Project tasks are different than Salesforce tasks, in that they relate directly to PSA projects. Your team can create and manage project tasks at the project level.
In PSA project task management loosely mirrors the concept of Agile task creation, with point assignment and burn-down. Points can represent time units, complexity factors, or other methods of tracking work. Data in child project tasks automatically rolls up to parents. Percentages complete are calculated, and statuses are automatically updated as you work through project tasks. You can:
Mark project tasks as started or completed.
Update project tasks.
Create parent and summary child tasks.
Create new project tasks.
Create preceding and dependent project tasks.
Assign resources to a project task.
If you are a project manager setting up projects in project task management, you can map out your project task hierarchy with parent, child, preceding and dependent tasks. For instance, if the project is a software development implementation, you can define parent tasks at the component level, then add more detailed development tasks as child tasks. You can also link the start and completion of development of specific components so that they are dependent on the start or completion of others, or you can link sprint dependencies in this way.
You create the parent summary project tasks first, then the child tasks and then the preceding and dependent tasks. You can then also build Salesforce workflows, approvals and reports around the project tasks.
Behind the scenes, the enhanced task management user interface uses the same objects as the classic task management user interface. When you use the classic task management user interface, the project task records shown in the enhanced task management are updated. For information about the enhanced task management user interface, see "Task Management Enhanced".
Project Task Assignments
A project task assignment associates a resource with a project task. In FinancialForce PSA you can create project task assignments for more than one resource.
Project Task Dependencies
A project task dependency defines the relationship between one task and another. In FinancialForce PSA you can make a task in one project dependent on a task in another project.
Points History and Points Complete History
Points History and Points Complete History objects track changes to the Points and Points complete fields. These objects are displayed on related lists on the project task.
Task Information
Each project on the Project tab contains a task information section, with the following read-only summary fields related to the totals of that project’s tasks:
You can either manage tasks using the classic task management user interface or the enhanced task management user interface, or you can use a combination of both.
In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
From the list, you can click any project task name to go directly to its detail.
Click New to create a new project task.
Recent Choice
Description
Recently Viewed
The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created
The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified
The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.
More about the home page.