Body
Description
This KB gives instructions on how to add work hours to a task, update percent complete of a task, and how to complete subtasks (card wall plans only).
Criteria
- Access to the TDNext and the correct Projects application
- Added as a resource on the correct Project
How to Add Work Hours to a Task
- Open the main task/card
- Navigate to the “Work” tab
- Choose the time type, hours, and brief description to record
- Repeat step 3 as needed
Note: You can also add time for a singular date from the “General” tab, Actions > Update
How to Update Percent Complete of a Task
Note: Setting percent complete to 100% will mark a task as completed. For a card wall, not all subtasks need to be completed in order for the main task to be set to 100%.
How to Complete a Subtask (card wall only)
Subtasks can be added to main tasks on card wall plans. On a waterfall plan, child tasks behave as main tasks; see above for adding hours and marking complete.
You can view subtasks associated with a main task while looking at the dashboard sidebar, but you cannot edit or complete them from there. In order to edit or complete a subtask:
- Navigate to the card wall
- Open the main task/card
- You can check off subtasks from the “Subtasks” tab
Note: Percent complete will automatically adjust based on the number of subtasks created/completed. You can manually change the percent complete from the “Card” tab.