The creation of tasks and sub-tasks 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 your TASKS tab and in the Board view, 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).
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.
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.