Adding workbook tasks

If you use the Workbook, add tasks to track project-related tasks you need to complete. For example, you can add a task to remind you about project notes you need to complete for a meeting. Workbook tasks are private and not shared with other users.

Tip:  View tasks you add and any Helix ALM items assigned to you in the Workbook list window. See Using the Workbook list window.

1. Choose Create > Task. You can also click Add on the Tasks list window.

The Add Task dialog box opens.

2. Enter a Task name.

3. Select the task Priority.

4. Date defaults to the current date and time, but you can enter or select another date and time.

5. Select a Need by date and enter a Need by version.

6. Enter a Description.

7. Click Add.

The task is added to the workbook with an Open status.

Tip:  When you complete a task, mark it as Done to change the status. See Editing workbook tasks.