries based on column values. For example, you can show only approval tasks with the status Not Started.
- To show or hide columns, select the gear icon to open a selector to choose the columns to show or hide.
Starting, Completing, and Canceling
- To start a task, select Set to started,Start schedule, or Submit.
- To start a recurring phase, navigate to a recurring phase's table row and select Start recurrence.
- To complete a task, select the appropriate action button in a task's table row:
- To indicate that a to-do task is complete, select Set to complete.
- To complete an approval task as an approver, select Approve or Reject.
- To complete a review task as a reviewer, select Complete review.
- To complete a review task as the task owner, select Set to complete.
- To complete a notification task that requires manual completion, select Set to complete.
- To cancel an optional task, check the box next to an optional task's name and then select Cancel optional tasks.
- To stop or restart a recurring phase, locate an instance of the recurring phase and select the More actions icon, then choose Show recurrence. In the master recurring phase's table row, select Stop recurrence or Restart recurrence.
Creating and Deleting
- To create a new task or phase, select Create, then choose Phase or Task.
- To create a new subphase or task inside an existing phase, select an existing phase's More actions icon and choose Create subphase or Create task.
- To delete a task or phase that wasn't inherited from the project template, check the box next to the name of a task or phase and then select Delete.