Tasks

Within the TCM application, you create, assign, complete, and reopen tasks in order to monitor the progress of a project or activity. Tasks are the things that you or other teamspace members need to do to complete a project. As a member of a teamspace, you can assign tasks to yourself and to others, and you can reassign tasks from any member to any other member. Tasks are displayable on the Home tab of the TCM application, on a teamspace Overview tab, and also on the Tasks tab for the teamspace.

Following are some guidelines for working with tasks:

For step-by-step instructions on using the tasks tab, see Tasks tab.

Sorting and filtering tasks

Tasks are displayed on the TCM application Home tab, on the teamspace Overview tab, and on the Tasks tab for a teamspace. You can filter the tasks displayed to show all tasks, only the tasks that apply to you, or only the tasks associated with a specific time interval ("Next 7 days " or "Today," for example). To adjust the filtering, use the Show... list and the Mine only checkbox. See filtering lists for more information.

Task hierarchy

Once you have created a task within a teamspace, you can create one or more subtasks under that task. You can use subtasks to break a task into smaller pieces, or to track a project with finer granularity. When you break a task into subtasks, note the following:

Using task status

When a task is created, its status is open. Once the task has been finished, it can be marked complete. (See Completing a task or Tasks tab for more information.) The icon next to the task in the Tasks list also indicates the status. Once a task is complete, the icon next to the task changes to indicate that it is complete and the task is grayed out in the list.

Changing, deleting, or reassigning an existing task

By default, any member of the teamspace can edit or complete a task, but only administrators or the task creator can delete, reassign, or reopen a task.

If a task is created by a workflow, the task cannot be deleted until the associated workflow process completes. The task cannot be completed by the workflow, but can be completed through the user interface or by custom programming. When a workflow-generated, workflow-aware task is completed, it can be reopened only by custom programming (it cannot be manually reopened through the user interface).

Notes on task assignment/reassignment:

Working with due dates and reminders

A teamspace member can create a task with or without a due date. After the task has been created, the due date can be added, removed, or adjusted as needed. When a task becomes past due, the assignee is notified via email.

When you assign a task, you have the option of setting a due date and/or a reminder date.

After creating a task, the task creator or other user with sufficient permissions can add or change due dates and reminder dates.

Automatic notifications

By default, the application automatically notifies teamspace members of task-related events as follows:

For information on the notification options you can set when you create a task, see Creating or editing a task. For information on other automatic notifications, see Subscriptions.