The Inmanage application allows you to easily create and manage tasks and milestones in your projects. This guide will walk you through the task and milestone creation processes step-by-step and explain how these processes contribute to project management.
Click on the "Projects" Button in the Sidebar: Access the page where your projects are listed by clicking on the "Projects" button in the left sidebar. This page allows you to select the projects for which you want to create tasks and milestones.
Open the Task Adding Page: Select the project for which you want to add tasks from the list and click on the “Tasks” tab. This tab allows you to add new tasks to your project.
Add a New Task: Click the “Add Task” button to open a new task creation window. This window allows you to enter details such as the task name, description, assignment, and dates.
Enter Task Name and Description: Enter a clear and descriptive name for the task. The task name should reflect the purpose and content of your project. In the task description section, write in detail what the task is, what steps need to be taken, and its goals. This ensures a clear understanding of the task.
Assign Task and Set Dates: Select the team member or members who will perform the task. This clarifies task responsibility. Set the start and end dates for the task. These dates determine the completion time and timeframe for the task.
Define Priority and Status:
Set the priority level (low, medium, high) of the task. This indicates the importance and urgency of the task. Select the current status of the task (pending, in progress, completed) and enter the current status information. This helps track the progress of the task.
Save and Track Task: After entering all the information, click the “Save” button to create the task. Your task will now be listed in the task list and can be tracked.
Access the Project Profile Page: Open the “Project Profile” page for the project where you created tasks. This page allows you to add and manage milestones.
Open the Milestone Adding Page: Click the “Add Milestone” button on the project profile page. This button opens the fields required to create a new milestone.
Enter Milestone Name and Description: Enter a clear and descriptive name for the milestone. The milestone name should represent a specific stage and goal of your project. In the milestone description, write in detail what this stage is and what will be completed. This shows how the milestone contributes to the overall progress of the project.
Set Milestone Dates and Responsibilities: Set the start and end dates for the milestone. These dates determine when the milestone should begin and be completed. Select the team members or units responsible for the milestone. This clarifies who is responsible for completing the milestone.
Track Milestone Status: Select the current status of the milestone (planned, started, completed) and enter the current status information. This helps track the progress of the milestone. Regularly update the completion rate and progress of the milestone to monitor the overall progress of your project.
Benefits of Task and Milestone Management
Better Project Organization: Creating tasks and milestones allows you to better organize your projects. This ensures that every stage of your project progresses in a planned and organized manner.
Time Management: Setting task and milestone dates improves time management for your project and ensures tasks are completed on time.
Performance Tracking: By monitoring the status of tasks and milestones, you can evaluate the overall performance of your project and make improvements as needed.
Points to Consider When Creating Tasks and Milestones
Clear and Descriptive Definitions: Write clear and descriptive names and definitions for tasks and milestones.
Regular Updates: Regularly update the status of tasks and milestones to continuously monitor the progress of your project.
Assign Responsibilities: Assign responsibilities for tasks and milestones to ensure their effective completion. This guide explains how to create and manage new tasks and milestones in the Inmanage application. By organizing your projects systematically and accessing them easily when needed, you can create a productive working environment with your team.