Managing a SmartTask: Breakdown of SmartTask Detail View

To view a SmartTask’s details, click it. The SmartTask expands.

On the SmartTask Detail screen, the following information can be viewed:

1. Nudge / Recognize: Send quick messages to the team about a SmartTask to either Nudge (follow up on a SmartTask that is overdue or whose status is unclear) or to Recognize (deliver acknowledgement of a job well done).
2. Refresh Messaging: Click to check for new messages in the chat panel.
3. SmartTask Status: Shows the status of the SmartTask as indicated by the owner or assigner. SmartTasks may hold the following statuses: Not Started, In Progress, Complete, Blocked, or Cancelled.
4. SmartTask % Complete: This pie chart indicates how complete a SmartTask (50% indicates that a SmartTask is half-way done) is and can be updated by clicking it and selecting the appropriate percentage.
5. Name: The SmartTask’s name appears here.
6. Milestone: This diamond indicates whether or not a SmartTask has been designated a Milestone (a key deadline in the project). Milestones are used to mark important dates, not for completion of work.
7. Priority: Displays the level of priority associated with this task (Low, Normal, High or Critical).
8. Description: Details of the SmartTask appear in this field.
9. Owner: The person responsible for completion of this SmartTask appears here in addition to the team associated with this project. 
10. Project: The project to which this SmartTask belongs.
11. Project Phase: The phase within the project in which this SmartTask lives.
12. Customer: The customer associated with this SmartTask. If a customer has been added at the project level, they will display here. If not, a specific customer may be associated with this individual SmartTask.
13. Start Date: The date that work is scheduled to begin for this SmartTask.
14. Due Date: The date by which the work in this SmartTask must be complete.
15. Lock Dates: By default, the Critical Path is allowed to manage start and due dates based on the completion of predecessor SmartTasks. Click here to lock the start and due dates, leaving them unchanged by the Critical Path.
16. Duration: This field represents the number of days available to complete this SmartTask (taking into account weekends and holidays).
17. Work Estimate: This field displays the time or effort the assigner or owner estimates it will take to complete the SmartTask.
18. Schedule: Currently available to users with an MSP license, this field displays the number of scheduled events associated with this SmartTask. Learn more about scheduled events here.
19. Time Log: Displays any time logged against this SmartTask. Click into this field to add/edit time.
20. Time Clock: Click on this icon to begin a time clock entry for this SmartTask.
21. Steps: Captures a list of detailed steps that must be taken in the completion of this SmartTask. These steps can be marked complete as work on the SmartTask proceeds. Click on the steps count to view, edit, or add steps.
22. Attachments: Captures any related documents or files associated with this SmartTask. Click on the attachments count to view, edit, or add attachments.
23. Notes: Captures notes specific to this SmartTask. These notes may then be viewed at the project and/or portfolio levels to track progress, issues, or anything noteworthy.
24. Resources: Click to view the resource allocation for this SmartTask as it relates to the project's budget. Additional resources may be added via this dialogue as well, and will then be displayed in the project's budget.
25. Skills Required: This field displays a count of the required skills associated with this SmartTask. These are the certifications or skillsets that the ideal resource for this task would possess. Click to view these skills and add/edit.
26. Dependency Map: When this icon is clicked the Dependency Map for the SmartTask is opened displaying any predecessor or successor SmartTasks. When the icon appears in black, the SmartTask is a part of the project’s Critical Path. Learn more about the Critical Path here.
27. Resource Type: The resource type indicates the job role associated with this SmartTask.
28. Cost Code: Select a cost code from the dropdown menu of cost codes associated with the project to which this SmartTask belongs. Learn more about cost codes here.
29. Billing Code: Select a billing code from the dropdown menu of billing codes associated with the project to which this SmartTask belongs. Learn more about billing codes here.
30. Progress Estimate (*Construction Industry Specific*): This is the estimated production amount for the SmartTask. 
31. Progress Actual(*Construction Industry Specific*): This number totals all numeric progress entries for this SmartTask.
32. Geofence(*Construction Industry Specific*): Allows a geofence associated with this SmartTask to be uploaded. 
33. Equipment Log (*Construction Industry Specific*)
34. Creator: The user who created this SmartTask and a timestamp of when it was created.
35. Assigner: The user who assigned this SmartTask and a timestamp of when it was assigned.
36. Changed By: The user who most recently changed this SmartTask and a timestamp of when it was most recently changed.
37. Reference Number: Displays a customizable reference number.
38. Record ID: Displays the system-generated number associated with this task from its first creation. This number cannot be modified.
39. Completed By: If this SmartTask has been marked complete, the person who completed it will display here.
40. Completed Date: If this SmartTask has been marked complete, the date upon which it was completed will appear here.
41. Apply / Cancel: Click Apply to save all updates to the SmartTask. Click Cancel to cancel all updates to the SmartTask.
42. Messaging: This instant messaging tool allows real-time communication on the project. Project participants (including extended users) can be messaged using this tool, and a record of all communications will be maintained, until manually deleted.
43. Send Message: Click on this icon, or use the return key to send a message.
44. Attachment: Click on this icon to include an attachment in the conversation. This attachment appears only here, it is not added to the attachment library for the project.