In order to complete a Success Indicator, it can be helpful to break it down into smaller Tasks. This article will provide an overview of the Task functionality included within the SI Page:
- Viewing Task Tiles
- Adding a Task
- Viewing the Task Page
- Editing the Task Title and Description
- Deleting a Task
- Editing the Task Status
- Assigning the Task Owner
- Adding Attachments
- Adding Comments
Note on Permissions: DCF Managers and all members of the SI Team (the Driver Owner, SI Owner, Task Owner(s), and SI Participants) can view, add, and edit the SI's Tasks. Basic users with access to the DCF cannot see the Tasks section within the SI Page. Basic users without access to the DCF (with PL access only) cannot access the DCF, SIs, or Tasks. Appropriate users receive notifications whenever another user adds to or edits a Task.
This clip from the Success Indicators Overview demonstrates how to work with SI Tasks from 3:26 to the end of the video.
Written Explanation with Visuals:
Viewing Task Tiles
The Tasks section on the SI Page is hidden from Basic Users, but the DCF Managers and all members of the SI Team can view this section, shown above. Each Task for the SI is represented by a tile with a preview of the Task's Title and Description, the Task's current Status and Owner, and icons indicating how many comments the Task contains, and if the Task contains any attachments. Clicking on a Task's tile will take you to the more detailed Tasks Page.
Adding a Task
To add a new Task, click the + button in the Tasks section of the SI Page. In the Add Task popup, you'll be able to add a Title and Description for the Task. As noted in the popup, additional details including a Task Owner, status, attachments, and comments can be added on the more detailed Tasks Page shown below. Appropriate users will receive notifications whenever new Tasks are added to an SI.
Viewing the Tasks Page
Clicking on any Task's tile on the SI page takes you to the more detailed Task Page, shown above. This page includes breadcrumb navigation at the top to help you easily return to the SI Page, and the Task's Title and Description. Users can add edit the Task and add attachments and comments on this page as explained below.
Editing the Task Title and Description
Users can click the pencil icon to the right of the Task's Title to open an Edit popup, in which you can edit the Task's Title and Description, shown above. Appropriate users will receive notifications if this change is made.
Deleting a Task
Users can click the trash/delete icon to the right of the Task's Title and edit icon to Delete the task. Deleting the task will delete all comments and attachments, and the action cannot be undone. You will be asked to confirm before deleting, as shown above. Appropriate users will receive notifications if this change is made.
Editing the Task Status
Just like when managing the SI Page, users can click the Status icon in the Task's Manage Bar to edit the Task's Status from Not Started to In Progress or Complete. Unlike Success Indicators, Tasks do not need approval before being marked as Complete, but appropriate users will receive notifications if this change is made.
Assigning the Task Owner
Just like when managing the SI Page, users can click the "Owned By" section of the Task's Manage Bar to edit the Task Owner. To assign or change the Owner, the user will need to begin searching for a user in the text field, select the desired user from the search results, and click Save.
Update: You can now also remove a currently assigned owner without adding a replacement by clicking the "Remove Owner" button.You can choose whether or not to send an email notification to the assigned/unassigned user. Additional users may receive in-platform notifications if this change is made.
All users with access to the Tasks Page can add attachments by clicking the + button in the Attachments section at the top of the page. Attachments can be in the form of files of links, and the uploader can edit or delete any attachments added in April 2017 or later. Appropriate users will receive notifications if attachments are added to the Task.
All users with access to the Tasks Page can add comments by typing into the field at the bottom of the page and clicking "Add Comment". Appropriate users will receive notifications when comments are added to the Task.