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Activate a Task

How to Activate a Task in an Event or a Runbook

In order to activate a task, at least one of these conditions must be met:

  • You must be the task owner, ie assigned to the task or in the team or group to which the task has been assigned
  • You must be the Manager of the Event or have been added as a Manager into the Event
  • You must be the Manager of the Runbook or have been added as a Manager in the Runbook

To activate a task it must be in an available state. That means that any predecessor tasks must have been completed and any time constraint on the task must have been reached. There are a number of ways in which the task can be activated:

  1. On the planner of an event or a runbook, any tasks which are available to you will display with the Play button.
  2. This will be the case regardless of which view you are on or what filtering you have in place.
  3. Simply activate the task or tasks when you are ready to start the relevant activity.
  4. You can also access the Activate button on the task slide-in by clicking on the relevant WBS number from the planner.
  5. The same Activate button will be available from the task record page which you can access by clicking on the task number on the planner or from the slide-in more options drop down.