Creating Tasks

enaio® coLab 11.10

Project members can create tasks in the tasks view (simple text tasks) and in the files view (tasks with a file link) in enaio® coLab.

You must first create a task group before you can create a task (see Creating Task Groups).

It is possible that the tasks view and the task area on the project’s overview page have been hidden in the settings of enaio® coLab (see The General Settings Area).

To create simple text tasks in the tasks view, follow these steps

Open the tasks view by clicking the Tasks icon in the main navigation.
In the tasks view, select the task group in which you want to create the task.

You cannot create a task without a task group. First create a task group (see Creating Task Groups) in this case.
Click the Plus icon in the header of the task table.

The Plus icon is grayed out if a task group has not yet been created or selected.

The Create new task input form appears.
Fill in the Task and Description fields in the input form.

Fields indicated by an asterisk ("*") are mandatory.

You can enter up to 255 characters including spaces in the Task and Description fields. The numbers above the input field indicate the number of characters you can enter and how many characters you have already entered.
Select a deadline by which the task should be completed in the Due on field.

You can select the date in the calendar that appears by clicking in the input field with the mouse.

It is not mandatory to enter a due date when creating a task.
Assign the task to a project member.

If you click in the Assign user input field, a drop-down menu with a list of project members to whom you can assign the task will appear.

It is not mandatory to assign a task to a project member when creating a task.
Click the Apply button in the input form to finish creating the task.

The task is created and shown in the tasks view of all project members in the Task icon Task area.

If the task has been assigned to a project member, it will also be shown on the project’s overview page of the respective member.

If the task has been assigned to a project member, then this person will also be informed of the assignment to the task by e-mail, provided this has been configured accordingly in the user settings of the project room (see The E-mails Settings Area). Among other things, the task notification e-mail contains a link to the assigned task.

To create tasks with a file link in the files view, follow these steps

Open the files view by clicking the Files icon in the main navigation.
Select the file in the directory structure that you want to link to a task.
Click the icon created by Task in the row that contains the selected file.

The Create new task input form appears.

Fields indicated by an asterisk ("*") are mandatory.
Select the task group to which you want to assign the task in the input form.
Fill in the Task and Description fields in the input form.

You can enter up to 255 characters including spaces in the Task and Description fields. The numbers above the input field indicate the number of characters you can enter and how many characters you have already entered.
Select a deadline by which the task should be completed in the Due on field.

You can select the date in the calendar that appears by clicking in the input field with the mouse.

It is not mandatory to enter a due date when creating a task.
Assign the task to a project member.

If you click in the Assign user input field, a drop-down menu with a list of project members to whom you can assign the task will appear.

It is not mandatory to assign a task to a project member when creating a task.
Click the Apply button in the input form to finish creating the task.

The task is created and shown in the tasks view of all project members in the task table. There it is indicated by a File attachment icon.

If the task has been assigned to a project member, it will also be shown on the project’s overview page of the respective member.

After creating a task, you can edit it in the tasks view. If necessary, you can assign or change due dates or assignments later on (see Editing Tasks).

If the features described above are not available to you, then it may be because you have been assigned a user-defined role that does not contain the corresponding rights. Contact a coLab administrator or the project room owner if you have any questions or if you need these rights.