Tasks are pieces of work to be done. They are the building blocks of every project timeline and budget and are used to build the Gantt charts your team will use in managing your project. Tasks and their budgets are also used to provide detailed reporting for both you and your clients.
By taking the time to set up tasks and their budgets correctly, you are setting yourself up for success.
Note: Be sure to have added Cost Centres into your PX360 account beforehand. This will allow for a smoother experience adding tasks to your project. |
Included in this guide:
Adding Tasks to Projects
Adding tasks to projects can be done in several ways. Your team members may have different ways of working and the options allow them to work comfortably in PX360 to get the job done.
Method 1: Adding Tasks During Project Creation/Editing
On Step 6. Project Scheduling, click the plus (+) button to add the task, enter the fields in the popup, and click Submit.
Task Name | Be descriptive. Be sure to follow any company-established naming conventions. |
Cost Centre | Category for assigning, tracking, and reporting costs. Cost Centres are required to enter tasks. |
Start Date - End Date | Expected dates of task duration |
Lag Days | The number of days you want between the current task and the next task. This will also automatically take into account the Duration you've entered for the current task. |
Method 2: Adding Tasks From the Planning tab
On the Planning tab, click the plus (+) button to add a Task, enter the fields in the popup, and click Submit.
Task Name | Be descriptive. Be sure to follow any company-established naming conventions. |
Cost Centre | Category for assigning, tracking, and reporting costs. Cost Centres are required to enter tasks. |
Start Date - End Date | Expected dates of task duration. |
Lag Days | The number of days you want between the current task and the next task. This will also automatically take into account the Duration you've entered for the current task. |
Method 3: Adding Tasks From the Overview Site Diary Tab
On the Overview Site Diary tab, hover over the date for the task, and click the plus (+) button.
Select Add Task To Do from the Administration Tool popup. Click Add Task To Do, enter in the fields, and click Submit.
Click Add Task To Do on the popup for as many tasks as you'd like to add for a specific date.
Document Date | Date the task took place or the date that it is due. This date will automatically populate based on which calendar day you pressed the plus (+) button, but it can be changed manually in the popup. |
To-Do Title | The task name. Be descriptive. Be sure to follow any company-established naming conventions. |
Select Cost Centre | Category for assigning, tracking, and reporting costs. Cost Centres are required to enter tasks. |
Select Users | The team member responsible for this task. |
Method 4: Using the Task To Do Widget
The Task To Do Widget is a universal way to communicate on a project. Use it to add tasks and notes across PX360 whether you're in a web browser or on the mobile app.
Click here to view a more in-depth article on the Task To Do widget.
Searching Existing Tasks and Notes
In the above areas, there are search bars and dropdowns to filter or search for existing tasks or notes on a project.
It may be a good idea to search for an existing task before you create a new one to avoid unnecessary duplications.
Editing and Deleting Tasks and Notes
In the above areas, clicking or double-clicking on the task or note will allow you to edit or delete the item. When editing, be sure to click the Save or Submit button to keep your changes.
Be aware that deleted tasks and notes cannot be recovered, so only make deletions when sure they are no longer needed.
Check out Tasks and Budgets to learn how to apply cost centres to tasks for budgeting.