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Tasks

How to create and manage individual Tasks in SiteRise.

Purpose

This article explains how to create and manage Tasks within a project.

Who Uses This

Project managers and team members responsible for day-to-day project work.

How It Works

Tasks are the individual action items that make up your project schedule. Each task can have an owner, due date, and status.

Add a new task by clicking "New Task" within the schedule, then assign an owner and set start/end dates.

Link tasks together using Dependencies so the schedule reflects the correct order of work (see Dependencies).

Best Practices

  • Break large deliverables into smaller, manageable tasks.

  • Assign a single clear owner to each task.

  • Update task status regularly to keep the schedule and Critical Path accurate.

Troubleshooting

If a task isn't showing up in the schedule view, confirm it's linked to the correct project and has valid start/end dates.

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