brotherton-erpnext/erpnext/docs/user/manual/en/projects/tasks.md

66 lines
2.7 KiB
Markdown
Raw Normal View History

2017-07-31 10:50:43 +00:00
# Tasks
2015-11-05 11:25:10 +00:00
Project is divided into Tasks.
In ERPNext, you can also create a Task independently.
2018-02-07 13:29:06 +00:00
<img class="screenshot" alt="Task" src="{{docs_base_url}}/assets/img/project/task.png">
2015-11-05 11:25:10 +00:00
### Status of the Task
2016-06-20 18:36:28 +00:00
A Task can have one of the following statuses - Open, Working, Pending Review, Closed, or Cancelled.
2015-11-05 11:25:10 +00:00
2018-02-07 13:29:06 +00:00
<img class="screenshot" alt="Task - Status" src="{{docs_base_url}}/assets/img/project/task_status.png">
2015-11-05 11:25:10 +00:00
2016-06-20 18:36:28 +00:00
* By default each new Task created has the status set to 'Open'.
2015-11-05 11:25:10 +00:00
2016-06-20 18:36:28 +00:00
* If a Time Log is made against a task, its status will be set to 'Working'.
2015-11-05 11:25:10 +00:00
### Dependent Task
2016-06-20 18:36:28 +00:00
You can specify a list of dependent tasks under the 'Depends On' section.
2015-11-05 11:25:10 +00:00
2018-02-07 13:29:06 +00:00
<img class="screenshot" alt="Depends On" src="{{docs_base_url}}/assets/img/project/task_depends_on.png">
2015-11-05 11:25:10 +00:00
2016-06-20 18:36:28 +00:00
* You cannot close the parent task until all dependent tasks are closed.
2015-11-05 11:25:10 +00:00
2016-06-20 18:36:28 +00:00
* If the dependent tasks are delayed and overlap with the expected Start Date of the Parent task, the system will reschedule the parent task.
2015-11-05 11:25:10 +00:00
### Managing Time
2017-07-31 11:11:35 +00:00
ERPNext uses [Time Log](/docs/user/manual/en/projects/time-log.html) to track the progress of a Task.
2015-11-05 11:25:10 +00:00
You can create multiple Time Logs against each task.
The Actual Start and End Time along with the costing is updated based on the Time Log.
2015-11-05 11:25:10 +00:00
* To view Time Log made against a Task click on 'Time Logs'
2018-02-07 13:29:06 +00:00
<img class="screenshot" alt="Task - View Time Log" src="{{docs_base_url}}/assets/img/project/task_view_time_log.png">
2015-11-05 11:25:10 +00:00
2018-02-07 13:29:06 +00:00
<img class="screenshot" alt="Task - Time Log List" src="{{docs_base_url}}/assets/img/project/task_time_log_list.png">
2015-11-05 11:25:10 +00:00
* You can also create a Time Log directly and link it to the Task.
2015-11-05 11:25:10 +00:00
2018-02-07 13:29:06 +00:00
<img class="screenshot" alt="Task - Link Time Log" src="{{docs_base_url}}/assets/img/project/task_time_log_link.png">
2015-11-05 11:25:10 +00:00
### Managing Expenses
2017-07-31 11:11:35 +00:00
You can book [Expense Claim](/docs/user/manual/en/human-resources/expense-claim.html) against a task.
2015-11-05 11:25:10 +00:00
The system shall update the total amount from expense claims in the costing section.
* To view Expense Claims made against a Task click on 'Expense Claims'
2018-02-07 13:29:06 +00:00
<img class="screenshot" alt="Task - View Expense Claim" src="{{docs_base_url}}/assets/img/project/task_view_expense_claim.png">
2015-11-05 11:25:10 +00:00
* You can also create a Expense Claims directly and link it to the Task.
2015-11-05 11:25:10 +00:00
2018-02-07 13:29:06 +00:00
<img class="screenshot" alt="Task - Link Expense Claim" src="{{docs_base_url}}/assets/img/project/task_expense_claim_link.png">
2015-11-05 11:25:10 +00:00
* Total amount of Expense Claims booked against a task is shown under 'Total Expense Claim' in the Task Costing Section
2018-02-07 13:29:06 +00:00
<img class="screenshot" alt="Task - Total Expense Claim" src="{{docs_base_url}}/assets/img/project/task_total_expense_claim.png">
2015-11-05 11:25:10 +00:00
<div class="embed-container">
<iframe src="https://www.youtube.com/embed/IxY-rSJsA6U?end=126rel=0" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen></iframe>
</div>
2015-11-05 11:25:10 +00:00
{next}