Reach Tasks

Reach Tasks allows you to keep track of your Projects progress by adding tasks for yourself and other users, and managing these. Tasks are linked to Projects.

To view all your Tasks in one place (from multiple different projects), go to Home > My Tasks

To view all Tasks for a specific Project, go into the Project via Projects > Projects 

Add a new Task

Tasks can be added either:

• In the My Tasks screen, by clicking the Add Task button

or

• When within a Project, by clicking the Add Task button

Input the details of the task:

• Project - if adding within a Project this will be automatically selected
• Summary - a brief summary of the task which will show as like a title for it
• Description - detailed information on the task
• Comment - you can use this to add any updates to the task, correspondence etc.
• Status - the current status of the task
• Reporter - who created the task
• Assign to - who the task is assigned to
• Priority - you can set if the task is low, normal or high priority
• Related event - if there are any events in the project calendar the task is related to 
• Deadline - set a the deadline date for the task
• Link to Panacea job - if you use Panacea core, you can type in a job number to link the task to the job. Once a job has been selected, you can press Go from the task to be taken to the job in Core

Manage Tasks

• Tasks are organised by Status to track whether they're To-do, In Progress, Blocked, or Completed
  • Drag and drop tasks in between each list to change their status
• Tasks are arranged in each list by deadline date, with the closest deadline at the top of the list
• The Priority of the task is indicated by the arrow 
  • ↑ = high
  • → = normal
  • ↓ = low
• The user assigned the task is indicated on the task
• Click on a task to view further details or make any edits
• Once tasks are completed, this will be reflected in the progress of the project