Add and Manage Tasks in a Bid Board Project

To add or manage tasks in a Bid Board or Portfolio Planning project.

• Required User Permissions:

  • Required User Permissions for the Bid Board tool.

  • Required User Permissions for the Portfolio Planning tool.

  • Required User Permissions for the Estimating tool.
    

• Additional Information:

  • When using the Estimating tool, tasks are only available for projects that originated in the Bid Board tool. See Add a Bid Board Project to the Portfolio Tool.

  • Deleting a task is permanent and cannot be recovered.

  • Overdue tasks do not generate an email notification.

  • Task must be assigned to a different user in order for a task creation notification to be generated.

1. Navigate to the company's Bid Board or Portfolio Planning tool and select the project.
   OR

2. Navigate to the project's Estimating tool.

3. Click the Overview tab.

4. Follow the steps below for the available actions:

   • Add a Task

   • Edit a Task

   • Delete a Task

Add a Task

1. In the Tasks section, click the add icon.

2. Complete the following information:

   • Description: Enter a description for the task.

   • Due Date: Click to select a due date for the task.

   • Due Time: Click to select a time for the task to be due.

   • Assigned to: Click the field to select a user to assign the task to. Click Select to confirm the assignee.
     Note: The user will receive an email notification to notify them of the task.

3. Click Create.

Edit a Task

1. In the Tasks section, locate the task that you want to edit.

2. Click the vertical ellipsis icon for the task.

3. Click Edit.

4. Update the information for the task as necessary.

5. Click Save.

Delete a Task

1. In the Tasks section, locate the task that you want to delete.

2. Click the vertical ellipsis icon on the task.

3. Click Delete.
   Note: Deleting a task is permanent.

4. Click Delete to confirm that you want to permanently delete the task.