There are several ways how projects and their tasks can be used and managed:

 

Using the main project management interface

 

All projects that do not belong to a group can be managed by users with sufficient permissions at CMS Desk -> Tools -> Project management -> Projects.

 

 

Here, existing projects are displayed in a list where they may be Edited () or Deleted ().

 

Create a new project using the New project link and fill in the following properties:

 

 

 

Click the OK button.

 

This will open the editing interface of the new project, where three tabs are available. The General tab allows the properties that were set when the project was created to be modified and the Security tab is where permissions for the project can be configured (learn more in the Security topic).

 

The Tasks tab contains a list of all tasks under the project, which will currently be empty.

 

 

Click the New task link and enter the following properties:

 

 

Click OK.

 

 

You can manage existing tasks using the appropriate action buttons on the left side: Edit () or Delete (). The Send reminder () button allows an e-mail to be sent to the user to whom the task is assigned, reminding them about the task. If the Allow task ordering property of the edited project is enabled, the Move up () and Move down () buttons can be used to change the order of the tasks.

 

The Tasks tab on the top level of the project management interface is very similar to to the list of tasks shown when editing a project, except that all tasks are displayed regardless of the project they belong under, including personal tasks without any project.

 

 

The Configuration tab is where the statuses and priorities that can be set for projects or tasks may be defined. It may only be accessed by users belonging to roles with the Manage configuration permission for the project management module (more information can be found in the Security topic). All the usual actions such as Edit () and Delete () are available.

 

 

When creating or editing a status, the following properties can be set:

 

 

The not started or finished flag given to a project or task by its status can have an effect on whether it is displayed by certain project management web parts or widgets, depending on their configuration.

 

The Task priorities tab is where priorities, which can be selected to determine how urgent a task is, may be managed.

 

 

The following properties are available for task priorities:

 

 

E‑mail notifications

 

As mentioned above, there are several types of notification e‑mails that are sent to users informing them about events related to tasks that they are involved in. These e‑mails are sent from the address specified in the value of the Site Manager -> Settings -> Project management -> Send project management e‑mails from setting and their format can be customized at Site Manager -> Development -> E‑mail templates. The following e‑mail templates are available:

 

 

Using the Group management interface

 

Group projects can be administered by users, who have permissions to manage a given group, by editing the group on its Projects tab either at CMS Desk -> Tools -> Groups or on‑site using the Group profile web part. Exactly the same options are available as when using the Projects tab of the main project management interface described above, except that the context of the current group is used e.g. for selecting users to whom a task should be assigned.

 

Using CMS Desk -> My Desk

 

Users with access to CMS Desk can use the My Desk -> My projects and tasks interface to manage projects and tasks that they are involved in.

 

 

The current user can see a list of all tasks assigned to them on the My tasks tab, all the projects that they have permissions to access on the My projects tab and all tasks that they own on the Tasks owned by me tab. Projects and tasks can be managed using the actions described above.

 

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