Create Task

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This page explains how to create new tasks and how to add task attributes. It also explains how to add additional properties and how to add new content. Remember to login before creating an new task.

Create Plain Task

A new root task can be created via the Task Explorer and new subtasks via the Subtask Explorer. Start by clicking on the plus button, an input field appears. Type the name of the new task and press enter to confirm. If you have an expertise keyword selected when you create a new root task, then the system will automatically add that expertise keyword to the task. If the My Tasks tab is selected when you add a new task, the system will set you up as its owner.
Docu Create CreateTask1.png

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Add Task Attributes

Task attributes are useful to describe tasks. Attributes marked with M are mandatory, because they are used by the wiki to organize tasks. Attributes can be added after a task is created. Click on a attribute row to enable editing. The following sub sections explain all task attributes in more detail. Different attribute states are explained in the last section.

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Task Types

Task types are used by the system to estimate progress of tasks in different ways. The framework provides three different task types that imply a hierarchical order. We use a different shade of green in the task state icon for every task type.

Different task types:

High

High abstraction level → High uncertainty in the estimation of task completion.
Tasks at a high level for a project may have uncertain duration and end date.

Medium

Medium abstraction level → Medium uncertainty in the estimation of task completion.
Tasks representing an activity within a project may be split into several subtasks.

Low

Low abstraction level → Low uncertainty in the estimation of task completion.
Small, well-defined tasks that can be accomplished in a short time period.


Task hierarchy examples:
Docu Create AddAttribute Type HierachySample.png

Rules for assigning a task type:
High ≤ Medium ≤ Low

Docu Create AddAttribute Type SelectType.png

Progress

The progress of a task indicates how much work has been done as a percentage. The system automatically estimates progress depending on the task type. The level of progress of high-level tasks is estimated based on the start date, today's date and the target date. For medium-level tasks, the progress is estimated by aggregating the progress of their subtasks as an average. The progress of low-level task is always set by the user.

Docu Create AddAttribute ProgressCalculation.png

Hint: Medium-level tasks will hardly ever get done unless you decompose them into clear smaller low-level subtasks.

Time Interval

This section summarizes the meta data attributes start date and target date. The time intervals for a task and its subtasks follow a strictly hierarchical approach. Therefore, the start and target dates of any task must be within the time interval of the parent task. This leads to a time funnel illustrated on the figure below. If any inconsistency occurs it will be highlighted in yellow in the Task Status and the Timeline View.

Docu Create AddAttribute TimeFunnel.png

Owner

A task owner is responsible for coordinating the activities for a task and overseeing its completion. Therefore the system expects exactly one owner. All task which are assigned to you as owner are shown in your My Task tab and on your person page. Persons who have a wiki account are shown in blue and linked to their wiki page. Persons who do not have an account are shown in red. See participant example.

Docu Create AddAttribute Owner.png

Participant

Every task can have many participants. These persons may represent a team or just a working group for the task. Participants who have a wiki account are shown in blue and linked to their person page. Persons who do not have an account are shown in red.

Docu Create AddAttribute Participants.png

Expertise

Expertise keywords are used to indicate the knowledge you might need to accomplish a task. Several expertise keywords can be assigned to a given task. You can easily recognize expertise keywords in any page by the grey rectangle around them. The task explorer allows to search for tasks with certain expertise keywords.

Docu Create AddAttribute Expertise.png

Attributes States

The task attribute state is represented with different colors for the attribute icons.

Not defined

No value for this attribute set.
You can set this attribute value.

Valid

A valid value for this attribute is set.
You can modify the value.

Inconsistent

A value that is inconsistent with the parent task is set.
You can change this value or value of the parent task. Hover over icon to get more instructions.

Add Additional Attributes

Adding additional custom attributes allow to structure any page content with key value pairs. These additional attributes help to make page content searchable by custom properties. You can add a new property by clicking on the add button. Click on the cross to remove a certain property.

Docu Create AddProperty.png
Hint: You can add more attributes with the same name and a different value. E.g. this content could be led by two persons.

Add Content

After you have added some attributes, you can start adding content to the task page. Click on edit in the top navigation. The page editor opens and shows the current page content. Note that even empty pages may already have content generated by the system. This is shown on the example below. It is important that all system-generated content remains untouched. You can add your content between the [ [Category:Task] ] line and before {{#set ... }}.

Docu Create EditContent.png

 
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