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 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. |
- |
Task ref* |
Free optional add-on. Contact CAMMS Helpdesk to have this activated. This functionality enables a new entry field within this page titled “Task Ref” for the input of 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 |
Mandatory |
Task Grouping* |
This is an optional add-on. Contact CAMMS Helpdesk to ask about purchasing options.
This functionality enables an extra dropdown list titled “Task Grouping”. The options listed here are the first level elements available beneath an Action Grouping Category determined by your organisation.
It provides for an additional way for you to group your tasks. |
Optional when activated |
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 |
Optional (However, this becomes mandatory when you complete the task) |
Duration |
Duration of the task (in days) is calculated based on the start/end date. |
Optional |
Progress Comment |
Specify a progress comment. |
Optional |
Status |
Define the status of the task |
Mandatory |
Percent Complete |
Specify a task completed percentage |
Optional |
Weighting |
Simply displays the task’s weighting as a percentage. |
- |
Milestone |
If ticked, selected task will be set as a milestone task. |
Optional |
Milestone Comment |
Specify a milestone comment. |
Optional |
In order to share a Task with another council/Agency within the network, you can select 'Collaborative Task' option. Please refer Collaborative Tasks section for more information.
Task Ordering
The following rules apply to the sorting of the tasks within the task grid.
Tasks are ordered in the following order:
1. Task Start Date (Ascending), then
2. Ordered by Task Title (Alphabetical)
Note: If the action is linked to an IPM Project, and the Project has tasks already, then the tasks will appear in the order as they appearing within the task planning object/schedule within IPM.
This ordering applies to all sub-tasks as well.
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Last revised: September 23, 2018