Project Tasks

Each Task is associated with a phase of the Software Development Life Cycle (SDLC).

The screenshot below shows the Tasks list, organized by phase. The tabs can be used to navigate between them. Refer to Default phases for more information about the default Task phases.

Task list view

Refer to Task details, for more information on the information and badges shown for each Task.

Filter Tasks

The project filter can be used to search for Tasks matching certain criteria. It is also useful to help prioritize which Tasks to focus on:

  • "Which Tasks are high priority?"

  • "Find all Tasks that failed verification"

  • "Show me which Tasks that should be assigned to manual testers"

Steps:
  1. Click on the filter icon in the top right of the page.

    project tasks filter icon
  2. Use one or more of the options to filter the Tasks. Filtering Tasks by status, priority, assigned user, category, verification, tags, source, and regulation is supported.

    project tasks filter fields

Search Tasks

The search field can be used to search for Tasks matching keywords.

Steps:
  1. Click on the search icon in the top right of the page.

    project tasks search icon
  2. Enter keywords to search for relevant Tasks in the current phase.

Search results appear based on the keywords you entered. You can also Filter Tasks to refine your search.

It may take up to 1 hour for the search indexing system to register updates to custom content or Task changes in the project.

View all project Tasks

By default only Tasks relevant to a project’s assigned risk policy are displayed in the interface. Change the view so that all Tasks are displayed and available to be actioned.

Steps:
  1. Open the project Tasks page

  2. Uncheck the option "Show only Policy Name tasks" where "Policy Name" is the name of the project’s assigned risk policy.

    project tasks risk filter

The list of tasks reloads with all project Tasks.

Copy Task titles

Copy the titles of Tasks that are currently open in your project using the steps below:

Steps:
  1. Select the more options icon.

    project tasks more icon

  2. Select Copy Task Titles.

    project tasks more menu

The titles are copied to your clipboard in Markdown format. Use them as a simple Task checklist in other systems.

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