Creating Tasks

Especially at the beginning of a project, you'll be using this form quite a bit, so we thought we'd go into some detail about how it works. Just to keep you moving at the fastest pace possible. Time is money!

An Overview Of The Task Creator Window

Task_modal_overview

  • The name of the task - This is where you briefly describe your task in a sentence or so. It should reflect the way you describe tasks to your clients and your team. Tasks can be user stories ("A user should be able to login") or whatever else works for you ("Put a Google Map embed on the homepage"). You can also include hashtags in your task name ("The login code is busted #bug"), which can be easily filtered.
  • Assigning a task You can choose to assign a task to somebody now or you can assign the tasks later. When a person is assigned a task, they'll get an email letting them know they've got work to do.
  • Task description - By default, whatever you enter in the description field will become the new task's description. You can use most of the standard Markdown syntax in your descriptions, so you can have bullet lists, numbered lists, bold, italics, links, etc. For more on the syntax check out the syntax. However, any lines that begin with "<sub>" will become subtasks. This makes it easy to do the following: 
    When uploading a user's profile image, we'll store it remotely and create various thumbnails.
    <sub> Store original image on S3  
    <sub> Create a 50x50 and 100x100 thumbnail and store on S3  
    <sub> Validate that only images are uploaded 
    <sub> Prompt user if uploaded file is over 10mb
    	
  • Adding a task to a group - Task groups are a way to categorize your tasks. You can group tasks by feature, for example (e.g. "Home Page"). To add your new task to a group, start typing the name of the desired group. If it exists, you'll be able to match it through our autocomplete. If it doesn't, we'll create it for you.
  • Adding a task to a milestone - The milestone a task belongs to is the position that a task falls at in the project list. By default, new tasks will be added to the bottom of the project list, into the "Backlog" when adding a task from the navigation bar. Should you add a task to a milestone on creation, we'll add it to the very end of the chosen milestone.
  • Setting an estimate - All tasks in Planscope have estimates, even for fixed price projects. We want to make it easy for you to see how accurate your estimates are, how profitable your time is, and more. If you leave an estimate blank, we'll assign the default estimate (1 hour, though this can be changed on the "Manage" tab) to the new task.
  • Setting a price - For fixed price projcets, you can easily set the price of a task.