Tasha's Top 10 New Features for D365 Project Operations: Feature 9

Mark a Task as Complete from the Grid View in D365 Project Operations

Number 9 on Tasha’s Top 10 New Features for D365 Project Operations: Mark a Task as Complete from the Grid View. This feature is designed to streamline task management and enhance user efficiency.

Business Value

This feature provides an additional method for completing a task by allowing users to mark it as complete directly from the grid view. This is particularly beneficial for Project Operations customers who do not use time entries to track their progress on tasks. For these users, completing tasks can be challenging as it typically requires time entries to increase effort completed. With this update, marking a task as complete is as easy as a few clicks, like the functionality in Project for the Web.

Special Details

Here are some key points about this feature:

• Ease of Use: Users can now mark tasks as complete directly from the grid view, simplifying the process.

• No Time Entries Required: Ideal for customers who do not use time entries to track task progress.

• Streamlined Workflow: Reduces the steps needed to complete tasks, enhancing overall efficiency.

Using Mark a Task as Complete from the Grid View

Here’s a quick guide to help you get started:

1. Open Grid View: Navigate to the grid view in your project.

2. Select Task: Choose the task you want to mark as complete.

3. Mark Complete: Click the option to mark the task as complete directly from the grid.

By following these steps, you can easily manage and complete tasks, ensuring your project stays on track, and everyone knows it is on track!

Conclusion

Marking a task as complete from the grid view is a straightforward yet impactful feature that enhances task management in D365 Project Operations. By simplifying the process and reducing the need for time entries, it improves efficiency and user experience. If you have any questions or need further assistance, feel free to reach out!

Happy task managing!