The Tasks service defines activities associated with a particular project. The Tasks service has wide-spread uses and is available from many applications, including Customer Management. Tasks can be used with any service and are not limited to companies and persons.
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Top Panel
Name (Required)
The name of the task.
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A brief description of the task.
Status (Required)
The The Status field field indicates the current status of the task. The available Status options are defined in the associated Task Type record. Also, changing the Status from one value to another may trigger an Action (as defined within the Task Type).
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If this type is part of a larger overall task, the name of the parent task appears in the the Parent field field.
Attachments Tab
The The Attachments tab tab lists any files relevant to the Task record.
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This grid helps evaluate expectations for how long it takes to complete a task. A user enters the estimated number of hours to complete the task in the the Estimated Hours field field. After completing the task, the Assigned To employee enters the actual number of hours it took to complete the task in the the Actual Hours field field. The system automatically calculates the difference between the actual and estimated number of hours in the the Variance Hours field field.
The system also automatically adds the estimated and actual hours from any sub-tasks in the the Rollup fields fields and calculates the total for a task and its sub-tasks in the the Total fields fields. See See Reviewing Task Hours.
Links Tab
The The Links tab tab displays the relationships between this task and other records. For example, a task that deals with a specific campaign effort should have a link to a Campaign record.
For Persons, Companies, and Employees, the link information includes the record ID, contact name, phone number, and email address. For all other services, the link information shows the record name and record ID.
Predecessors Tab
The The Predecessors tab tab lists any tasks that need to be completed before this task can be performed.
Sub-Tasks Tab
The The Sub-Tasks tab tab displays information about any sub-tasks for which this task is configured as the Parent. This tab has three sub-tabs: List, Calendar and Gantt View.
List displays a hierarchical list view of all tasks that have the current task listed as its parent. For each task on the list, you can expand the view hierarchy to display any sub-tasks for that task.
The The Calendar sub sub-tab displays the sub-tasks on a month view calendar based on the sub-task's Date Assigned and Due Date.
The The Gantt View sub sub-tab displays the sub-tasks as a graphical representation of the amount of time allocated to tasks or assignments based on the Assigned To employee.
- Note: This tab appears blank in Aptify web. Gantt views are not supported in Aptify Web.