How do I enter and edit the Project Task List?

Modified on Tue, 3 Oct, 2023 at 9:55 AM

From the Navigation Panel, under Public Zones, select Projects.
All existing projects created for your company will be shown. You can search for a specific project in the Search Projects field, or you can choose to Filter certain types of projects by clicking on the appropriate Attributes button. You can also scroll through the list of clients and select the appropriate client.
Select the card for the project you wish to update.
In the centre of the screen you will see various tab headings allowing you to choose an action for your chosen Project.
Select the Task List tab.
Click Create First Task List.
Enter a text description of your Task and click Enter.
Click on the pencil icon to Edit your Task, the Edit task modal will be shown. You can enter details such as:
- Priority level (this is a visual flag only and does not affect how the system treats the Task).
- Due date.
- Task status.
- Estimated Time to complete task. You can type xx days/weeks/hours and the system will calculate for you.
- Whom the Task should be assigned to from the Resource List. (Topsail will send an automatic email notification to the person assigned the task)
- Any Tags you wish to associate with the Task.
- A written description of the Task. In this comment section you can @Tag a colleague to bring their attention to the comment. This will automatically send an email notification.
Click Save.