Use business projects for task management

タスク管理プロジェクト テンプレートは、作業の作成や完了のための最も基本的なワークフローを設定します。

There are two steps in the workflow: To Do and Done.

このプロジェクト タイプの用途

• ‘Business as usual’ tasks such as preparing reports or presentations

• 新しいチーム メンバーの研修などの臨時タスク

• Small, recurring tasks such as updating time sheets or ordering supplies

Set due dates and reminders

Depending on the type of work you're doing, you may want to set due dates and reminders. The assigned person will then be automatically notified when the work item is due. If you become a watcher on the work item, you’ll be reminded as well.

See Schedule a work item.

サブタスクの作成

If a work item that you add is actually a group of smaller tasks, you can create subtasks and assign them to different people. The work item won’t be able to move to Done until all the subtasks are complete as well.

See Create work items and subtasks.

タスクのリサイクル

As tempting as it may be to recycle the small recurring tasks, and put them back in To Do, don't. It'll affect reporting for the project and your team won't get an accurate picture of how much they’ve completed. Instead, select More actions (•••) then Clone to create a copy of the issue. This ensures that you’re accurately recording and reporting on all work.

See Reports.

ボードでのアクティビティの管理

Use the board view in business projects to track incomplete tasks, add new ones, and check what's been done so far. The board gives you a quick view of what’s overdue (if you’re using due dates) and who’s assigned to tasks so you can follow up.

See Work with boards.

Customize work items

The table below shows the specifications for default work items in a project. Business project admins can customize these defaults. For example, they can add other work types to the project, or add new fields to this work type. See Configure work items.