Tasks

OptionsFeature Description
Edit ProjectEnables you to edit many of the Project information fields such as the Project Name or Objective
Edit Date OpenedEnables you to edit the date in which the Project was opened
Edit Reference DateEnables you to edit the reference date* for the Project
Edit Project TypeEnables you to edit the DAD Project Type
Edit Funding SourcesEnables you to edit the Funding Sources for the Project
Edit Priorities/ObjectivesEnables you to edit the Priorities and/or Objectives for the Project
Edit TeamsEnables you to edit the Teams assigned to the Project
Edit Project Request Local DataEnables you to edit fields set up locally
Edit Issues/Barriers AddressedEnables you to edit the Issues/Barriers chosen for the Project (if any)
Edit Dissemination ActivitiesEnables you to edit how information was disseminated
Create New Project NoteEnables you to create a new Note for the Project
Create New Project ContactEnables you to add a new Contact for the Project
Record Project TimeEnables you to Record Time you spend working on the Project
Prepare Project for ClosingGuides you through the process for closing a Project by completing the required fields
Create New ProjectAllows you to create a new Project
Create New Project Associated with Current ProjectAllows you to create a new Project and associate it with the current Project
Copy ProjectAllows you to create a new Project and copies all details for the current project
Delete ProjectEnables you to delete a Project
Basic Project SearchSee previous Desktop Actions section
Advanced Project SearchSee previous Desktop Actions section
PrintAllows you to print the current screen

Note

The Reference Date is the date the Project was originally created. DAD fields will be limited to the options available on that date. In order to have the current DAD fields and options, the reference date must be edited to the current date.

Note

You may not have all of these options depending on your DAD security level.

Sample View:

Tasks table

Last change: 2023-03-28, commit: d483a26