Manage a Task

Through the Tasks page, in addition to viewing a list of all tasks, Eclipse PPM users can perform some quick actions on each of the displayed tasks.

To mark a task as complete

1. On the Tasks page, click the action arrow next to the required task.
   A drop-down menu is displayed.

2. From the displayed menu, click Complete.
   A success message is displayed indicating that the task is completed successfully.

To export a task

1. On the Tasks page, click the action arrow next to the required task.
   A drop-down menu is displayed.

2. From the displayed menu, click Export as appointment or Export ad meeting, as required.
   The Export to My Calendar pop-up window is displayed.

Tip: The displayed dates are the ones of the task. The user may make changes to the Start Date and End Date of the task.

3. Click Export.
   The Calendar file is downloaded automatically to your machine.
4. Click the Calendar file, and then choose the email client you to which you want to add the appointment/meeting.

To send a comment to the resources of the task or add a comment to a task

1. On the Tasks page, click the action arrow next to the required task.
   A drop-down menu is displayed.

2. From the displayed menu, click Send Comment to Team or Add Comment, as required.
   The New Comment pop-up window is displayed.

3. In the Add persons by typing here field, type the names of people you want to mention.
   A list of suggested name(s) is displayed.
4. Select the name(s) required.

Note: When you choose Send Comment to Team, the names of the team members will be displayed automatically in the Add persons by typing here field.

5. In case you need to mention certain group of users in your comment, click the arrow next to the Add persons by typing here field.
   A drop-down menu is displayed.

6. Click the required group of users.
   The names of all the group users are displayed in the Add persons by typing here field.

Note: You can clear the Add persons by typing here field, whenever needed, by clicking the Clear icon next to it.

7. In the text box, type your comment using any of the text formatting options.
8. Click the arrow in the Select Tags field.
   A drop-down menu is displayed.

9. Click the required tag.
   The tag name appears in the Select Tags field.

Note: To add more tags to the same comment, repeat the previous 2 steps.

Note: You can clear the Select Tags field, whenever needed, by clicking the Clear icon next to it.

Tip: To notify the people mentioned in the comment by email, select the Notify the people I've mentioned via email check box.

10. Click Save.

To view comments added to a task

1. On the Tasks page, click the action arrow next to the required task.
   A drop-down menu is displayed.

2. From the displayed menu, click View Comments.
   The View Comments pop-up window is displayed.

To remove a task from the My Work panel

1. On the Tasks page, click the action arrow next to the required task.
   A drop-down menu is displayed.

2. From the displayed menu, click Remove from My Work.
   The task is removed from the My Work panel.

To follow/unfollow a task

1. On the Tasks page, click the action arrow next to the required task.
   A drop-down menu is displayed.

2. From the displayed menu, click Follow in case you want the task to appear in the Following panel on the Home page.
3. To unfollow the task again, whenever needed, repeat the previous two steps, and then click Unfollow.

To open the Project Home page in a new tab

1. On the Tasks page, click the action arrow next to the required task.
   A drop-down menu is displayed.

2. From the displayed menu, click Open Project in new tab.
   The Project Home page opens in a separate tab.