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Planview Customer Success Center

Task Assignment widget

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Description

The Task Assignments widget displays all task assignments sourced from AdaptiveWork and accessible to the logged-in user in a single, easy-to-scan grid. It allows for quick visibility into task assignments from the context of Planview.Me.

           

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My Assignments widget

           

The widget displays the following attributes for each assignment:

  • Task Name

  • Project

  • Resource Name

  • Work Policy

  • State

  • Start Date and Due Date

  • Duration

  • Work and % Complete

  • Remaining Effort

  • Internal Status

           

NOTE

Only leaf-level task assignments are shown. Parent task assignments are not displayed.

           

Available functionality

From the Task Assignments widget, users can navigate to the Project WBS with the relevant task highlighted, or open it in a new tab. Clickable links are available on:

  • Project Name — navigates to the project detail page

  • Task Name — navigates to the task detail page

  • Resource Name — navigates to the resource detail page

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NOTE

All grants-based validations that apply in AdaptiveWork are enforced in the widget. Read-only fields are presented accordingly.

           

           

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How-to video

           

Configuration settings

Option Description
Title Name of the widget.
Description (contextual help) Description to appear when user clicks the help icon for the widget.