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Project is divided into Tasks. In ERPNext, you can also create a Task independently.
Status of the Task
A Task can have one of the following status' - Open, Working, Pending Review, Closed, or Cancelled.
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By default each new Task created shall have the status set to 'Open'.
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If a Time Log is made against a task, its status shall be set to 'Working'.
Dependent Task
You can specify a list of dependent task under the 'Depends On' section.
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You cannot close the parent Task until all 'Dependant Task' are closed.
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If the Dependent Task are delayed and overlap with the expected Start Date of the Parent task, the system will reschedule the parent task.
Managing Time
ERPNext uses Time Log to track the progress of a Task. 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.
- To view Time Log made against a Task click on 'Time Logs'
- You can also create a Time Log directly and link it to the Task.
Managing Expenses
You can book Expense Claim against a task. 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'
- You can also create a Expense Claims directly and link it to the Task.
- Total amount of Expense Claims booked against a task is shown under 'Total Expense Claim' in the Task Costing Section
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