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Working with Tasks
Adding Tasks to a Project
Last Updated: January 5, 2026Adding Tasks to a New or Existing Project Create or open your project and the ‘TASKS’ tab will be normally selected. Add Several Task to a Project at One Time You can click on (1) Add Task several times to add...
Deleting and Closing Tasks
Last Updated: January 5, 2026Deleting Tasks from a Project or Task List After opening your project – or listing your task in my tasks, my tickets or my sales activities – click on the delete row icon (highlighted) next to the task you want...
Changing Task Dates
Last Updated: January 5, 2026Manually Changing Task Dates You can manually change task dates by clicking on the start or end date columns for your chosen task and either typing in your new dates or selecting them from the calendar date picker. Restrictions when...
Scheduling Tasks within a Project
Last Updated: January 5, 2026Constraint Types As an alternative to manually entering task start and end dates and scheduling tasks in line with the project or based on lead time offsets, iBE.net now supports task constraint based scheduling. This covers both forward and backward...
Adding Resources to a Task
Last Updated: January 5, 2026Adding a Resource from Task List Overview The easiest way to add a resource is to click on the RESOURCES column (highlighted) in Project > Tasks or My Tasks and then select your resources from the list of contacts and employees in...
Adding Groups or Teams to a Task
Last Updated: January 5, 2026Groups vs. Individuals You can assign individuals or groups to a task. Groups can be created on the basis of department, skill-set, charge-out rate or any other criteria that best fits your organization. Refer to Groups for more information. Team and individual...
Task Resource Vs. Project Resource
Last Updated: January 5, 2026Task Resources Task resources indicate who is actually performing the work to deliver a task. They can book time and expenses to that task, and their planned and actual hours feed into the task’s planned and actual costs and revenues....
Changing Task Priority or Phase
Last Updated: January 5, 2026Changing your Task Priority To update the priority of your task click on the priority field in the task list or task overview (1) or go to task tab and click on the priority field. Select the priority that best...
Creating Task-Lists or Sub-Tasks
Last Updated: January 5, 2026What is a Task-List A task list is a grouping of tasks within a project into one list. It also also called a task with sub-tasks. There is no limit in iBE.net’s layers of sub-tasks, you can create task-lists within...
Kinds or Categories of Tasks
Last Updated: June 4, 2025Tasks are the fundamental building blocks in iBE to manage the delivery of work and creation of value. There are several kinds of tasks for example: All of the cases above are represented as tasks in iBE.net. Sometimes they are...