Tasks are the foundation of any project, helping you break work into manageable steps. In PPM Express, tasks can be grouped and customized to fit your workflow. Let’s walk through the key features of task management.
Creating a Task
Open your Project and click View Tasks icon in the upper right corner of the Project dashboard.
Click New Task and enter the essential details:
- Task Name & Description
- Start Date, Due Date, and Duration (these fields are interconnected, so changes to one will adjust the others).
- Assigning Tasks to Users — Assigning tasks allows users to report time spent on their work. (choose a resource from active team members).
- Priority & Status (statuses update automatically based on progress and due dates).
- Is Milestone? (if enabled, the task appears as a Key Date on the Project dashboard).
Click Create Task — your task is now added to the Project Tasks page.
Quick Tip: You can edit tasks inline directly on the Project Tasks page for convenience.
Task Groups: Organizing Your Work
PPM Express allows grouping your tasks to stay organized. By default, new tasks are placed in the Backlog group. To keep things structured, you can organize them into custom groups based on phases, work types, or departments.
Creating a Task Group:
1. Click Actions → Manage Groups in the PPM Express Tasks section.
2. Click New Task Group.
3. Choose a name and color, then click Create Task Group. Add as many groups as needed.
Moving Tasks to Groups:
- Drag and drop tasks into the relevant group.
- Select multiple tasks and use the Move to Group option.
- Edit a task and manually change its group.
Managing Tasks Efficiently
Once tasks are added, you can:
- Edit, delete, or copy tasks individually or in bulk.
- Set task dependencies to define relationships between tasks.
- Apply filters to quickly find specific tasks.
- Switch between table and timeline views for better visualization.
- Export/import tasks via CSV to reuse across projects.
- Set a Baseline – Capture a snapshot of key task details (start date, due date, duration, and effort). If task dates change, the baseline remains as a reference. You can update it but not delete it.
- Track Time – Log time spent on tasks directly from the Tasks Page to ensure accurate reporting.
Tracking Progress: Task status updates automatically based on progress and due dates. If a task is late, it will be marked as At Risk (less than 10 days overdue) or Critical (more than 10 days overdue).
Now that your tasks are set up, it’s time to see the My Space page functionality! For more details, check out Managing your Work from the My Time.