Adding Helix ALM workbook tasks

You can add project-related tasks to the Helix ALM workbook. For example, you can add a task to remind you to install the latest build before running a test.

Tip: If you need to add a task with the same basic information as another one, save time by duplicating the existing task and then editing the new one. See Duplicating Helix ALM items.

1. Choose Tools > Helix ALM > Add Task. You can also click Add in the Workbook list window.

The Add Task dialog box opens.

2. Enter a Task summary to briefly describe it.

3. Select a task Priority.

4. Date defaults to the current date, but you can enter another date. You can also click the Select Date button to select a date.

5. To identify an optional deadline for the task, select a Need by date or enter a Need by version.

6. Enter a Description.

7. Click Add to save the task.

When you complete a task, mark it as Done to change the status. See Editing and deleting Helix ALM workbook tasks.