A Task's Guide tab gathers everything its Procedure Step's authors wrote to help you do the work: what you need, what you should produce, the tools to use, what the work waits on and must pass, the Step's instructions, and its Resources. An Assignment's own Guide tab shows the same for the Procedure as a whole.
- Select the Task in the list pane.
- Press the Guide tab in the detail pane.
What the Guide shows
Each section appears only when the Step has something in it.
- Supplies: what this work needs that nothing inside it produces, such as a printed handbook. They are listed for reference; nothing is recorded when you complete the Task.
- Deliverables: what this work should produce, such as a welcome packet.
- Tools: the equipment, software, or systems the work is performed with.
- Before starting: what this work waits on, such as another Task being approved, a Field's value passing a test, or a value for a Required Input. Until each is met, the Task can't start, though it can be skipped.
- Before completing: what must be true before the work is complete. A test of a Field's value, or a Required Output, keeps the Task from completing until it is met. A check stated in words is yours to judge.
The Task's Progress panel on its Info tab shows which of these it still waits on. See Update Assignment or Task Completion Status.
Below these sections are the Step's detailed instructions and its Resources: explanatory references such as documents, links, and embedded text. Press a Resource's expand button to read it full size.
Supplies, Deliverables, and Tools come from the Procedure's Materials & Tools; the two criteria sections come from its Entry & Exit Criteria and its Required Fields.
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Overview
Step-by-Step
