Tasks Subtask

Use the Tasks subtask to set up, manage, or delete steps in the closing plan.

Tasks

Field	Description
Task ID	This field displays a system-generated identification number for the task.
Group	Use this field to enter the name of the task group in which the task is included. The value you enter in this field will display on the lookup of the Dependencies field.
Category	Enter, or click to select, a category for the task. The value of this field must match a valid record on the Closing Plan Categories screen.
Task Name	Enter a name for the task.
Task Instructions	Enter directions for completing the task.
Priority	Use this drop-down list to select a priority level for the task. The options are: High Medium Low
Closing Day	Enter, or click to select, closing day to which the task will be assigned.
Start Date	Enter, or click to select, the task start date.
End Date	Enter, or click to select, the task end date.
Status	Use this drop-down list to select the progress of the task. The options are: Not Started Ready In Progress Waiting Completed Note: Costpoint automatically assigns Ready to tasks with all dependencies completed, while it assigns Waiting to tasks with dependencies not yet completed.
Dependencies	Enter, or click to select, a group of tasks that must first be completed before the current task can be started. The lookup of this field displays available tasks groups entered in the Group field.
Assigned User	This field displays the name of the user you selected in the Assigned User ID field.
Assigned User ID	Enter, or click to select, a user who must perform the task.
Completed By	This field displays the name of the user who completed the task.
Notes	Use this field to enter notes regarding the task.
Application Name	Enter, or click to select, the Costpoint application required to complete the task.
Application ID	This field displays the ID of the application.
Job	Enter, or click to select, a job to which the task will be included.
Auto	Select this checkbox to mark the task for automatic running.