Configure Task Set Page

This page allows you to configure a task set

Details

Workflow can be used to define the tasks that must be completed for an issue to be resolved. This is done by specifying a set of tasks called Task sets that should be added to the issue when it enters a particular state. Each task in the task set can be assigned to a particular person by default, but can be reassigned if desired. For background information on workflow, see Ketura Tour Step 8: Workflow.

Depending on your permissions, you may be able to update the task set’s information.

To make changes to a task set’s details:
  • Make the changes you desire. The Category and Summary fields must be completed to apply the changes.
  • Click the Apply button.
To abandon changes before you have applied them:
  • Click the Reset button. The fields will be restored to their previous values.

Description of form fields

Category The category of the task set, used to group task sets.
Summary

A short summary of the task set, which must not be left blank.

For consistency:

  • Keep the summary to a single sentence.
  • Don’t place a full-stop at the end.
Notes A place to store useful information about the task set.

Tasks

This tab shows the tasks that are part of the task set. A task is either assigned to a user, or is unassigned. The order of the tasks in the table describe the order in which the tasks are expected to be completed.

This tab lets you add new tasks to the task set and change the ordering of the tasks.

Depending on your permissions, you may be able to perform the actions below.

To make changes to one or more of the tasks:
  • Make the changes you desire, then click the Apply button.
To change the users assigned to tasks:
  • Select the users from the Assigned To drop-down list boxes.
  • Click the Apply button.
To change the planned work values of the tasks:
  • Update the Planned Work values.
  • Click the Apply button.
To create a new task for the task set:
  • Click the New… button.
To add tasks to this task set from an existing task set:
  • Click the Add From Task Set… button.
To change the ordering of tasks in the task set:
  • Select the task or tasks whose position in the list you wish to change.
  • Click the Move Up or Move Down buttons to move the selected task or tasks further up, or further down, the list.
  • Repeat, as necessary.
To perform an action on several tasks at once:
  • Select the task upon which you want to act.
  • Click the Act On… button.
To abandon changes before you have applied them:
  • Click the Reset button. The fields will be restored to their previous values.
To delete one or more tasks from the task set:
  • Select the tasks you wish to delete.
  • Click the Delete button.

Information Deleting tasks from a task set will not delete any tasks from the task set that have been previously added to an existing issue.

Description of table columns

Task The id of the task. If you have permission to view the relevant task, the id is a link to the task’s page.
Summary The task’s summary.
Assigned To

The user to whom the task is assigned.

If <unassigned> is chosen, the task will not to be pre-assigned to a user. In this case, if the task set is added to an issue automatically because of the configured workflow, the user who caused that to happen by creating the issue or changing its state will, if he or she has permission to assign tasks, be prompted to assign the unassigned tasks.

If <user performing action> is chosen, and the task set is subsequently added to an issue automatically due to workflow, the task will be assigned to the user who caused that to happen by creating the issue or changing its state.

Planned Work The planned work of the task.
Selection A checkbox that, when checked, selects the tasks. Selected entries are highlighted with a blue background. You can select all the entries in the current table page by clicking the checkbox in the column’s heading.

For help working with tables, see Tutorial 1: The Basics of Working with Ketura.