Adhoc Task: Creating a Project Task

Last Updated: October 03, 2023

Ad Hoc Task

Creating a Project Task

Ad hoc tasks serve as a tool to manage unexpected project-related tasks that are not actually related to the project plan itself, such as flagging non complaint items or completing other documentation.

Instructions:

To create an ad hoc task, below are the steps to follow:

Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Ad hoc Task.

Fig. 1: Quality and Safety Module

On the Ad hoc Task summary page, click on Create Ticket.

Fig. 2: Adhoc Task Summary Page

3 On the Ad hoc Task form, fill out the Subject, Assign to Specific Person field and Task Information section.

Fig. 3: Adhoc Task Form

Select the Task Category on its dropdown menu.

Fig. 4: Adhoc Task Category Dropdown Menu

Select the Priority level of the task by selecting the appropriate option.

Fig. 5: Adhoc Task Priority Level Dropdown Menu

Relevant documents and images can also be attached. To attach these, click on corresponding Choose a File buttons.

Fig. 5: Adhoc Task Attachments Button

Then click the Submit Ticket to create the task.

Next Article: Updating a Project Task

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Updated on: 03/10/2023

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