Managing a Task: Working a Task

1. Click a task to open it.
   
2. Mark the Status checkbox below the task's name to reflect the task's status or progress. The following are the task status categories. Additional custom task statuses may appear as well if your organization is using the ConnectWise integration. Learn more about custom statuses for the ConnectWise integration here.
   

   	Not Started: Work on the task has not yet begun.
   	In Progress: The task is underway, but not yet complete.
   	Complete: The task is done. If it is a predecessor, the next task in the project can begin.
   	Blocked: There is something preventing the completion of this task. This might be missing resources, missing information, etc.
   	Cancelled: This task is no longer needed as part of the overall project. Using this status vs. deleting the task allows records of the task to be maintained.

3. Update the Percent Complete.
   

   a.	As steps are completed, click the   icon to update. The Percent Complete screen appears.
   b.	Select the percent completed and use the Back arrow to return to the task.

4. Work through any required Steps.
   

   a.	Click into the Steps field in the Task detail view.
   b.	Review steps associated with this task and mark them complete as you progress.
   c.	Click the Apply button to return to the task and save changes to steps.

5. Add or View Task Attachments.
   

   a.	Click into the Attachments field. The Attachments screen appears.  Click the Viewer icon to preview files before downloading. Click the Download icon to download files.
   b.	Click the "+" button at the bottom of the Attachments dialogue to add an attachment.
   c.	The Select file source screen appears.
   d.	Click any of the locations to add a document to this task. The following file types may be uploaded: .AI, .CSS, .DOC, .DOCX, .DWG, .EPS, .FLV, .GIF, .HTML, .IDML, .INDD, .JPEG, .JPG, .KEY, .MOV, .MP4, .MPEG, .MPP, .NUMBERS, .OTF, .PAGES, .PDF, .PNG, .PPT, .PPTX, .PSB, .PSD, .SWF, .TIF, .TIFF, .TTF, .TXT, .VSD, .VSDX, .WMF, .WMV, .WOFF, .XLS, .XLSM, .XLSX, and .ZIP. The maximum file size is 25MB. Note: The first time an attachment is added from a cloud storage location you will be redirected and required to authenticate into the cloud storage provider. After that initial login, Moovila will automatically authenticate creating a seamless experience.
   e.	The location opens, and a file can be selected. The File appears in your attachments listing with prefilled details about the file type, whether it an be seen as a preview, the file name, contributor, and upload date. The Name and Description fields are editable.
   f.	Add another attachment if needed by using the Return key or the "+" button. Once all files have been added, click the Apply button to save.
   g.	The Attachments field now indicates that files have been uploaded with a count. Attachments can also be viewed in the Attachment Repository at the project level. This is where any necessary viewing rights for the file can be established.

6. Use Chat to Communicate.
   

   a.	Enter a message into the Chat panel to get more information from team members or share details about progress.
   b.	To send a message to a specific team member (vs. the entire team). Click on the @ Mention button in the upper left of the chat panel, or type the @ sign into the chat message field and a list of possible team members will open. Select the team member to whom you wish to direct the message.
   c.	The Attachments button to the right of the message field can be used to add images or documents to the chat.
   d.	Use the Return key to send your message.

7. Finally, remember to click the Apply button to save your changes.