Introducing task files

The new ‘Task files’ feature allows project/process managers to specify that certain tasks can only be completed if file ‘evidence’ is attached to the task.

With such attribution applied, this new release includes the ability for project/process team members to add (upload/link) file evidence to such tasks.

This has been a common request from many Method Grid pro users to cater for all manners of project (grid) categories and types of task deliverable; for example, within complex engineering/construction delivery grids to capture: statements of work, engineering blueprints and designs, business cases, contracts etc.

Let’s use this scenario to illustrate how the feature works:

1. A project task needs to be ‘evidenced’ with a file artefact – “file required” is toggled “on”

Sonja (the Project Lead) seeks to link a checklist task in her project (as based on a detailed methodology built in Method Grid) on specific evidence of work; for example, a link to a draft client deliverable stored on the company’s document management system (say, Sharepoint, Dropbox, Google Drive etc).

Sonja can now toggle “on” the “task file” requirement (document icon) associated with this task (grid editor in edit mode).

2. Now, the task can only be marked complete with an uploaded or linked file

Let’s say that Shan (Project Team) is assigned to the task and, subsequently, completes the draft client deliverable required. He adds this link to the requisite task, allowing him to check it off as complete. Shan is also able to add additional links, or files, as necessary.

3. Sonja (and all other members of the project team) can view the files. 

Now, Sonja (and all other members of the project – as set via access control) can click on the task’s associated ‘Task files’ icon to view the files.

As such, this feature also allows for a complete project repository (and archived audit) of all completed steps.

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Next up for our fast-moving development team?

Our next release is the addition of grid, stage and element “due dates” – we are aiming to release this on 07 May 2020.

This will allow you to schedule specific “due dates” for any of these components rather than them just auto-displaying dates that “bubble up” from constituent tasks.

The next release will also include an additional, configurable (is an element overdue?) display rule, more notification settings and updates to the dashboard (Overview, Elements, Tasks sections).

You can follow our development roadmap here (enabling structured knowledge + project/task management = repeatable professional service excellence).

Please continue to keep the feedback and new feature ideas coming (there is nothing we like more).

Is there a feature you would love to see us add to our development stack? If so, please let us know in the comments below or email [email protected]