Post Task Update dialog

To provide a quick update for a workflow task when the Workflow tab is in spreadsheet view mode or timeline view mode, click the task name. The Post Task Update dialog opens. Use this dialog as a quick alternative to editing the entire workflow, when you need to update a single task only. From this dialog, you can update a subset of task values, add attachments, and add comments.

The Post Task Update dialog box contains the Status and Attachments tabs.

Different options display when you click the name of an approval task. For more information, see Starting an approval process from view mode.

Note: When you open the Post Task Update dialog for a task, the system locks the task to prevent anyone else from editing it. Make sure that you close this dialog by clicking either Save and Return or Cancel. Otherwise, the task can remain locked and no one else can edit it.

Task status tab

The Status tab contains the following fields.

Table 1. Fields on the Status tab
Field Description
Owners

Display only. The task owner or owners. At the task level, projectAdvanced List, On-demand Campaign, or Corporate Campaign members are identified as task owners.

To change the task owners, you use workflow spreadsheet edit mode. In the Members column, add people to a task.
Target DatesActual Dates Display only. Calculated start and end dates and duration for the task. To update these values, change the values in the date and time fields.
Status The status of the task. Select a value from the supplied list.
Enable attachments Project owners and the administrators who design workflow templates can indicate whether members can add attachments for the task.
% Complete

Progress for the task. Enter a whole number 0 - 100.

Note: To change the state of a task marked as finished back to active, you must change the status to Pending and the % Complete to a number less than 100. If you do not change both values, the task remains marked as completed after you save.
Actual Effort The time that is spent on the task. Click the field to enter a value in days, hours, and minutes, for example, 03D-02H-00M.

Forecast /ActualTarget date and time

The begin and end dates and times for the task.

Marketing Operations calculates these dates for your task based on the status if you do not enter a start date, end date, or both

When you start a task (change the status from Pending or empty to Active), and save:

  • If the start and end date are empty, then the start date is set to the current date and time. The end date is set to the current date time plus duration.
  • If the start date is set, but the end date is not set, the end date is set to the start date plus duration.
  • If the end date is set, but the start date is not set, the start date is set to the end date minus duration.

When you complete a task (change status from Pending or empty to Finish), and save:

  • If the start and end date are empty, then the end date is set to current date and time. The start date is set to the end date minus duration.
  • If the start date is set, but the end date is not set:
    • If the start date is set prior to the current date, then the end date is set to the current date and the duration is set to the end date minus the start date.
    • If the start date is set later than the current date, then the end date is set to the current date and the start date is set to the end date minus duration.

  • If the end date is set, but the start date is not set, the start date is set to the end date minus duration.

When you change a task to pending, and save:

  • If the start and end dates are empty, those dates are kept empty.
  • If the start date is set but the end date is not set, then the end date is set to the current time plus duration.

  • If the end date is set but the start date is not set, then the start date is set to the end date minus duration.
Comments for revision history Enter notes to include in the revision history of the project and in any notifications that are sent about the task.
Workflow Notes Enter notes to display with the task in spreadsheet view or edit mode.

Task attachments tab

The Attachments tab contains the following fields.

Note: Only the owner of a task can add an attachment. You can identify member roles and members for tasks in edit mode.
Table 2. Fields on the Attachments tab
Item Description
Attachments

The top of the page lists current task attachments. The following information displays for each attachment:

  • The attachment name, which is a link to the attachment.
  • The file type and size.
  • A description, including the date and time the attachment was added, the name of the person who added it, and any additional comments.
  • Links for removing attachments or for sending the attachment by email.
File to Attach Select the source of the file to attach.
Browse Click to browse your computer or the asset libraries for the file to attach. Supported file formats include DOC, PPT, XLS, PDF, GIF, JPEG, PNG, and MPP.
Comments Enter text to describe the attachment.
Save Attachment Click to attach the selected file or URL.