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Update and mark Tasks as complete, check lists and milestones
Update and mark Tasks as complete, check lists and milestones

Understand where a user can view and update their tasks, check lists and milestones as well as create new ones.

Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

In PSOhub, users can manage their own tasks and create new ones for plans to which they already belong. They can do this via My Tasks or via a project (if they have the adequate access level - i.e. Team Member Plus and upwards).

My Tasks

Choose from the menu Plans and My Tasks. This view will allow each user to see all the tasks assigned to them.

Note: By default, only tasks with the status To do and In progress will appear. If you wish to also see all completed tasks, make sure you filter on status Completed.

List view tasks

By default, the tasks will be displayed with the List view under the categories: Overdue, Due Today, Upcoming, Unplanned and Completed.
Here, you will find the status of the task, the log time button, checklist, milestone flag, attached files, board name, assigned resources, start and due date, effort, used and priority.

To update the status of a task from To do to In progress, or a milestone from this view, click on the task to open it and update the Status field. The In progress status will be changed indicating half a circle in the Task list. From this list, one click on the Status circle will update the task directly to the Completed stage and will be removed from the My Tasks list. To see all completed tasks, you can use the filter Completed.

A click on a completed task will bring it back to the status Not started. To change the status to: In progress you have to open the task and select the status In Progress. I.e. it is possible to move back a task to its previous stages.

To access a file attached to a task, simply click on the task to open it:

To update the sub-task(s) of a task, click on the check list icon, where the task will expand and display all sub tasks. Click on the Add a checklist item link to create a new sub task.

To edit existing sub tasks, click on the main task name to open it and then click the CHECKLIST tab.
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From here, you can also update any notes and/or files for the task in the NOTES & FILES tab.

Plan view tasks

To change the view to display the tasks as cards, click on the Plan side-menu:

Note: By default, only tasks with the status To do and In progress will appear. If you wish to also see all completed tasks, make sure you filter on status Completed.

The view will show the name of the projects and tasks assigned to you. Each card will show the name of the task, who has been assigned, the level of priority as well its due date. You can also log time and update the completion of your sub-tasks.

To update the status of a task as Completed, simply click on the circle located at the top left of the task.

To update the status of a task from To do to In progress, open the task by clicking on the task name and change the status in the GENERAL tab.

To access a file attached to a task, add a note, or mention, click on the name of the task and and click on the NOTES & FILES tab:

Accessing My Tasks via the Personal Dashboard

In addition to this, a user will find in the Personal Dashboard, My top 10 Tasks to do - a combination of "To do" and "In progress" tasks based on the Due Date.

A simple click on Show all tasks will bring you to My Tasks:

Updating tasks, sub-tasks and milestones via a Project

If a user is a Team Member Plus, he/she will have access to projects where he/she is a team member and will be able to update his/her tasks from there as well.

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