Viewing task activities and adding activity notes
While viewing a task, you can track the task activities and add activity notes to the task. Activity notes provide additional information about the task such as details about implementing the task, communication details between the project manager and task users and so on. You can view and track all the activities performed on a task on the Activity tab on the task details page.
You can perform the following actions on the Activity tab of a task:
- View the name of the contributor who made the comment performed.
- View the status changes and assignment changes.
- View automatic task status updates.
- View information such as public notes.
- View feedback provided by a person who accesses the task.
- Filter task activities by using the available filters.
- Search the activities performed by a particular author.
To view task activities
- Log in to the Portfolio Management application
- Open the task where you want to modify it, in different ways:
- Navigate to Workspaces > Projects and open a project on the Projects workspace by clicking the required project ID.
- If the task is related to a sprint or phase, go to the Sprints or Phases tab and click the required sprint ID or phase ID. On the sprint or phase page, go to the Tasks tab and click the required task ID.
- Otherwise, go to the Tasks in the Backlog tab or Global Tasks tab, and click the required task ID.
- If the task is related to a task, it is a subtask, once you open the parent task, go to Subtasks tab and clicking the required task ID.
- Navigate to Workspaces > Project Tasks and open the task on the Project Tasks workspace by clicking the required task ID.
- Navigate to Workspaces > Projects and open a project on the Projects workspace by clicking the required project ID.
- On the task details page, click the Activity tab.
On this tab, the latest change in the task is displayed at the top. - (Optional) To perform a search to view the updates made by a particular person, click Filter, select the Author check box, enter the name of the agent, and click Apply.
You cannot perform the following actions on the Activity tab:
- Modify the order in which the sprint activity details are displayed.
- Disable or enable auditing on the fields that are displayed in the sprint activities.
To add activity notes to a task
- Log in to the Portfolio Management application
- Open the task where you want to modify it, in different ways:
- Navigate to Workspaces > Projects and open a project on the Projects workspace by clicking the required project ID.
- If the task is related to a sprint or phase, go to the Sprints or Phases tab and click the required sprint ID or phase ID. On the sprint or phase page, go to the Tasks tab and click the required task ID.
- Otherwise, go to the Tasks in the Backlog tab or Global Tasks tab, and click the required task ID.
- If the task is related to a task, it is a subtask, once you open the parent task, go to the Subtasks tab and click the required task ID.
- Navigate to Workspaces > Project Tasks and open the task on the Project Tasks workspace by clicking the required task ID.
- Navigate to Workspaces > Projects and open a project on the Projects workspace by clicking the required project ID.
- On the task details screen, click the Activity tab, and click Add a note text box.
Any text that you add is automatically spell checked. The spell check option is enabled by default. You can disable the spell check if you do not want the text to be checked. - Enter details in your activity note and click Post.
- (Optional) To attach files to your notes, click Attach.
Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*