A Task is a description of an action that needs to be completed by a particular person at a specified time. The Tasks tab lists all the tasks of the project, along with any associated document, the task owner, the due date and status. It also identifies which tasks are milestones by the milestone icon.
The Task types are defined as follows:
To Do
An action (sometimes on a document) performed by the task owner.
Review, Approve, and Negotiate
Task owners create a list of approvers and reviewers who can modify the approval flow and add comments or attachments.
Notification
Generates e-mail reminders. They are typically used once a project is complete. Users configure when they are sent.
Task Examples
Review the task examples for a better understanding of how each task might be used.
Example 1: To Do
To Do: An analyst performs a spend analysis for a specific commodity.
Document To Do: A category manager fills out a preformatted form listing top suppliers for a specific service.
Example 2: Review
An IT director reviews an RFP for IT equipment created by the sourcing consultant and provides feedback.
Example 3: Approval
Legal is responsible for approving terms and conditions documents created by the project owner and provide feedback.
Example 4: Negotiation
The supplier and project owner negotiate delivery terms by updating the delivery terms document.
Example 5: Notification
Reminder for the project owner to award sourcing event and notify awarded and non-awarded participants 30 days after the event due date.
Note
Example DisclaimerThese are only examples to give you an idea of how the task feature is used. There are mulitple ways to configure the use of project tasks.
Task Details
Select the NEXT button to learn the process of viewing task details.