GMD Tutorial – Working With The Tasks Tab
This tutorial shows you how the Tasks tab supports the structured style of work.
Click Here to View the Tutorial
The state column denotes the current “state” of a project or task. You can use this column to change to state of the item or to mark it as completed (C). Click on the dropdown arrow to see the various state codes.
When you have completed a task or project, you can use the Actions-> Complete Task command to complete the task and record the work that you spent on it.
- Navigate to the Tasks tab and select the task that you want to complete.
- Select the Actions->Complete Task command (also available from context menu when you right-click on a task)
- This will bring up the “Work/Expense Record to Complete” dialog.
- Fill in the effort and cost that you want to add, and optionally provide the next task that you need to do for this project in the “follow up action” box.
- Press the Add button to complete the task or Cancel to cancel the completion.
Note: You can also complete a project/task by changing its state to (C) Completed.
Notice that the “Effort Left” box is disabled because you are completing the task, so it won’t have any effort left.
If you enter a task in the “Follow up action” box, it will be placed immediately after the task that you are completing in the task list.
In this case, the Effort and Effort Left fields are initialized to 30 min, which is the default value for new tasks. This indicates that the task is an actual task and not a next action reminder.
How to turn off the Work/Expense Record to Complete Dialog
If you would rather not record work/expenses when you complete a project or task, you can disable this dialog in the General tab of the Options dialog (Tools->Options)
Just uncheck the “Record work/expenses on project/task complete” box and the dialog will no longer appear. Check the box to restore the dialog when you complete a project/task.
When you complete a project/task, the completion date is recorded in the ‘Date Completed’ field available by default in the Completed Tasks view.
