How to Use Task Validation

Goal

As a Project Manager I don't want individuals to mark a task to a certain status without doing a specific interaction with a task. For example: I don't want an individual to mark a task as N/A without first writing a comment. Individuals will have the ability to choose different variations of Task Validations from the drop down menu choices we offer. 

Pre-Requisite

It's required to have the Task Validation feature activated in your subscription. This is available on the Sprint plan. Reach out to [e-mail] to inquire about custom plan creation. 

How To

Task Validation is set at the Baseline level. When you're creating Baseline Tasks, you will set Task Validation for one task at a time. Open any Baseline Task and expand your options to show the Workflow Section. The first drop down box contains options that allow you to choose an action that happens and the section drop down box allows you to determine the validation that needs to occur. For example: the first box we can select "When a task's status changes to N/A" and the second box will create our validation rule and select "Require a Comment