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 you can input key information regarding the plan.
By using the simple dropdown field, you can select the most appropriate overall RAG 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 Add Task or Add Milestone.
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.
Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. They will also see these records in their personal Feed.
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 Add to record a new update.
Top Tips
- Task or Milestone owners must be added to the Team Members table in order to access the project or activity. They will still see the item in their Feed.
- The layout of the tasks and milestones can be changed from the summary layout to a Gantt chart or Edit All table clicking on the dropdown arrow next to Add Milestone and selecting Layout.
- Click on the following highlighted links for more information on the Gantt functionality (including how to export) and tailoring your Project Tables layout.
- Click on the following link to learn how to print out your task and milestone summary report - How to print specific parts of your project.