1. When logged into a project, find the plus icon on the top header. Click on the plus icon to see a list of work item options: Task, Issue, Test Case, and Event.2. Select the Task option. Upon selecting Task, a drawer labeled "Create New Task" will appear. This drawer has three tabs: Overview, Stakeholder Information, and Planned vs. Actual.
- Overview Tab:
- Enter a short title. This field is mandatory.
- Provide a detailed description of the task. This field is optional.
- Select the task status from the following options:
- New: If the task is new and about to start.
- Active: If the task is in progress.
- Completed: If the task is finished.
- Approved: If the task is approved by the relevant stakeholder.
- Choose the task type from options such as Data, Configuration, Development, Custom Code, and Others. This field is optional and allows for multiple selections.
- Link the new task to an existing parent task by searching for the Task ID or Task Title. This is required to maintain adherence to the Activate methodology.
- Select the priority of the task:
- Least: If the task is ambiguous.
- Low: If the task is unimportant, non-ambiguous, and not urgent.
- Medium: If the task is important but not urgent.
- High: If the task is unimportant but urgent.
- Critical: If the task is both important and urgent. This field is mandatory.
- Stakeholder Information Tab:
- Select the main stakeholder responsible for completing the task.
- Choose additional stakeholders who will contribute to the task. Multiple participants can be selected.
- Planned vs. Actual Tab:
- Set the planned start date for the task. This field is mandatory.
- Once the planned start date is selected, the planned end date field will be enabled. This field is also mandatory.
3. After filling out the required fields, click the Submit button in the top right corner to create the task. Upon successful creation of the task, a confirmation toaster notification will appear.