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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.

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