Click on the name of a task anywhere in WeTrack and you will be taken to the task details page for that task. The Task Details page provides a comprehensive view of an individual task within a project. It serves as the central hub for tracking progress, adding and editing task metadata, and coordinating work across teams. For more about tasks see About Tasks and Sub-Tasks.
Task information can be edited on this page. If there isn't a visible pencil for editing, generally you can click on the item itself to edit it.
In this article:
Page Header
The header displays the task name alongside its unique system ID. From here, users can edit the task name, add dependencies, mark the task as complete, or access additional options via the three dot menu.
A status banner beneath the title shows the current RAG (Red/Amber/Green) status and whether the task is overdue. Users can also add/update the owner, update the Headline Status, and add/edit the description directly from this area.
Task Summary
This section shows the project and task group the task belongs to, along with its start and due dates. The Show Baseline Dates toggle allows users to compare current dates against original planned dates, which is useful for tracking schedule changes over time. The Move Task option is available if the task needs to be reassigned to a different project or task group.
Sub-tasks
Tasks can be broken down into sub-tasks, which are listed in a table showing the title, RAG status, dates, owner, attachments, and headline status of each. Users can add new sub-tasks, search existing ones, and filter the list. If no sub-tasks exist, a prompt is shown to add them. For more about sub-tasks see About Tasks and Sub-Tasks.
History
The History section provides a chronological log of all activity on the task, including automatic system updates (such as RAG status changes) and user updates/comments.
Add a comment in the History section, or click the three-dot menu in the task header and select Add Comment. To notify a user of the comment, add their name with the @ sign in the comment (as in @name). If you are adding the comment in the History section, you can also flag the update as the Headline Status.
Details Panel
The right-hand panel contains a wide range of task metadata, organized into sections.
Details
This section covers fields such as department, owner, user group, priority, percentage completion, associated event, space and codes, and critical path reporting. A number of custom tag group fields are also available, allowing organizations to classify tasks according to their own taxonomy.
Location
This section the zone and area associated with the task.
Dependencies
Tasks can be linked to other tasks as either upstream or downstream dependencies, making it possible to map relationships and sequencing across the project. The number of dependencies is shown as a count, and each dependency can be viewed with its key details including dates.
Linked Items
Related items from elsewhere in the system can be associated with the task using the Add Linked Item option.
Attachments
Files can be uploaded directly to the task by browsing or dragging and dropping. The maximum file size is 30 MB. You can also add links to files, folders, websites, and more can also be added.
Subscribers
Individual users and groups can be added as subscribers to a task, keeping them informed of updates and activity.