Once tasks have been created, you can see tasks in a few different places:
- When a task has been created on a report, the 'create task' button changes to show there is 1 task associated with the report. Clicking on that will allow you to create another task, or click on the one already created to view the report for that task.
- In the left-hand navigation, 'Project Tasks', just under the search report field, will take you to all of the tasks associated with the project.
- In the far left navigation, clicking on the 'Account Tasks' icon will show you all tasks across your account.
By clicking into project or account tasks, you'll see the layout below with all new tasks having been added to the backlog section.
From the project tasks, you can then drag and drop into different sections as work progresses, so you can easily keep on top of progress.
In this view, you'll see the following information:
- Task Title.
- Description. Hover your mouse cursor over this area to see the full description.
- Assignee(s). The people who are involved in the task, who will get notifications as new crawls complete.
- URL/Issue Count. The number of unresolved issues or URLs in the task.
- % unresolved. The count of URLs for the task as a percentage of the count when the task was first created. If there are more URLs for the task now than when the task was created, this will be above 100%.
- Unresolved Trend. A trend graph for the task to provide a quick view of progress.
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Priority. The priority assigned to the task, indicated by the following symbols:
- Two blue down arrows for a note.
- A single blue down arrow for low priority.
- Two horizontal orange lines for medium.
- One red up arrow for high.
- Two red up arrows for critical.
From this view, you can also download the list in CSV format to view the data in a spreadsheet and easily share with others as required. You can do this by clicking the download button to the right of the top of the task list. In the CSV file, you'll get the status, task title and description, email addresses of the people assigned to the task, URL count, percentage of unresolved issues, and priority.
From the task list, you can also click on a task to bring up the task details view.
Here you’ll see the following additional information:
- Trend. A more detailed trend chart showing the number and percentage of unresolved, alongside the original URL/issue count. Clicking into the Unresolved URL/Issue Count box will take you to a task report view so you can see the detail.
- Description. The details entered into the task when it was created, to help people working on the issue to understand the problem.
- Requirements/How to fix. This details the instructions on how to fix and the requirements to show that the issue is fixed, that were entered when the task was created.
- Created. The date the issue was created.
- Deadline. The data the issue should be completed by.
- Status. Showing the stage the issue is currently in—backlog, to do, in progress, testing, or done.
- Base Report. The original report that the task was created from.
As mentioned above, when you click on the Unresolved URL/Issue Count box, you'll be taken to a specific view of the report for that task. This view will have the task title as the report title, and you'll see the task description, severity and status in a purple box at the top of the report. This helps you differentiate the task report view from other reports in Lumar.
There are also a few actions you can take in this screen. Read more about actioning tasks and take a look at some examples.