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Managing Task Information on the Task Details Overview Tab

You can manage the information about a task by referring to the Task Details tab.

Locating the Task Details Tab

You must have view or contribute permissions to the task to see information on the Task Details tab. You must have manage permissions to the task to edit information on the Task Details tab.

To access the Task Details tab:

  1. Navigate to the Projects area of the Global Navigation Bar.
  2. Click Projects.
  3. Click the name of the project where you want to view a task.
  4. Click the Tasks tab.
  5. Click the name of a task that you want to view.
  6. Click Task Details.
  7. Choose the Overview sub-tab to view more information about the task.

NOTE To access a task, you can also search for a task, and click the name to access the task. For more information on searching for objects in Workfront, see "Searching Workfront."

Managing Task Information on the Overview Tab

If you have manage permissions to the task, you can edit the information on the Overview sub-tab. If you have view or contribute permissions to a task, you can only view the information on the Overview sub-tab.
For more information about task permissions, see "Task Permissions."

You can see the following information on the Overview sub-tab:

Name: Name of the task.

Description: Description of the task. 

URL: Users with contribute or manage permissions to a task can specify any links to internal or external pages that reference the task in this field.

Priority: The designated​ priority or importance of the task.

Duration Type: Identifies the relationship between the number of resources assigned to a task and the total effort or total duration of the task. For more information about duration types, see "Duration Type Overview."

Duration: The difference in days between the planned start date and the planned completion date, provided the duration type is simple. This is the planned length of time the task will take. Depending on the duration type of the task, and the number of resources assigned to the task, this value can be manually editable, or a calculation. For more information about duration types, see "Duration Type Overview."

Projected Duration: The difference in days between the projected start date and the projected completion date. 

Actual Duration:​ The difference in days between the actual start date and the actual completion date. This is how long the task actually took to complete. 

Planned Hours: Hours planned for the task. Depending on the duration type of the task and the number of resources assigned to the task, this value can be manually editable, or a calculation. For more information about duration types, see "Duration Type Overview."

Actual Hours: Hours actually recorded on the task.

Task Constraint: Sets the scheduling constraint for the task. For more information about task constraints, see "Task Constraint Overview."

Planned Start Date: When the task is planned to start. The planned start date of a task is set and influenced by a number of factors:

  • Depending on the system-wide preference for the task planned start date, the start date of a new task on a project can either be today, or the start date of the project. For more information about the system-wide task preferences, see "Task and Issue Preferences."
  • Depending on the predecessors of the task, the planned start date is picked by Workfront to be the next available date after the predecessors finish, or start, depending on the predecessor relationship. For more information about predecessor relationships, see "Understanding Predecessors."
  • The project manager or the task owner can manually set the planned start date when the task constraint is either Fixed Dates or Must Start On. For more information about task constraints, see "Task Constraint Overview."

Projected Start Date: The ‘real life’ date of when the task is going to start based on the progress and completion of prior tasks. The projected start date and the planned start date start out by being the same, when a project is first planned. The projected start date can move away from the planned start, if the project evolves and the task is not started yet. For more information about projected start dates, see "Projected Start Date."

Actual Start Date: The date and time the work was initiated. The default is always the actual time when the task status changed to In Progress, for the first time. The actual start date can also be manually modified by the project manager, or the task owner. 

Planned Completion Date: The anticipated completion date as shown when the task is planned. The planned completion date can be set by a number of factors:

  • The planned completion date is calculated from the planned start date by adding the Duration of the task to the planned start date. When the project manager or Workfront specifies the Duration of the task, this triggers an update to the planned completion date. If the planned date changes, it will often be because the Duration of the has been updated.
  • The project manager or the task owner can manually set the planned completion date when the task constraint is either Fixed Dates or Must Finish On. For more information about task constraints, see "Task Constraint Overview."
  • If the Duration Type of the task changes, and the number of resources on the tasks changes at the same time, the planned completion date will change, as well. For more information about duration types, see "Duration Type Overview."

Projected Completion Date: The ‘real life’ date of when the task is going to be completed based on the progress of prior tasks and on the progress updates made on the task by the assignee. The projected completion date and the planned completion date start out by being the same, when a project is first planned. The projected completion date can move away from the planned completion, if the project evolves and the task is not started yet. For more information about projected completion dates, see "Projected Completion Date."

Actual Completion Date: The actual date and time the task is marked Completed. The default date and time when a task is completed will always coincide with the actual time when the task status becomes Completed. The actual completion date can also be manually modified by the project manager, or the task owner. 

Entered By: Person who created task. 

Last Updated By: Person who last updated the task.

For more information about the Custom Forms sub-tab, see "Applying Custom Forms to Objects."

For more information about the Finance sub-tab, see "Managing Task Finances on the Task Details Tab."