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Planview Customer Success Center

Task Display Symbols

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Four Display Symbols can be optionally toggled to display on the Task:

  • Milestone – where the Task is a standard Milestone Task
  • Linked Deliverable – where Task has a linked Deliverable (either to the current Project or another Project)
  • Actual Effort > Planned Effort – where the Actual Effort recorded against the Task (via Timesheets) exceeds the planned Effort recorded against the Task.
  • Attachment – where the Task has one or more standard document attachments (note, this does not count any document custom field attachments that exist on the Task, but these can be filtered on separately).

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The Task Preview tile updates with an example of where the conditions are met:

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