Tasks
Go to: Projects → Task, or open a Project and select Tasks
Tasks can stand alone, belong to a project, sit below a group task, depend on other tasks, and carry their own assignee, schedule, progress, and timesheets.
Create a task
Enter the work
Click Create Task and enter the required Subject. Select a Project and Priority if applicable.
Choose the task shape
Turn on Group Task for a parent/container task, or Task Template for reusable work. A normal task can be linked to a parent group.
Classify and link it
Select Task Type. If that type has a Document Type, normal non-group tasks also show Linked Document.
Plan the schedule
Choose Absolute Dates or Relative to Project Start. Add progress, weight, milestone, reminder, and actual values as appropriate.
Add dependencies and save
Use the Dependencies tab to select prerequisite tasks, then save. Use Assign on the saved task to choose its owner.
Task fields
| Area | Field | Meaning |
|---|---|---|
| Basic | Subject | Required task name |
| Project | Optional parent project; hidden for task templates | |
| Priority | Low, Medium, or High | |
| Group Task | Makes this a parent task | |
| Task Template | Makes this reusable rather than live project work | |
| Classification | Task Type | Work category and optional document automation |
| Linked Document | Appears when the Task Type specifies a Document Type | |
| Planning | Schedule Mode | Absolute Dates or Relative to Project Start |
| Expected Start / Expected End | Planned dates in Absolute mode | |
| Begin On Days / Duration (Days) | Offset and length in Relative mode | |
| Task Weight | Used by project Task Weight progress | |
| Is Milestone | Marks an important schedule point | |
| Tracking | Actual Start Date | When work really started |
| Completed On | Required for Completed; available for Cancelled | |
| Actual Time | Hours spent entered on the task | |
| Progress | 0–100; completion presents as 100 | |
| Structure | Parent Task (Group) | Places the task below a group task |
| Follow-up | Remind Me | Local date/time reminder, at least 30 minutes ahead and within task dates |
| Detail | Description | Instructions, outcome, or acceptance notes |
Selecting a task on a timesheet can derive its project automatically. The task must be assigned to the timesheet employee’s user account.
For schedule changes across the whole project, use Gantt Charts. For time recorded against a task, see Timesheets.
Task statuses and allowed moves
| Status | Meaning | Normal next moves |
|---|---|---|
| Draft | Not released | Open or Cancelled |
| Open | Ready to work | Working, Completed, or Cancelled |
| Working | In progress | Open, Completed, or Cancelled |
| Completed | Finished | Working |
| Cancelled | Stopped | Open |
| Overdue | System-maintained late task | Open, Working, Completed, or Cancelled |
Completing directly from Open requires an Actual Start Date. Completed also records Completed On. Task templates do not follow live-task status changes.
In everyday use, save unfinished preparation as Draft, move it to Open when it is ready, and use Working while work is in progress. Mark it Completed when finished or Cancelled if it will not continue. ERPX marks late tasks Overdue automatically. Reopening options are available when work needs to resume.
Dependencies
Open the task’s Dependencies tab.
- Depends On lists prerequisites that must come first.
- Blocking Tasks lists tasks that depend on the current task.
- Click Add Dependency, choose a task, and save.
- Use the row action to remove a dependency, or Clear Table before saving.
ERPX rejects self-dependencies, duplicates, circular chains, cross-project mismatches, and ordering that puts a dependent task before its prerequisite.
A dependency is a schedule and sequencing rule. It does not hide the dependent task from every view. Use the status and dependency graph to judge readiness.
Timesheets tab
On a saved, non-template task, Timesheets shows linked entries with Document Number, Employee, Date, Hours, and Status. Open a row to review the timesheet.
Project task views
Open a saved Project and choose Tasks.
| View | Best for | What you can do |
|---|---|---|
| List / Table View | Detailed maintenance | Review task details, reorder, link or unlink, and use bulk actions |
| Kanban View | Status-based daily work | See cards by status and move eligible tasks |
| Task Dependency Graph | Understanding task order | Follow dependency lines and inspect hierarchy, status, priority, and progress |
List view
Select rows and open Actions to mark eligible tasks Open, Working, Completed, or Cancelled; duplicate; delete; unlink; or bulk-edit Project and planned dates. Skipped rows are reported.
Use Link Task to attach an existing unlinked task. Unlinking removes the project relationship without deleting the task.
Drag rows to reorder them. ERPX blocks positions that violate group hierarchy or dependency order.
Kanban view
Columns represent Draft, Open, Working, Completed, Cancelled, and Overdue. Cards show key task details. Move a card only to a status allowed by the task workflow.
Dependency Graph
Arrows show prerequisite order. Use zoom in, zoom out, and reset for large plans. Add or remove relationships on the task’s Dependencies tab.