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New Task Tracker

Available in: EnterprisePremierProfessionalTeams, and Free

EARLY ACCESS!

Mavenlink's new and improved Task Tracker is in early release, giving users like you the opportunity to test new features and provide input and feedback. During this time, you're free to switch between the new and old Task Tracker to see the difference. If you would like to participate in early access, please contact your Client Success Manager.

 
What You'll Learn:

 

Overview

The Task Tracker is an interactive, visual representation of all the tasks, deliverables, and milestones required to complete a project. It serves as a high-level project overview, where you can see who is assigned work and the current status of each task. This helps you keep your team members on track and your tasks on schedule. Not only that, the Task Tracker gives your clients and consultants a window into the work being done and the timeline for completion.

The Task Tracker helps keep things organized with customizable views, filters, and columns, giving your team members the ability to work collaboratively how it suits them best.

New-Task-Tracker-Hero.png

With the Task Tracker you can:

  • Create tasks, deliverables, milestones, or issues
  • Assign team members to tasks
  • Drag and drop to re-prioritize or nest tasks
  • Quickly access the Task Details side panel, where you can view and manage individual task activity posts, checklists, proofs, and file attachments.

 

Step-by-Step

How to Access the Task Tracker [New]

  1. Hover over Projects on the left-side nav bar.
  2. If you don't see the project for which you want to manage tasks in the Recent Projects section, click All Projects and locate it in the Project List.
  3. Once you've selected a project and are in the project workspace, click on the Task Tracker [New] tab.Task-Tracker-Beta-Tab.png

How to Use the Task Tracker [New]

The project Task Tracker is an interactive table containing all the tasks, milestones, deliverables, and issues associated with a project. The following sections will walk you through the major landmarks of the Task Tracker interface.

 

The Task Toolbar

The Task Tracker toolbar acts as a page-wide header just above the Task Tracker table, giving you instant access to the most frequently used features and functionality you need to manage your tasks, with additional options located in the Actions (“   ”) menus.Task-Tracker-Toolbar-Full.png

The toolbar contains logically grouped sets of buttons and controls. The left side of the toolbar contains controls for searching, viewing, and filtering tasks, while the right side of the toolbar has controls for adding, sorting, and other basic task management needs.

 

Search

Use the Search field to quickly find the task information you need. As soon as you start typing a search term, Mavenlink will instantly extract (i.e., filter) data from the Task Tracker table, looking for matching values in nearly every field of each task row and the Task Details side panel.

Task-Tracker-Search.png

Views and Saved Views

You can use filters, sort options, and custom columns to configure how information appears in the Task Tracker and then save these configurations for future use. This way, you can switch between different views and get the information you need without having to manually re-apply the same filters every time you visit the Task Tracker.

After saving one or more views, you can access them from the Views drop-down menu. Saved views are member-specific and cannot be shared with other members; each member must create their own views. If you log out of Mavenlink or leave and return to the Task Tracker, the view that is set as your "default" will be loaded—regardless of which project you're viewing.

For more information on using views, please see the Task Tracker's Saved Views article.Task-Tracker-Saved-Views.png

Filters

If your project has multiple tasks and a large number of resources, filters are useful for showing only the tasks or resource information you need and hiding the rest. Using the Filters modal in the project Task Tracker, you can combine various elements (task fields and values) to create a filter that fits your needs. For example, you may want to see critical task deadlines, milestones, or other important information, such as tasks that haven't been started. You can save any combination of chosen filters for future use as a Saved View.

For more information on how to use the Task Tracker's Filters modal, click here.

Task-Tracker-Filters-Button.png

Cascade Changes to Dependencies

By default, the Cascade Changes checkbox on the right side of the task toolbar is disabled when you open the Task Tracker. Since there is no way to undo cascading changes to dependencies, please be intentional before checking the box.

Cascade-Changes-ANI.gif

When Cascade Changes is active (checked):

  • Modifying a task Start Date will automatically cascade changes to dependent tasks so you don’t have to manually adjust the dates of all predecessors and successors.
  • You can also cascade date changes to dependencies from the Task Details side panel, but only if it was opened from the project’s Task Tracker.
  • Shifting task dates also shifts any scheduled hours allocated to a resource for that task.
  • If you refresh the browser or leave and return to the project Task Tracker, the Cascade Changes checkbox will once again be inactive (not checked).

 

Apply Template

Click on the Apply Template button to apply a template that contains commonly repeated tasks, assignments, resource mapping, and other information to an existing project. This saves you from having to manually add the same information to your projects repeatedly.

Task-Tracker-Apply-Template_.png

When the Apply Template modal appears, you'll see a list of template resources on the left, mapping options in the middle, and project roles on the right. In the Map To column, you can choose to map to a specific resource, create a new resource, or invite an account member who is not currently on the project.

apply_template_modal.png

Note: The Edit First ability to make changes to an applied template before saving is not currently available in the new Task Tracker. 

Click here for more information on how to apply a template to a project.

 

Add Task

Click on the Add Task button to add a new top-level task row to the project; it will appear at the top of the Task Tacker table.Task-Tracker-Add-Task-Button.png

Actions Menu

The Actions (“   ”) menu is where you can access additional Task Tracker actions.

  • Configure Columns—This lets you determine which columns to display in the Task Tracker table and in what order. The way columns are configured can be part of a Saved View.

Task-Tracker-Configure-Columns.png

Step-by-Step

How to Configure Columns

  1. Select Configure Columns from the Actions menu (“   ”).
  2. In the Configure Columns modal, you can drag and drop columns to reorder them or sort the columns using the numbers to the left of the column header name. Use the checkmark to hide or show columns in the Task Tracker table. 

Task-Tracker-Configure-Columns-Modal.png

Sort Order

The following Sort options are available:

  • Order (default)—Sorts your tasks in the order you’ve arranged them. If you haven’t moved any tasks, they will be sorted by date added, from newest to oldest.
  • Added—Sorted by date added, from newest to oldest.
  • Updated—Sorts tasks by those with the most recent activity, in descending order.
  • Upcoming—Tasks with a status of Not Started are sorted by Start date, from the newest to the oldest. Tasks with a status of Started or Needs Info are sorted by Due date, from newest to oldest. When tasks have the same Start or Due date, the one with the most recent activity appears first. Tasks with an overdue Start date will always appear at the top.
  • Priority—Sorted from highest to lowest priority level.

Task-Tracker-Order.png

Bulk Actions

You can use bulk action options to perform specific actions on a large number of tasks, such as updating task types, changing task statuses, assigning members to tasks, adding task tags, archiving old tasks, and deleting tasks.

To access the bulk actions, select one or more tasks by checking the boxes in front of the task name in the first column of the table. This will cause the bulk actions to appear, temporarily replacing the standard toolbar options.

Click here for more information on bulk actions.

Task-Tracker-Bulk-Beta-Options.png

The Task Tracker Table

Now that we've covered the main Task tracker toolbar, let's take a look at the Task Tracker table which consists of individual task rows that can be nested into groups of parent and subtasks.

KEYBOARD ACCESSIBILITY

The Task Tracker has been designed with keyboard navigation in mind, improving accessibility for power users and those with disabilities.

When editing, you can:

•   Tab  to move between cells.
•   Shift - Tab  to move backwards between cells.
•      to edit a cell's content.
•   Enter  /  Return  to confirm selections or to enter/exit edit mode.

When viewing, you can:

•      to move around cells.
•   Enter  /  Return  to confirm selections (such as checking boxes for bulk actions)
•   Enter  /  Return  to open drop-down menus.
•   Enter  /  Return  within a cell to edit its content.

 

Task Rows

By default, an individual task row shows the task type, title, tags, assignees (project resources), status, and start and due date. You can easily reprioritize tasks, create new top- and sub-level tasks, apply tasks from templates, and delete tasks. The following is a breakdown of the default task row cells and contents.

Task-Tracker-Table-Task-Row.pngType—This drop-down menu allows you to change an individual task type.

  • Tasks are items that need to be completed.
  • Deliverables are things that need to be produced, such as documents.
  • Milestones are project deadlines, marking the completion of a phase or stage of a project.
  • Issues are bugs or items that need to be resolved.

Title—Enter a descriptive title that clearly communicates what the task will accomplish. The more specific the task title, the easier it is for team members to understand how it fits into the overall project; a consistent task naming schema also makes them easier to filter and search.

Task Detail Side Panel (“   ”)—This button opens the Task Details side panel, where you can view and manage individual task details and information such as activity posts, custom fields, checklists, time and fees, schedules, proofs, and file attachments. Click here to read more about the Task Details side panel.

Actions (“   ”)—This drop-down menu contains the following frequently used task-related actions.

  • Add Task Below—Adds a new top-level task beneath the currently selected task.
  • Add Subtask Below—Adds a new subtask below the currently selected task or subtask. You cannot add more than 4 levels of subtasks to a parent task.
  • Add From Template—Select this option to add tasks or subtasks from a template under the currently selected task or subtask.
  • Delete—Permanently delete the currently selected task or subtask. When the parent task is deleted, all subtasks are deleted.

Task-Tracker-Task-Row-Menu.png

Tags—Task tags are used to help identify specific keywords or topics and facilitate searches across projects in Mavenlink. Think of them as hashtags that help you reference and sort Mavenlink tasks, deliverables, milestones, or issues. For more information, please see our Tasks Overview article.

Assignees—These are the team members (resources) assigned to the task, responsible for performing the work. Members invited to the project can be assigned to any task in the tracker and each task can have multiple assignees. You can also select and view all unnamed resources that have been assigned to tasks via templates.

Status—The task status is used to inform providers and clients how a task is progressing. Changing the status of a task is a manual process. There are four default statuses available for tasks, deliverables, and milestones; issues have nine unique statuses. Click here for more information on task statuses.

Start Date and Due Date—Changing the Start Date of a task will also change the task Due Date (if specified) while retaining the duration of the task (i.e., the number of working days needed to complete the task). Conversely, changing the Due Date of a task will not affect the Start Date; it only extends the duration of the task.

If the top-level task has subtasks, then the Start Date and Due Date of the parent task are determined by the earliest start and due date of its subtasks. To change the dates of a parent task, you must change the dates of the subtasks that live within the parent task.

When a task has predecessor or successor dependencies (managed in the Local Gantt) and the Cascade Changes box is checked, adjusting the task’s Start Date will automatically cascade changes to any dependencies linked to the task.

If you adjust the Due Date of a task with multiple dependencies, only the duration of that task will change, but the duration for predecessor and successor tasks will remain unchanged.

For more information, please see our article on dependencies.

WHAT THE MAVENS KNOW

With our G Suite Integration , all assigned start and due dates are automatically linked with your Google Calendar and Google Tasks list.

Nesting Tasks

Subtasks help break complex tasks down into smaller action items. Subtasks have the same attributes as regular tasks, so each subtask can have its own due date, assignee, status, and so on. You can even add subtasks to your subtasks—up to five levels—to capture the entire work breakdown structure of your project.

You can nest your tasks underneath others by either selecting Add Subtask Below from the Actions (“   ”) drop-down menu on a task row or by dragging and dropping one task beneath and into another.Task-Tracker-Nesting-Tasks.png

Rows and Pages

You can configure the Task Tracker so that you're viewing either 10, 25, 50, or 100 task rows at a time. Just select your preference from the bottom-right of the page; changes are automatically saved.
Task-Tracker-Pagination-Controls-2.png

Rows that exceed your selected number are added to subsequent pages. You can scroll through these from the bottom-center of the page.
Page-Selector.png

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