Siebel Professional Services Automation Guide > Project Management >

Creating Tasks

End users can use tasks to group activities together logically. Tasks function as containers for groups of related activities. In this version of Siebel Professional Services Automation, tasks can be imported from Microsoft Project into Siebel Professional Services Automation, and can be exported from Siebel Professional Services Automation to Microsoft Project. For more information about using Microsoft Project with Siebel Professional Services Automation, see Microsoft Project Integration. There are two parts to creating and using a task: creating the task record, and then adding new activities to the task.

To create tasks

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project with which the tasks will be associated.
  4. Click the Tasks view tab.
  5. In the Tasks list, add a new record.
  6. Complete the necessary fields. Some fields are described in the following table.

    7. Field
    Comments
    Description
    Brief note describing the task.
    Do Not Export
    Check this box if you do not want this task to be exported to Microsoft Project.
    Due
    Date and time the task should be finished.
    Name
    Name given to the task. If no name is given you will be unable to drill down on the task to add further details or add activities to the task.
    Parent Task
    Allows for hierarchy of tasks. For example, one task might be Deploy System while a child might be Training.
    Predecessor Task
    Task that needs to be completed before this one can be started.
    Priority
    Importance of the task.
    Status
    Current status of the task.
    Type
    A way of defining what type of task this is. For example, Milestone or Meeting.


 Siebel Professional Services Automation Guide 
 Published: 18 April 2003