Add Details to a Task

You can add the following details to a task:

 

To access these options:

  1. Open the task.

  2. Make sure the Phase & LOE subtab is selected:

  3. To specify a phase the task is associated with:

    1. Right-click in the Phases area or select the Options icon > Select Set Phases.

    2. Double-click or use the Select icon to select the required phases.

    3. Select Apply.

  4. To specify a line of inquiry for the task:

    1. Right-click in the Phases area or use the Options icon > Select Set Lines of Enquiry.

    2. Double-click or use the Select icon to select the required lines of inquiry.

    3. Select Apply.

  5. To exclude the task from the disclosure process, select the Disclosure subtab.

    1. Select the Excluded checkbox.

    2. Enter a reason to explain why the task is excluded from the disclosure process > Select OK.