Create tasks

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 TASK BOARD, create a task by simply clicking an empty task card with the + icon:

In the Task dialog box, complete the following fields:

Field

Description

Task title

Enter the name of your task.

Note: The task name must not contain the apostrophe character (').

Description

You can specify a description for your task.

Set as milestone

You will only check this box if you want to create a milestone.

Task list

This field is mandatory. You have three options here:

  1. If you have created your task board based on a task board template, PSOhub will display by default the first task list of that template. You can use the drop-down list to change it, if necessary.

  2. If you haven't created your task board based on a task board template, you can create a task list by clicking Add task list. Keep in mind, that this task list will not be related to any contract line and, as such, will not allow you to book time on it.

  3. If you haven't created your task board based on a task board template, and still want to leverage the contract lines of this project as a base for your task list (which will also allow you to book time on the tasks), you will first need to go back to the CONTRACT tab and check the box Add as task list to tasks (then click Save) for each contract line you want to use as a task list.

Start date

Enter the starting date of your task.

Duration (days)

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.

Due date

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.

Assign to project members

You can assign this task to one or multiple people. Please refer to article Assign multiple tasks to users.

Note: you must first have defined the team members of this project (TEAM tab).

Priority

Set the level of priority of this task (Low; Medium; High).

Status

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.

Check List

This allows you to create sub-tasks for this task.

Click on Add item and type the name of this sub-task.
Press Enter to add another sub-task. Once you are done, you can check the box Show on card which will display the sub-tasks on the task card which will facilitate marking these sub tasks as completed.

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 to this task.

Once you are done with the creation of this task, click Save & New to create another one or click Save to close the dialog box.

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:

Field

Description

Task title

Enter the name of the task.

Note: The task name must not contain the apostrophe character (').

Project / Task board

Select the project or the task board (if your task board is not related to a project) for which you want to add this task.

Task list

Select the task list where this new task belongs.

From here, complete the remaining fields as with any other task.

Appendix:

Quick create tasks and task lists

Update and mark as complete tasks, sub-tasks and milestones

Log time on a task

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