Field reference
Task
How to use Task in Projects & Tasks: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create a project, define tasks and responsibilities, and set dates and dependencies. Record progress, time and linked commercial activity. Review the project filters when comparing delivery status and financial results.
This page is a record page in Project Management → Projects & Tasks. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Subject.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Task from Project Management → Projects & Tasks, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Subjectsubject | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Issueissue | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Issue |
Typetype | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Task Type |
Colorcolor | Color Optional | Complete the value according to the field label and the record’s validation rules. |
Is Groupis_group | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Prioritypriority | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Weighttask_weight | Float Optional | Enter a numeric value using the required unit and precision. |
Parent Taskparent_task | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Task |
Completed Bycompleted_by | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Completed Oncompleted_on | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Is Templateis_template | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Begin On (Days)start | Int Optional | Enter a whole-number value. |
Duration (Days)duration | Int Optional | Enter a whole-number value. |
Expected Start Dateexp_start_date | Datetime Optional | Record the date and time in the configured system/user time zone. |
Expected Time (in hours)expected_time | Float Optional | Enter a numeric value using the required unit and precision. |
Expected End Dateexp_end_date | Datetime Optional | Record the date and time in the configured system/user time zone. |
% Progressprogress | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Is Milestoneis_milestone | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Task Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Dependent Tasksdepends_on | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Task Depends On |
Actual Start Date (via Timesheet)act_start_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Actual Time in Hours (via Timesheet)actual_time | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Actual End Date (via Timesheet)act_end_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Total Costing Amount (via Timesheet)total_costing_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Expense Claim (via Expense Claim)total_expense_claim | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Billable Amount (via Timesheet)total_billing_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Review Datereview_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Closing Dateclosing_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Departmentdepartment | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Child tables
Dependent Tasks — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Tasktask | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Task |
Subjectsubject | Text Optional · Read-only | Provide the required record description or content. Keep operational instructions clear and applicable. |
Projectproject | Text Optional · Read-only | Provide the required record description or content. Keep operational instructions clear and applicable. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.