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Contents:

Table of Contents

Attached tasks

You can attach existing tasks to your objectives. Tasks are visible under the respective objectives but can be collapsed.

Info

To use associated work, make sure ensure it has been enabled for a relevant Box type

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Only tasks that are in a Box can be added as associated work. 

Task status

Status is displayed for tasks attached to objectives.Image Removed

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Associating work

From the main screen

Steps

  1. Right-click on an objective. A pop-up menu will appear:

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  1. Objectives, add associated work buttonImage Added

  2. Select

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  1. Add Add associated work

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  1. .

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  1. Add associated work optionImage Added

  2. Select tasks from the list. Use the search field to narrow down the options.

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  1. add-initiative.pngImage Added

  2. Click outside of the list to close the task list.

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  1. Add associated work formImage Added
  2. Hit "Save" to add associated work. 

Using the details pop-up box

Steps

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  1. Double left-click on a given objective. An editing box will open. 

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  1. Details of associated workImage Added

  2. Click on the 'Associated work' field.

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  1. Associated work fieldImage Added

  2. Select tasks from the list. Use the search field to narrow down the options.

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  1. Click on a task

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  1. to select it. The task will be displayed in the associated work field. 

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  1. Chosen associated workImage Added

  2. Hit 'Save' to confirm.

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  1. Associated work has been added.

    Details form, save buttonImage Added

Deleting associated work

From the main screen

Right-click on an associated work item > "Remove from this objective".Image Removed

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Using the details pop-up box

Steps:

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  1. Double left-click on a given objective. An editing box will open.

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  1. Details form with added workImage Added

  2. Click the X to remove an associated work item from the list.

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  1. Removing work from the listImage Added

  2. Hit

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  1. Save

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  1. .

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  1. Details form, save buttonImage Added