Tasks allow you to break down projects, or deliverables into manageable actions, assigning to the right team members and setting deadlines. By creating tasks, you can track progress, allocate resources, capture timesheets and milestones. Tasks are a key requirement for timesheet entries, if they have access to the project, or task, they can capture time spent on the project.
1. Creating tasks
There are 2 ways to create tasks in Wiplist, these are:
1.1 Create an task from an estimate
From your estimate, navigate to Actions, select Create Tasks from the drop-down menu, confirms Create Tasks.
1.2 Create an task manually
To manually include a task, click on the + button (within the Project cell) and a new task will open in the list for inclusion of the task title, assignee(s) and due date.
You can also press Enter to insert a task below the line you are working on
2. Description, add assignee(s) and due date
Tasks will show on the Project tab, from here you can click into the cells to update content, assign team members and due dates. As you begin to include team members to the Assignee(s) column, they will also automatically add to the Project Members allowing them to capture time on the task.
3. Progress Bar
As time begins to be entered onto the task, the progress bar will show progress compare to the budget by going green.
You can also hover over the progress bar on a specific line for a pop-up to show a summary of allocated, committed and remaining time.
When the bar turns red, the time allocation has been exhausted and you are tracking above the initial allocation of time.
3. Add Overview
Including a project overview provides a high-level summary of key details, helping stakeholders quickly understand the requirements. It can serve as a central reference point, it can enhance alignment on expectations and requirements.
4. Task details, comments and task attributes
To dive into the task in more detail, click on the task edit icon to open the task window.
The task window will show all the task-related data to allow you to:
Add comments, @mention, include links and attachments,
View activity and log data,
View timesheet entries specific to the task, including notes, time and status of the entry,
From within the attributes panel, add more details such as labels, start and due dates along with details from the previous view such as assignees, and tracking information.
5. Change a task from billable / non-billable
From within the task window, you can update the task to billable, or non-billable by clicking on the tick box next to Billable. As soon as the box is unchecked, the wording updates to Non-Billable.
6. Update timesheet item, or allocated time
You can update the selected task to charge to another line item in your estimate, or master price list. This can be helpful when grouping charge out items together, or reflecting changes in scope, or project approach.
Click into Time Tracking and a pop-up box will appear to the side showing all Timesheet Items available. From here you have the ability to Prevent Changes, ensure this is the default on timesheet entries. From within the pop-up, you can also update the Allocated Time for the specific task.
7. Managing multiple actions
Handling the same action across several tasks within a project is simple. From the Project page, select the tasks you want to update by ticking the checkboxes, selected tasks will highlight light blue. A dark blue pop-up panel will appear in the bottom left corner with multiple action options:
Edit assignee(s) | Include, or remove team members |
Change status | Open, or close the task |
Duplicate | Duplicate the task |
Delete | Delete the tasks, you will be prompted with a pop-up to confirm your request as this cannot be undone. |
Change Stage | If you have a Workflow selected for the project, you can move the task to the selected stage. |
Move/Copy Items | Allows you to move, or create copies for another project. |
Copy to the Clipboard | The tasks are copied to the clipboard |
