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Add a Comment or Change the Status of a Task

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Objective

How to change the status from a task item and/or comment on a task to request or clarify additional information.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the Tasks tool.
      OR
    • 'Standard' level permissions on the Tasks tool AND be an Assignee or Creator of the task.
    • If you are the Creator, you can update the task to include any Status.
    • If you are the Assignee, you are permitted to update the status to "Initiated', 'In Progress', or 'Ready for Review', but NOT to 'Closed' or 'Void'."

Steps

Add a Comment

Note: After you post a comment, it becomes a permanent part of the task's history. It cannot be deleted from the task at a later time.

  1. Navigate to the project's Tasks tool.
  2. Click View next to the Task for which you wish to comment.
  3. Click Add a Comment under the Activity section.
  4. If you want to add a file attachment, click Attach File(s).
    This opens the Attach Files window.
  5. Choose from the following attachment options:
    1. My Computer. Click this option to upload a file from your computer.
    2. Photos. Click this option to attach a file from the project's Photos tool. See Photos (Project Level)
    3. Drawings. Click this option to attach a file from the project's Drawings tool. See Drawings (Project Level)
    4. Documents. Click this option to attach a file from the project's Documents tool. See Documents (Project Level).
  6. Click Attach Files.
  7. Click Post Comment

Change the Status

  1. Navigate to the project's Tasks tool.
  2. Click View next to the Task you wish to change the status of.
  3. Click Change Status under the Activity section.
  4. In the 'Change Status to' drop-down, select a status.
  5. Add an optional comment in the comment field.
  6. If you want to add a file attachment, click Attach File(s).
    This opens the Attach Files window.
  7. Choose from the following attachment options:
    1. My Computer. Click this option to upload a file from your computer.
    2. Photos. Click this option to attach a file from the project's Photos tool. See Photos (Project Level)
    3. Drawings. Click this option to attach a file from the project's Drawings tool. See Drawings (Project Level)
    4. Documents. Click this option to attach a file from the project's Documents tool. See Documents (Project Level).
  8. Click Attach Files.
  9. Click Update Status.

    change-status-tasks.jpg
    This updates the task to reflect the selected status. If you left a comment, it is also saved with the task. 
     

See Also

 

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