The creation of tasks and check list items in PSOhub can be done from a task board but also from My Tasks (under the Tasks menu - see the My Tasks section below).
When in a project and the Tasks tab, click the Board view, and create a task by simply clicking the + icon:
A new task will appear in the task list. Enter the name of the new task:
Once the task has been created, click on the task name to enter the task properties:
Enter the name of your task.
Note: The task name must not contain the apostrophe character (').
Assign to project members
You can assign this task to one or multiple resources. Please refer to article Assign multiple tasks to users.
Note: you must first have defined the team members of this project (In the project Quick Start or TEAM tab).
Assign to business unit
Some organizations have different departments where they are collaborating in a project. Tasks will be distributed and executed across the different departments.
Here, you can assign a task to a resource or to a department, otherwise known as a business unit.
Enter the starting date of your task.
Duration (days between)
You can enter the number of days here and PSOhub will automatically calculate the due date. You can also leave this field blank and define a due date in the next field; PSOhub will automatically calculate the duration in days.
If you have entered a duration in the previous field, PSOhub will automatically populate this field. If you haven't entered a duration in days, you will want to enter an end date here.
Enter the estimated work effort in hours to complete the task. The effort is irrespective of the start and due dates. I.e., if a task is scheduled between 10 working days, the effort remains 8 hours and not 8 hours x 10 days.
The effort will also appear in the Gantt chart in the Effort column.
The effort can be modified from the task card or task list:
Task effort can be pushed into the project's workload sheet to see the total project budget and hours. Please refer to this article for more information.
Hours booked on the task will appear here. If hours booked exceeds the Effort (Budget), the value will appear in red.
Set the level of priority of this task (n/a; Low; Medium; High).
By default, this task will be set to the status To do. Once your project is started the project member(s) assigned to this task will update it until it is completed.
You can specify a description for your task.
Tags (or keywords) can be applied to Tasks so that they can be easily identified in searches under the All tasks and Gantt Chart (Favorites) overviews.
This field is mandatory. You have three options here:
Identify if a task is dependent on a task to be completed. In other words, a task cannot be started until a certain task has been completed.
Set as milestone
You will only check this box if you want to create a milestone. You can also determine if you want to invoice once a milestone has been met.
This allows you to create sub-tasks for this task.
Click on Add a checklist item and type the name of this sub-task. Press Enter to add another sub-task.
NOTES & FILES
You can enter a Note at any given time of the project Click Post note to save the note. The name of the person who logged the note will be captured here along with the date.
You can attach Files or Link to files for this task.
Once you are done with the creation of this task, click Save.
Create tasks from My Tasks
Choose from the menu Tasks and My Tasks:
When in the My Tasks, click Add Task:
PSOhub will open the Task dialog box:
Complete the fields as explained above.