Starting, Updating and Completing a Project Task

You can start a project taskA unit of work or collection of work associated with a project. when you create it using the Started checkbox. You can also start an existing task:

  1. Display the Project Task Detail page for the project task that you want to start.
  2. Click Start.

    The Actual Start Date & Time fields are set and points calculations are started. When you make progress through the project tasks and update the Points Complete and Status fields, the system rolls up the rest of the calculations.

To update a project task:

  1. Display the Project Task Detail page for the project task that you want to start.
  2. Edit the fields as described in Project Task Fields.

To mark a project task as completed:

  1. Display the project task detail page for the project task you want to mark as completed.
  2. Click Complete.
  3. Set the Status field as desired.
Note: Note
The Status field does not automatically update. This is to allow flexibility in approval processes. If you have the privileges to do so, you can create a Salesforce workflow rule to do this. See the Salesforce Help for more information.

Related Concepts

Project Tasks

Related Tasks

Creating a Project Task Hierarchy

Creating a Project Task on the New Project Task Page

Creating Preceding and Dependent Tasks

Assigning Resources to a Project Task

Reference

Project Task Fields

Project Task Assignment Fields

Project Task Dependency Fields

Project Task Points History

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