In SiteTasks, you can assign, manage, filter, and progress tasks throughout the life of your project. Tasks can be re-assigned to team members, re-prioritised and re-organised at any time by users with the correct project permissions (link)
To create a task, select the ‘SiteTasks’ button in the left-side project menu of the project you wish to add a task to.
The SiteTasks page is divided into four sections. These sections signify the stages of progression a task can undergo.
To create a new task, first select the ‘Add task’ button.
- Note that Users with project permissions 3 and business permissions ‘Standard User’ will not be able to.
- In the ‘Create Task’ menu, complete all the task details, including the task status, task type, name and description. Any required fields are marked with ‘*’.
Note that certain project permissions will restrict what project members some users are able to assign tasks to.
- When finished, select the ‘Save’ button to create the task. Name the task “Learn SiteSupervisor”. Add a suitable description.
Another feature of SiteTasks is that subtasks can be created from existing tasks. When a task is open, select the ‘Add subtasks’ button to create subtasks within tasks.