The Task Panel is the view that contains the information about the task we are going to work on.
- Task Title
- Client and Project Name
- Information Panel
- Tabs
- Hours
- Time Tracking
- Task Recurrency
- Menu
- Task ID
Task Title
To edit the title of the task, we have to click on it, type in the new information, and then click outside, or press Enter to save the changes. To cancel our edit, we can press the Esc key.
If we’re in a subtask panel, we’ll see the icon to the left of the title.
Client and Project Name
At the top, we will find the name of the client and the project to which the task belongs.
We can go to the client’s project list by clicking the client’s name.
Likewise, we can access the project’s task list by clicking the project name.
Finally, if we’re in a subtask panel, we’ll also see the name of the parent task; clicking it will take us to the parent task’s panel.
Client / Project Edition
We can change the client and/or project a task belongs to using the “Move Tasks” option.
Information Panel
Start and Deadline Date
The start and deadline dates can be found in the Information Panel on the right-hand side.
To change the start and/or end date, click on the set date and a new modal will open. Clicking on the new day or “OK” will take you to the section where you can set the start time and minutes for the task. Select the hours and minutes, or click “OK,” and your changes will be saved:
Note: If the end date entered is earlier than the start date, it will automatically be adjusted to the same day as the start date.
Status
The status of the task is displayed in the right side panel. To change it, simply click on the current status to bring up the drop-down menu and select the new status you want to change your task to:
For more information, see the Task Statuses article.
Priority
In the right panel, you will also find the task priority, which you can edit by clicking on the drop-down menu:
Estimated Hours
The estimated hours indicate the total time we expect it will take to complete the work.
When we create a new task, COR will offer different options based on the hours worked in our previous tasks, projects, and clients overall.
By clicking “Add,” we can select one of the recommended options (if any) or enter our own estimate, then confirm by pressing Enter or clicking anywhere else in the panel:
If we want to edit the already estimated hours, we can do so by clicking the field to enable editing and entering the new value.
Next to the estimated time, we’ll see the progress percentage, calculated from the task’s estimated hours versus its logged hours. For tasks without estimated hours, progress will be 0%, regardless of whether any time has been logged.
Planned Time and Tracked Time
To the right of the estimated hours, we’ll find the task’s planned time and tracked time.
Planned time is the total number of hours from all allocations the task has in Planner. If we click the calendar icon to the right of this field, we’ll be redirected to Planner to schedule the task.
For more information, see the Planner View article.
Tracked time shows the sum of all hours logged on the task.
Task Types and Labels
We can also select the task type and up to 10 labels in the right panel:
Members
Finally, we will find the task members in the right panel, at the bottom. From there, we can view or change the task’s PM and select or change collaborators and followers.
Note: the same user cannot be a Collaborator and a Follower of a task at the same time.
Members Assignment
By clicking on the corresponding item, we can select the PM and assign multiple collaborators (up to 20) and multiple followers.
Additionally, if we have users with the Client role, we will have a double verification before assigning them as collaborators, to avoid giving them permission to the project by mistake, and suggesting adding them as followers:
Tabs
The information within a task is divided into different tabs. By default, tasks open in the “Details” section. However, we can select the pin icon on each tab so that our tasks always open in that section:
Details
In the first tab, we will find the description/brief of the task, and we can also view and create subtasks.
After typing the description, we have to click on "Save" to keep the changes, or on "Cancel" or press the Esc key to discard them.
To create subtasks, we have to type their name and then press the Enter key or click on the red check mark on the right. By default, we will appear as the PM for those subtasks created and we will be able to assign collaborators without having to leave the section.
Checklist
Within the task details, we will also find the option to add a checklist with up to 20 items. This allows us to list the actions required to complete a task in a simple and well-ordered manner.
To add a new item, click on “+ New Item” and then type in its name. If we want to delete it, click on the trash can icon.
Finally, to mark an item as completed, simply click on the checkbox on the left.
As we mark each item as completed, we will see the progress bar at the top of the checklist fill up.
Messages
The task conversation can be found in the second tab: Messages.
For more information, see the Tasks Messages article.
Files
All files added to the task—whether from Messages or Files—are consolidated in the third tab. From there, we can upload a new file, download or delete one we previously uploaded, or access the Feedback feature.
History
In the History tab, we’ll find the task’s activity log. There, we can see the date and time of each event and filter for a specific one we need to verify.
Hours
In the Hours tab, we’ll find all the details of the hours that have been logged on the task.
There, we’ll see a list sorted by creation date, including who logged the time, the duration, and the date it was logged. Within the section, we’ll also see the total tracked time next to the tab title, as well as suggested hours to log based on user activity.
From this tab, we can also delete or edit logged hours, provided we have the necessary permissions.
Time Tracking
Within the tasks, we have the option to track the hours, using the options shown in the upper right corner.
From there, we can log time quickly for today by selecting “+ 30 min,” “+ 45 min,” or “+ 1 h.”
We can also add a custom entry by choosing a specific date and duration.
Finally, we can track time with the play button while we work and press stop when we finish, so hours are recorded in real time with greater accuracy.
For more information, see the Time Tracking article.
Task Recurrency
If our task is part of a recurring project, we will have the option to make it recurring as well. This information can be viewed in the upper right corner of the task, below the time calculation options.
By default, all tasks will be set to “No Repeat”, meaning they will not be automatically generated according to the project frequency. If you want to make a task recurring, click on the period option (monthly, bimonthly, quarterly, four-monthly, six-monthly, or yearly) that will appear based on the project frequency.
Important!If we are viewing a task from a period prior to the current one and the new task for this period (or another subsequent one) has already been generated, it is correct for the task to appear as “No Repeat.” If we change that value for an old task, we run the risk of duplicating tasks in subsequent periods. |
For more information, see the Recurrent Tasks article.
Menu
Finally, we will find the drop-down menu by clicking on the three dots in the upper right corner of the task.
There we’ll find the following options:
- Archive Task
- Move Task
- Quotation
- Clone Task
- Convert to deliverable
- Delete Task (provided we have the necessary permissions).
Note: The 'Quotation' option is available only for accounts integrated with AdvertMind.
Task ID
We’ll find the task ID in the bottom-right corner. Clicking it copies the task’s URL to the clipboard, so we can share it with other users; they can paste it into their browser’s address bar to access the task.