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Creating Task-Lists or Sub-Tasks
Last Updated: June 4, 2025Task-lists or tasks with sub-tasks are a great way to break down larger tasks into smaller more manageable work-items What is a Task-List A task list is a grouping of tasks within a project into one list. It also also...
Changing Task Priority or Phase
Last Updated: June 4, 2025Explains how to update the priority or phase of a task Changing 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...
Task Resource Vs. Project Resource
Last Updated: June 4, 2025Explains the differences between resources assigned to a task and resources assigned to a project Task Resources Task resources indicate who is actually performing the work to deliver a task. They can book time and expenses to that task, and...
Adding Groups or Teams to a Task
Last Updated: June 4, 2025Explains how assigning a group or team to a task can be used to plan resources and teams before you know specifically who to assign a task to Groups vs. Individuals You can assign individuals or groups to a task....
Adding Resources to a Task
Last Updated: June 4, 2025Explain how to staff a task and resourcing options available Adding 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...
Scheduling Tasks within a Project
Last Updated: June 4, 2025This article will explain iBE.net’s new scheduling engine. Refer to Changing Task Dates for more information on basic task scheduling Constraint Types As an alternative to manually entering task start and end dates and scheduling tasks in line with the project or...
Changing Task Dates
Last Updated: June 4, 2025Explains how to change task start and end dates, why, and what checks take place when you do Manually Changing Task Dates You can manually change task dates by clicking on the start or end date columns for your chosen...
Deleting and Closing Tasks
Last Updated: June 4, 2025This article covers deletion of tasks Deleting 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)...
Adding Tasks to a Project
Last Updated: June 4, 2025This article explains how to add tasks to a project Adding 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...
Linking Milestones to Phases
Last Updated: June 4, 2025Explains how to make project phases the same as milestones To link phases to milestones check the option for Phases – Based on milestones as highlighted in the screen shot above. Phases will be adjusted to adopt one project phase...