General tab

Introduced in 8.4

The General tab displays the essential information about the Task. The information is organized in the following sections and sub-tabs:

  • Summary - the short summary of the Task.

  • Type - the type of the Task.

  • Priority - indicates the order in which the Task must be performed.

  • Assignee - the name of the Person assigned to complete the Task. When the assignee is chosen, the field label becomes hyperlinked. To view person details, click the link. The object record will appear in a fly-out preview form. To access its full form, click the hyperlinked field label with the wheel mouse button, or click the Edit icon in the fly-out preview form. The object record will be opened in a new tab.

  • Parent - the Project or another Project |Task to which this Task is subordinate. This field also shows the summary of the parent object. To open a fly-out preview form of the parent object, click its field label. To access its full form, click the hyperlinked field label with the wheel mouse button, or click the Edit icon in the fly-out preview form. The object record will be opened in a new tab.

  • Milestone - displays whether the Task is marked as a milestone. A milestone is used to indicate any critical point of the Project with a duration of 0.

  • Auto-scheduled - displays whether the Task is scheduled automatically. When this options is turn on, timeframes of a parent Task will be adjusted automatically each time any child Task is rescheduled.

  • Deadline - the date for the Assignee to complete the Task.

  • Planned Start Date - the start date scheduled by the Project manager. This field is shown in a datetime format.

  • Planned End Date - the end date scheduled by the Project manager. This field is shown in a datetime format.

  • Actual Start Date - this field is populated automatically when the Assignee logs the first Task activity. This field is shown in a datetime format.

  • Actual End Date - this field is populated automatically when the Assignee logs his last Task activity with 100% completion. This field is shown in a datetime format.

  • Completion Timing - the completion timing of the Task. The fields displays one of the predefined values: Unstarted, Delayed, On Time, Ahead.

  • Percent Complete - the percentage complete between 1% and 100%.

  • Planned Effort - the planned amount of time for the Assignee to finish the Task.

  • Time Spent - the sum of Time Spent values in all the Task's activities.

  • Start Overdue - shows whether the Assignee started the Task later than planned.

  • Completion Overdue - shows whether the Assignee finished the Task later than planned.

  • Description - shows the Task description. This is a HTML field, so you can use the embedded HTML editor to edit this field. For details, see Using the HTML editor.

NOTE: The tab may also display an additional section with custom, user-defined fields. Custom fields may also appear on a special Custom Data tab. Custom fields are configured by your Alloy Navigator administrator.