TABLE OF CONTENTS

• Overview
• Accessing the Task Manager
• Task Manager Layout
  • Control Bar
  • Task Main Grid
• Creating a New Task
  • Amending Task Details
  • Customising the Colour Schema
• Managing Tasks
  • Using the Context Menu
  • Keyboard Shortcuts
• Further Support

Overview

The Task Manager module in ManagementStudio enables Project Administrators to track, assign, and manage tasks and to-do items. Tasks define project scope and represent specific activities required to complete a project. The Task Manager supports assigning, categorising, and monitoring all project activities from creation to completion.

Accessing the Task Manager

To open the Task Manager module:

• In the left-hand navigation pane, select the Task menu. (1)

• Choose one of the following:

  • My Tasks: Displays tasks assigned to the currently signed-in user. (2)
  • All Tasks: Displays all tasks within the project. (3)
    
    

Task Manager Layout

The Task Manager layout has two main areas:

Control Bar

Located at the top, the Control Bar offers the following functions (left to right):

• Reload Task: Refreshes the task grid.
• Locked: Filters to show locked tasks only.
• Archived: Filters to show archived tasks only.
• Deleted: Filters to show deleted tasks only.
• New Task: Opens the new task creation form.
• View Toggle: Switches between available views:
  • Grid View: Tabular presentation of tasks, with toolbar actions: (1)
    • Search
    • Clear search
    • Toggle column group bar (allows task grouping)
    • Select All
    • Select None
    • Invert selection
    • Pivot to table
    • Pivot to chart
    • Copy to clipboard
    • Export to Excel
    • Export to CSV
    • Grid Column Chooser
  • Kanban View: Visual card-based view by process or category (default view). (2)
  • Compact Card: Displays summary information in compact card format.
  • Full Card: Shows complete task information.
• Category: Assign or filter tasks using categories such as "As Intended," "Fixed," or "Broken."

Task Main Grid

Displays all project tasks, including their status and current process.

Creating a New Task

To add a new task:

1. Click New Task on the Control Bar.
   
2. Fill in the required fields: (1)
   • Subject
   • Description
3. Select the Process for assignment (a default is pre-selected). (2)
4. Click New to create the task. (3)

Amending Task Details

To edit an existing task:

1. Select the task and click the Task Details button. (1)
2. The Task Details tab opens in a new window.
3. Make the required changes. (2)
4. Click Save Task to commit changes. (3)

Customising the Colour Schema

You can customise the colour schema for tasks by process, tag, category, or priority. To add a custom tag with a colour:

1. Click the gear icon (bottom left) to switch to Administration view.
2. On the Tasks tile, select Menu Items.
3. Choose Tag from the menu group dropdown.
4. Click Click here to add new item to create a new tag.
5. Enter tag details and select a colour (e.g., use hex code #FFE6B9B7).
6. Click Save Changes at the top of the window.

Managing Tasks

When in Grid View, the following functions are available:

• Sort records by clicking on a column title (toggle ascending/descending).
• Search for tasks using the search box at the top.
• Refer to the Data Importer article for guidance on importing tasks.
• To review changes to audited fields, use the History tab in the Task Details view.

Using the Context Menu

Right-clicking on the grid opens the context menu, supporting multi-select actions (use Ctrl or Shift + click for multiple selection). Available actions:

Keyboard Shortcuts

• Reload: Press Ctrl+R to refresh the grid.

Further Support

For additional help, visit the ManagementStudio Service Desk to search the knowledge base or submit a support ticket.