Each project phase consists of tasks, which make it easier to delegate resources and manage the project at a more granular level.
You can perform basic functions around a task, including adding assignees, start and end dates, and attachments. You can also add subtasks, create task dependencies, attach files, and have conversations around the task.
This help article focuses on the actions that you can perform around a task.
Task Pane Properties
Click on any task and edit the properties from the dialog box.
| Property | Description |
|---|
| Assign to | Choose a team member or placeholder to assign to the task. |
| Due Date | Set a due date for the task. |
| Task status | Set any custom status according to your choice. |
| Add time | Track the number of hours you spent working on the task. |
| Click to copy task link | Lets you copy the link to the current task. |
| Task followers | Task followers get notified whenever a change is made to the task. |
More Actions
| Action | Description |
|---|
| Convert to Milestone/ Task | Convert the task to a milestone, or convert a milestone back to a task. Milestone tasks in Rocketlane represent significant project checkpoints or goals, enabling you to add a CSAT after completion. |
| Mark as At risk/ Remove At risk | Flag the task as At risk or remove the flag. |
| Mark task as private/ shared | Change the privacy of the task as private or shared. |
| Move to a phase | Move the task to a different phase. You can choose the phase that you want to move the task to from the list of phases in the project. |
| Request approval | After clicking Request Approval, the Approvals tab opens. You can edit the privacy type, approvers, due date, and add a short note to the request. Click Request when you are done.
 |
| Create a Jira issue | Raise a Jira issue. |
| Link a Jira issue | Link an existing Jira issue. Add the Jira issue URL and click Link a Jira issue. |
| Delete | Delete the task. |
Task Info
| Section | Description |
|---|
| Description | Add a description for the task. |
| Add a private note | Add a private note to the task. |
| Attachments | Browse for a file from your PC and attach it to the task. |
| Subtasks | Add subtasks to be linked to the current task. |
| Dependencies | Add or remove tasks that are dependent on the current task. |
Additional Info
Task Fields
| Field | Description |
|---|
| Created by | Mentions the team member who created the task. |
| Created on | Mentions the date the task was created. |
| Completed on | Mentions the date of completion in case of completed tasks. |
| Started on | Start date of the task. |
| Effort | The effort is the estimated time in hours required to execute the task. |
| Progress | Use the slider to indicate the progress of the task. |
| Priority | Set a priority to the task. Choose from High, Medium, and Low. |
Time Entry Settings
| Setting | Description |
|---|
| Billable | Mark your time entry as billable or non-billable. |
| Category | Mark the category for the time entry. |
Conversations
Send messages to team members in the project and share important files.
| Action | Description |
|---|
| Private Messaging | Allows you to send private messages on the chat that will only be visible to the project's team members from your organisation. |
| Attach Files | Browse for files from your PC and attach them to the conversation. |
| Add an emoji | Add emoji to the chat. |