{"_id":"5789b071ad30020e00386951","__v":17,"project":"56539c418b050e2100f006ca","parentDoc":null,"category":{"_id":"590ba9d1030acd0f00f07046","version":"56539c428b050e2100f006cd","__v":0,"project":"56539c418b050e2100f006ca","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2017-05-04T22:23:13.717Z","from_sync":false,"order":2,"slug":"monthly-planner","title":"Monthly Planner"},"user":"55ef2835e7f5490d000c0e4f","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":12,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2016-07-16T03:56:33.822Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":3,"body":"[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"The Edit Task Modal\"\n}\n[/block]\nYou can update a task by clicking on it from either the [**Task List**](http://help.planrightapp.com/docs/tasks) on the dashboard, or its task card from the [**Planner**](http://help.planrightapp.com/docs/year-planner). This will open up the **Edit Task Modal.**\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/7fdc69f-Screen_Shot_2016-07-19_at_4.35.51_PM.png\",\n        \"Screen Shot 2016-07-19 at 4.35.51 PM.png\",\n        1298,\n        1170,\n        \"#2f2d2e\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Recording Time\"\n}\n[/block]\nAdding time against a task is easy in PlanRight. Enter the amount of time worked into the **Log Time** field and click **Save**. This will deduct the entered time from the total estimated effort and update the number of hours remaining on the task. It will also create a timesheet which can be viewed on the [**Timesheets**](http://help.planrightapp.com/docs/view-timesheets) page, and adds a timesheet for the task in WFM/XPM as well.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/5fb8066-Screen_Shot_2016-07-19_at_5.01.35_PM.png\",\n        \"Screen Shot 2016-07-19 at 5.01.35 PM.png\",\n        911,\n        415,\n        \"#3c454e\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\nHere you can see that the 5 hours logged has updated the number of remaining hours and a record has been added to the task's history.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ab7349b-Screen_Shot_2016-07-19_at_5.03.09_PM.png\",\n        \"Screen Shot 2016-07-19 at 5.03.09 PM.png\",\n        905,\n        566,\n        \"#3b4857\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\nEditing the **Estimated Hrs Remaining** is a manual way of recording how much time you estimate the task will take. This is a great way to communicate that the time it will take for the task to be completed may be different to the **Allocated Hrs Remaining.** For example if you have 1 hour of **Allocated Hrs Remaining**, but an **Estimated Hrs Remaining** of 3, This would indicate that the task is going to go over budget by 2 hours. In reverse you may have 5 hrs allocated, but it may only take 2 hrs, so you would have an **Estimated Hrs Remaining** of 2.\n\n**Estimate Hrs Remaining** is not synced to WFM and does not apply to other instances of the task.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Updating Task Status\"\n}\n[/block]\nYou can edit the [**Task Status**](http://help.planrightapp.com/docs/task-types#task-statuses) of a task using the **Change Status** drop down menu. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/1e20d4d-Screen_Shot_2016-07-26_at_2.45.59_PM.png\",\n        \"Screen Shot 2016-07-26 at 2.45.59 PM.png\",\n        903,\n        569,\n        \"#3d4857\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Adding Reminders\"\n}\n[/block]\nUse reminders to send yourself an email notification about any task. You can set this up in the **Edit Task Modal** as well. Under **Set Reminder**, select when you want to send the notification. If you select **Custom Date**, you'll need to pick a date from the calendar. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/de4767c-Screen_Shot_2016-07-26_at_2.04.42_PM.png\",\n        \"Screen Shot 2016-07-26 at 2.04.42 PM.png\",\n        900,\n        702,\n        \"#343e4a\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Adding Notes\"\n}\n[/block]\nThe **Edit Task Modal** allows you to add notes against a task. To do this, enter your note in the **Notes** field and click **Save**. This will add the note to the **History** section and will also add the note against the job in WFM/XPM. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/0d2f21c-Screen_Shot_2016-07-26_at_2.23.27_PM.png\",\n        \"Screen Shot 2016-07-26 at 2.23.27 PM.png\",\n        899,\n        699,\n        \"#d7dada\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"History\"\n}\n[/block]\nThe **History** section displays a summary of recent changes made to a task. It displays logged time, reminders, notes and status changes that have been added to the task. It also displays the name of the user who made the change and the date it was implemented.\n\nA task's history can also be viewed in the [**Jobs**](http://help.planrightapp.com/docs/the-jobs-list) page.","excerpt":"","slug":"updating-tasks","type":"basic","title":"Updating Tasks"}
[block:api-header] { "type": "basic", "title": "The Edit Task Modal" } [/block] You can update a task by clicking on it from either the [**Task List**](http://help.planrightapp.com/docs/tasks) on the dashboard, or its task card from the [**Planner**](http://help.planrightapp.com/docs/year-planner). This will open up the **Edit Task Modal.** [block:image] { "images": [ { "image": [ "https://files.readme.io/7fdc69f-Screen_Shot_2016-07-19_at_4.35.51_PM.png", "Screen Shot 2016-07-19 at 4.35.51 PM.png", 1298, 1170, "#2f2d2e" ], "sizing": "full" } ] } [/block] [block:api-header] { "type": "basic", "title": "Recording Time" } [/block] Adding time against a task is easy in PlanRight. Enter the amount of time worked into the **Log Time** field and click **Save**. This will deduct the entered time from the total estimated effort and update the number of hours remaining on the task. It will also create a timesheet which can be viewed on the [**Timesheets**](http://help.planrightapp.com/docs/view-timesheets) page, and adds a timesheet for the task in WFM/XPM as well. [block:image] { "images": [ { "image": [ "https://files.readme.io/5fb8066-Screen_Shot_2016-07-19_at_5.01.35_PM.png", "Screen Shot 2016-07-19 at 5.01.35 PM.png", 911, 415, "#3c454e" ], "sizing": "full" } ] } [/block] Here you can see that the 5 hours logged has updated the number of remaining hours and a record has been added to the task's history. [block:image] { "images": [ { "image": [ "https://files.readme.io/ab7349b-Screen_Shot_2016-07-19_at_5.03.09_PM.png", "Screen Shot 2016-07-19 at 5.03.09 PM.png", 905, 566, "#3b4857" ], "sizing": "full" } ] } [/block] Editing the **Estimated Hrs Remaining** is a manual way of recording how much time you estimate the task will take. This is a great way to communicate that the time it will take for the task to be completed may be different to the **Allocated Hrs Remaining.** For example if you have 1 hour of **Allocated Hrs Remaining**, but an **Estimated Hrs Remaining** of 3, This would indicate that the task is going to go over budget by 2 hours. In reverse you may have 5 hrs allocated, but it may only take 2 hrs, so you would have an **Estimated Hrs Remaining** of 2. **Estimate Hrs Remaining** is not synced to WFM and does not apply to other instances of the task. [block:api-header] { "type": "basic", "title": "Updating Task Status" } [/block] You can edit the [**Task Status**](http://help.planrightapp.com/docs/task-types#task-statuses) of a task using the **Change Status** drop down menu. [block:image] { "images": [ { "image": [ "https://files.readme.io/1e20d4d-Screen_Shot_2016-07-26_at_2.45.59_PM.png", "Screen Shot 2016-07-26 at 2.45.59 PM.png", 903, 569, "#3d4857" ], "sizing": "full" } ] } [/block] [block:api-header] { "type": "basic", "title": "Adding Reminders" } [/block] Use reminders to send yourself an email notification about any task. You can set this up in the **Edit Task Modal** as well. Under **Set Reminder**, select when you want to send the notification. If you select **Custom Date**, you'll need to pick a date from the calendar. [block:image] { "images": [ { "image": [ "https://files.readme.io/de4767c-Screen_Shot_2016-07-26_at_2.04.42_PM.png", "Screen Shot 2016-07-26 at 2.04.42 PM.png", 900, 702, "#343e4a" ], "sizing": "full" } ] } [/block] [block:api-header] { "type": "basic", "title": "Adding Notes" } [/block] The **Edit Task Modal** allows you to add notes against a task. To do this, enter your note in the **Notes** field and click **Save**. This will add the note to the **History** section and will also add the note against the job in WFM/XPM. [block:image] { "images": [ { "image": [ "https://files.readme.io/0d2f21c-Screen_Shot_2016-07-26_at_2.23.27_PM.png", "Screen Shot 2016-07-26 at 2.23.27 PM.png", 899, 699, "#d7dada" ], "sizing": "full" } ] } [/block] [block:api-header] { "type": "basic", "title": "History" } [/block] The **History** section displays a summary of recent changes made to a task. It displays logged time, reminders, notes and status changes that have been added to the task. It also displays the name of the user who made the change and the date it was implemented. A task's history can also be viewed in the [**Jobs**](http://help.planrightapp.com/docs/the-jobs-list) page.