Task Details

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