Add associated work to Objectives

Add associated work to Objectives

Attached tasks

You can attach existing tasks to your objectives. Tasks are visible under the respective objectives but can be collapsed.

To use associated work, ensure it has been enabled for a relevant box type

Team Objectives, existing tasks

Only tasks that are in a Box can be added as associated work. 

Task status

Status is displayed for tasks attached to objectives.

Objectives, status of the associated work

Associating work

From the main screen

Steps

  1. Right-click on an objective. A pop-up menu will appear:

    Objectives, add associated work button

     

  2. Select Add Add associated work.

    Add associated work option

  3. Select tasks from the list. Use the search field to narrow down the options.

    add-initiative.png

  4. Click outside of the list to close the task list.

    Add associated work form
  5. Hit "Save" to add associated work. 

Using the details pop-up box

Steps

  1. Double left-click on a given objective. An editing box will open. 

    Details of associated work

     

  2. Click on the 'Associated work' field.

    Associated work field

     

  3. Select tasks from the list. Use the search field to narrow down the options.

  4. Click on a task to select it. The task will be displayed in the associated work field. 

    Chosen associated work

  5. Hit 'Save' to confirm. Associated work has been added.

    Details form, save button

     

Deleting associated work

From the main screen

Right-click on an associated work item > Remove from this objective.

Remove from objective option

Using the details pop-up box

Steps:

  1. Double left-click on a given objective. An editing box will open.

    Details form with added work

  2. Click the X to remove an associated work item from the list.

    Removing work from the list

  3. Hit Save.

    Details form, save button

     

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