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Tasks

In this section, you can create, manage, and update tasks. Please note that any white spaces or special characters in task names will be automatically replaced with underscores.

Create a Task​

To create a new task, follow these steps:

  1. Access the "Tasks" Tab: Right-click anywhere inside the "Tasks" tab.

  2. Open the Actions Context Menu: Click on the actions context menu.

  3. Select "Tasks": From the context menu, select the "Tasks" option.

Create Task Step 1

  1. Name Your Task: Enter the name you want for the task. Any white spaces or special characters in the name will be automatically replaced with underscores. You can create multiple by separating with a ",".

Create Task Step 2

  1. Click "Create": Click the "Create" button. You also have the option to choose a template based on an existing document, which will recursively copy its contents.

Create Task Step 3

  1. Task Created: Congratulations! You've successfully created new documents for your task. You can now proceed with task management.

Update a Task​

To update a task, follow these steps:

  1. Locate the Task: Find the task you want to update in the "Tasks" tab.

Update Task Step 1

  1. Edit Visible Table Parameters: You can now update any visible table parameter, such as changing the task's status to "Ready to start."

Update Task Step 2

  1. Access Additional Parameters: For other parameters, click the task item and go to the "Parameters" tab. Here, you can assign members to the task and make more detailed updates.

Update Task Step 3

  1. Add Important Data: Additionally, you can fill in any other important data, such as start and end dates for the task. This allows you to maintain a comprehensive record of your task's details.
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Make sure to add components to control what publishes and default folders are made for the task.