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Task Management Fundamentals

Overview

Tasks represent individual units of work within a project.

Purpose & Use Case

Tasks are used to assign work, track progress, and capture effort and notes.

Step-by-Step

  1. Open a project
  2. Create a task
  3. Assign a user
  4. Set deadlines and tags

Configuration Notes

  • Tasks can be grouped by stage, assignee, or milestone
  • Subtasks allow hierarchical task breakdown

Common Issues

  • Overloading tasks without subtasks
  • Inconsistent task naming

Limitations

Native tasks do not enforce dependencies or critical path logic.

Professional Assistance

BUSATX can design structured task hierarchies aligned to operational workflows.

<p>Related: <a href="/forum/community-help-3/timesheets-and-effort-tracking-21">Timesheets and Effort Tracking</a>.</p>
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