Task management for your projects
Organize Your Project Management Efficiently – Just the Way You Want
Design your task management to best suit your working style. Whether agile, traditional, or a mix of both – Projectworx offers you maximum flexibility and adapts to your requirements.
An Adaptable Solution for Versatile Tasks
Tasks are a core element of Projectworx, with many functions and configuration options. They help manage processes and bring order and structure to the project execution. The following features assist you in setting up a task management system that not only represents tasks but genuinely eases your project work.
Realize Your Plans with Tasks
Tasks are a concrete breakdown of work packages from the project plan and can encompass multiple subtasks. The comment function serves to document the task’s progress throughout its lifecycle, making it traceable later. External stakeholders can also be included in the communication.
Task Types Ensure Conformity
With custom task types, you define the information and input fields necessary or mandatory for completing a task. This provides a uniform structure for handling tasks, whether it’s a project task, customer inquiry, bug, or change request.
Custom Fields Enhance Relevance
Ensure that all information and data related to a task are directly linked to it or can be queried there. You, as a company, determine what these are.
Tags Improve Overview
As an admin, create any tag categories and use them to make your task lists and boards more concise. Tagging allows you to display checklists for different gates, assign tasks to sprints or topics, and prioritize problems or bugs by urgency.
Visualize dependencies
Use checklists in task details in addition to the task description to ensure nothing is overlooked. At a higher level, you can use tasks filtered by tags as a checklist. See our example of a Stage Gate checklist.
Structure Requirements in Checklists
Use checklists in task details in addition to the task description to ensure nothing is overlooked. At a higher level, you can use tasks filtered by tags as a checklist. See our example of a Stage Gate checklist.
All tasks centralized in one place
The task module consolidates all tasks from different sources – both at the project level and across projects for you as a user. Include recurring mandatory tasks in project templates and make sure that to-dos agreed in the meeting do not fall through the cracks.
Project Templates
Standardize your projects with templates. In addition to project plans, calculations, or project documents, tasks can also be predefined.
Project Work
Create tasks directly when planning in the gantt chart or in the task module as the project progresses.
Meetings
If new requirements arise during meetings, they can be immediately recorded and assigned as tasks.
Task lists
Customizable list views, filters, and quick groupings – these features help you focus where it’s needed: Are there overdue tasks, where is the project stuck, and are there problems that urgently need solving?
Kanban Boards
Choose between different board layouts and decide which columns you want to organize your cards within. Use checklists or display the planned and actual effort of a task. Tasks can also be grouped into collapsible and expandable groups (e.g., project operations).
“We use the PROJECTWORX Kanban board every day during our morning stand-up. With the large number of projects we have, we now have a quick overview of upcoming activities – we have become much more efficient and streamlined. This is also true when it comes to time recording – project hours are transferred automatically to the SAP system.”
Carsten Wielatt, CEO PlanOrg
Additional features for your task management
Define tasks in the project template
In Projectworx, tasks serve as a building block to concretize your standard processes and make their observance verifiable. Stage-gate processes are an important area of application for our customers. Find out more about this application example.
Sprint planning in the project – or across projects
Assign selected backlog tasks to the desired sprint at the touch of a button. You can immediately see whether employees are already assigned to other projects.
Integrated time recording brings many advantages
Document project times as precisely as you like: By project, sub-step or task – to the minute with a stopwatch if required. The hours can be recorded directly via the task, the calendar view or the hours table. Thanks to the consistent booking to tasks, current comparisons of target and actual hours can be made at any time and used for resource management.