Tasks
Tasks are the basic unit of work in Aphex. Tasks hold all the information about the unit of work.
Task Properties
Tasks properties are the details and data that can be assigned to Tasks.
Property | Description |
---|---|
Name | Name given to the Task |
Start | Start date |
End | End date |
Duration | Duration in working days |
Calendar | Working and non-working days |
Shift | Shift pattern indicating a Task's working hours |
Owner | User responsible for the Task |
Assigned To | Users who can status and comment on the Task |
Subcontractor | Subcontractor responsible for delivering the Task |
Labour | Human resources required to deliver the Task |
Plant | Equipment and machinery required to deliver the Task |
Materials | Material resources required to deliver the Task |
Location | Visual map of an on-site location of the Task, or description of the off-site location |
Work Area | Physical location of a Task on-site, marked-up on a location image |
Folder Code | Structure used to group and structure Tasks in the plan |
External ID | A unique identifier used to connect a task to an external plan, this commonly represents an Activity ID in a master schedule |
Package | Custom way of grouping related Tasks in the plan |
Parent | Parent Task of a Subtask |
Notes | Additional notes that can be attached to Tasks |
Comments | Thread of communication on the Task |
Documents | Documents that can be uploaded and attached to Tasks |
Related Tasks | Connected Tasks. Relationships can exist between Tasks in the form of Logic Links |
Activity ID | Unique identifier automatically assigned to every Task in the plan |
Status | The overall state of a Task |
Blockers | Identify what needs to be completed before a task proceeds |
Task Permissions
Each Task has a single Owner who is responsible for detailing, updating and making the Task ready. Tasks can also be interacted with by other team members depending on their Project Role and whether they have been Assigned To the Task.
Owner/ Admin / Delegate | Assigned To | No Task Role | |
---|---|---|---|
Delete Task | ✓ | - | - |
Duplicate Task | ✓ | ✓ | ✓ |
Breakdown Task | ✓ | - | - |
Update Task Links | ✓ | ✓ | - |
Update Task Dates, Duration, Calendar and Shift | ✓ | ✓ | - |
Update Task Blockers | ✓ | ✓ | - |
Update Task Tags | ✓ | ✓ | - |
Update Task Subcontractor, Labour, Plant and Materials | ✓ | ✓ | - |
Update Task Location and Work Area | ✓ | ✓ | - |
Update Task Parent, Package, Folder, External ID | ✓ | ✓ | - |
Request Non-Conflicting Clash Resolution | ✓ | - | - |
Convert to Milestone | ✓ | ✓ | - |
Update Task Owner | ✓ | - | - |
Update Task Assignees | ✓ | ✓ | - |
Add Task Comment | ✓ | ✓ | ✓ |
Update Task Notes | ✓ | ✓ | - |
Update Task Documents | ✓ | ✓ | - |
Status Task* | ✓ | ✓ | - |
Update Resource Actuals | ✓ | ✓ | - |
Record Progress Update | ✓ | ✓ | - |
*Additional layers of permission controls apply
Task Types
Tasks can be broken-down into a collection of Subtasks within a Parent Task, or converted into a Milestone Task.
Parent Tasks
After a Task is broken down into a Parent Task, it becomes a summary of all its Subtasks. Some properties are controlled by the Parent Task that all Subtasks will inherit:
Parent Task Properties |
---|
|
Subtasks
Aside from the inherited properties, Subtasks can have their own individual properties:
Subtask Properties |
---|
|
Milestones
Standard Tasks and Subtasks can also be converted into Milestone Tasks, or Milestone Subtasks.
Milestone Tasks are unique in the following ways:
Ability to have a Target Date, in addition to Start & End dates
Do not appear as a ‘bar’ on the Gantt, but instead have their own Diamond shape
Are excluded from the Missing Data checks before a new version is created
As Milestones are a Task Type, all Task Properties and associated Task Permissions that are applicable to Standard Tasks and Subtasks also apply to Milestone Tasks and Milestone Subtasks.
However Milestone Tasks do have some special properties:
Milestone Property | Description |
---|---|
Target Date | Target Date is a single date that enable projects to track Target Dates against the end date of the Milestone |
Publication History | The Publication History section tracks the Milestone's current end date in comparison to the end date in each recent Published Version |
Activity Feed
The Activity Feed contains a record of all of a Task’s changes, Comments and attachments (images and documents).
This includes a detailed log of all updated properties and Progress Updates, the User that made the change, and the exact time that the change was made.
You can filter which data to view in the Activity Feed:
All Activity | Task Property changes, Progress Updates, Comments & attachments (images and documents) |
Comments | Comments and attachments (images and documents) |
Dates & Progress | Date changes and Progress Updates |
Blockers | Changes to the state of Blockers and adding/removing Blockers from a task |
Last updated