Task management console

The Task Management Console provides a single point for Task users, Project managers, Project Masters and Portfolio Managers, where they can monitor the progress of project tasks as they move through their lifecycle.

To access the task management console, log in Portfolio Management application and click Workspaces > Project Tasks.

The following figure shows the options once you access the tasks console.

7 - Task Management Console.png

The following table describes the project console UI elements:

Annotation	UI element	Description
1	Navigation bar
	Access menus	Navigate to the following options available in Portfolio Management application: Dashboard: The dashboard is visible to all resource contributors, resource managers, and resource masters. It consists of the Pre-Configured Cards and a Card’s settings icon that would allow the currently logged-in user to create new Custom Cards for easy access. Workspace: The menu displays the available workspaces, which include, Ideas, Demands, Projects, Programs, Project Tasks, Resource Requests, and Resource Assignments. The respective workspace displays the list of ideas, demands, projects, programs, projects tasks, resource requests, and resource assignments created within the application. Create: It displays the options to create a new Idea, Demand, Project, Program, Portfolio, and Resource Request. Portfolios: Has the two categories, Business and Application Portfolios, that redirect you to the respective list of Portfolios created within the application. Resources: This menu displays the list of consoles related to Resource Management, which includes Resource Qualifications, Timecard Approvals, Resource Timecards, and Resource Availability.
		Messages: Shows the notifications for your profile. For example, when a project task is assigned to the currently logged in user, they will get a notification that will appear under this bell icon.
		Application Settings: Shows the configuration settings in Portfolio Management application. For more information, see Administering.
		Application Launcher: Contains all the applications, offered by BMC. Click to launch the Reporting dashboard and access reports. For more information, refer to Viewing Reports.
		My Profile: Displays the following user options: My Qualifications: Redirects the user to the My Qualifications console, where they can add and manage their qualifications. Refer to My qualifications console for more. Log Timecards: Redirects the user to the Timecard Dashboard, where they can enter a new timecard. Refer to Timecard Dashboards for more. My Availability: An availability tag that can be applied to a user's profile to show they are available for assignment. My Preferences: A field to enter the preferred language of the user. Sign Out: Click to log out of the application.
2	Workspace	List of Tasks.
3	Task ID	Open a Task.
4	Search grid	Search for a task by entering the keywords or tasks ID.
5		Filter the listed records by entering or selecting values. For example, you want to view tasks with Project Task summary Innovation. To view these records, in the Filter list, enter Innovation from the Project Task summary field and click Apply. You can use preset filters that are available for cases, tasks, and knowledge articles to narrow down your search. Preset filters are filters that are available out of the box for cases, tasks, and knowledge articles. Learn more about creating filters in Defining filter presets to search records.
6		Modify the visible columns in the workspace. The list of columns contains - Assignee End Date ID Task Modified Date Primary Label Priority Project Start Date Status Summary Task Assignee Task ID Team

Task management console

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