Tasks & Milestones

Tasks & Milestones Status | Adding Tasks & Milestones | Updating Tasks & Milestones


What are Tasks & Milestones?

Tasks and milestones make up the key activities within a plan. A task has a start and end date, whereas a milestone is a single date upon which a deliverable gets completed.


Tasks & Milestones Status

This section is where the user can input key information regarding the plan.

By using the simple dropdown field, the user can select the most appropriate overall status for the plan and provide any associated commentary. This information can be updated in real-time.


Adding Tasks & Milestones

Tasks & Milestones can be added to the project table via Actions > Add Task or Add Milestone.

Tasks & Milestones

The form for adding a task or milestone is the same, apart from tasks will require both a start and an end date. Milestones will only require an end date. Task and milestone information can be entered using the simple form containing dropdowns, text, numeric, date and user picker fields.

Tasks & Milestones Form

Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. 


Updating Tasks & Milestones

Click on Edit against the individual task or milestone to amend the information in the form.

The Updates area at the bottom of the form can also be used to record regular progress updates.  Click Actions > Add to record a new update.


Remember

  • Owners must be added to the Project Team, otherwise they will not have permission to access the project or activity. 
  • The layout of the tasks and milestones can be changed to either a Gantt or Edit All view using Actions > Layout.
  • Click on the highlighted links to take a look at our Features section in the Knowledge Hub for more information on notifications, the Gantt, changing the project table layout and the other options visible in the menu.