How to transform an Action into a Task

If an Action is inside the scope of an on-going project, the Action could be transformed into a task. Doing so, the Project Manager will be able to manage its duration, assignments, effort, etc.

Settings

The steps described below are the ones when the Enable Work Items Home Page Charts option is enabled by the Administrator in the System Settings workspace, Work Management Settings folder, Global Options tab.

  1. Log in to the HTML5 client.

  2. Select:

    1. The Work workspace, Work Items tab, if you want to transform an Action related to a Project.

      Then select a Project in the Project Data Selector.

    2. The Portfolio Work Management workspace, Work Items tab, if you want to transform an Action related to a Portfolio.

      Then select a Portfolio Folder in the Data Selector.

  3. Click on the number of open Actions in the upper right corner of the Actions Chart section to open the Work Item full screen view, Inbox tab.

  4. Select an Action in the Work Items List panel.

By selecting the appropriate Workflow State

  1. In the Work Item Details view, click on the Workflow (WorkflowAction) button and select a Workflow State.

  2. After having reached the “Closed” Workflow State, the user will be prompted to take specific actions from a pop-up.

  3. Click on the Create a Connected Task button.

  4. In the Task list, select a task, so that the newly created task will be inserted after the selected one.

  5. In the Task Details dialog box, enter all the information related to this new task.

  6. Close the dialog box.

  7. The newly created task is now displayed in the Gantt view and the Action has been removed from the list.

By creating a Connection

Warning

To perform this action, the Workflow State Vote must be set to “Closed”.

  1. In the Work Item Details view, click on the Connections button to activate the Connections section.

  2. In the Connections section, click on the Create & Connect button and select Task to open the Task list.

  3. In the Task list, select a task, so that the newly created task will be inserted after the selected one.

  4. In the Task Details dialog box, enter all the information related to this new task.

  5. Close the dialog box.

  6. The newly created task is now displayed in the Gantt view and the Action has been removed from the list.