All Collections
The ForSitePro KnowledgeBase
Project Tasks
Project Tasks

Tasks, Project Tasks, Project Management Tools

Noelle Van Eynde avatar
Written by Noelle Van Eynde
Updated over a week ago

Project Tasks

The Project Tasks tool is a powerful feature that allows users to efficiently manage tasks associated with a specific project. With this tool, users can easily create, manage and delete tasks based on various criteria.

Accessing the Project Task Tool

Navigate to the project you want to manage tasks for and lick the the "Tasks" tab.

Add a Project Task

  1. Click the Add Task button

  2. Enter all details into the Task side drawer

  3. Click Save

All tasks related to the Project will be listed in the Task list. Tasks related to the Assignee will be listed in the Task list and the Assignee's Activity Center. Assignees will also receive an email.

Manage Project Tasks

Search

Search for specific tasks based on the Task title or Assignee. Simply enter keywords into the Search bar.

Filter

  • Click on the "All Tasks" dropdown menu

  • Selecting "All Tasks" will show all tasks associated with the project

  • Selecting "My Tasks" will display tasks assigned to you

Update Status

You can change the status of a task two different ways. From the Task list:

  1. Click on the task name, update the status in the Task side drawer, and click Save, OR

  2. Click on the status badge/pill of a task and choose a different status

Sort

The Project Task Tool offers sorting options to organize the Task List efficiently.

  • Status - alphabetically

  • Assignee - alphabetically

    • Can also filter the list by Assignee

  • Due Date - ascending or descending

Edit

  • Click on the Task title

  • Make any updates in the Task side drawer

  • Click Save

Delete

  • Hover your cursor on a Task

  • A trash can icon will appear to the right

  • Click the trash can

  • Confirm the delete

Did this answer your question?