Working with your open tasks

SECURITY  All users

NAVIGATION   > Projects > My Open Tasks, or click on a task in the project schedule

The core element of a project is the project schedule. It contains the tasks that are the specific work assignments for our staff.

The project schedule also contains any issues that were added to the project either by our staff or by you, through the Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects.. They also appear on the Issues page of the project. Refer to The Project Issues page.

Tasks can be tracked at the project level or inside of a phase or a sub-phase. Phases and sub-phases help us to organize Your Client Portal instance may be configured to use one fo the following terms instead: Account, Business Unit, Client, Company, Customer, Site. the project, much like folders in Windows Explorer help you to organize documents.

NOTE  When you add an issue to a project, it appears on the schedule at the project level (not within a phase or sub-phase).

What tasks appear in My Open Tasks?

When we add a task to the project schedule, we can name a specific user at your organization as the "contact" and check a setting that allows that user to complete the task. Such tasks, and all tasks that have a status of Waiting Customer, will appear on the My Open Tasks page.

On this page, you can do the following:

Icon	Description
Respond to this Task A work assignment in a project. via Email	Click the email icon on a task row. Your default email client will open with our support email address already populated.
Enter a Task Note A way of tracking additional information associated with an Autotask entity.	Click the Note icon to open the New Task Note window and enter a Subject and a Message.
Complete this Task	Some tasks are configured by us in such a way that you, the customer, can complete them. EXAMPLE  An example of a task that you might be able to complete would be "Approve Project Budget", or "Final Project Approval." Click the green check mark to complete the task.
Open Task Details	Click the task name to open it. The Task or Issue Details window opens in List View, displaying a description of the task and all task notes, time entries, and attachments. You will be able to add a note of your own, and if the task is so configured, complete the task. Tasks that you can complete are typically tasks that describe steps that require your approval. You can also print the task from this view.

Any task notes and the Complete status are visible to the service provider.