Task Statuses

• Task Statuses
• Status a Task

Video 1. Updating Task Status.

Task Statuses

Once your Tasks are on the Pull Plan, you can status them. There are five different states that Hoylu Tasks can be moved into:

Unplanned

This state allows you to place a Task on the Pull Plan without it counting towards PPC. You still have the ability to move this Task anywhere in the Plan. From a lean perspective, these are Tasks that should happen. 

Planned

This state is for a Task you are planning to have on a particular day or week that now counts towards PPC. You still have the ability to move this on the Plan. From a lean perspective, these are Tasks that can happen.

Committed

By committing to a Task, you have locked it to this day and to this Swimlane. You will not be able to move or edit this Task unless a Workspace admin reverts it back to a Planned or Unplanned state. This counts towards PPC. From a lean perspective, these are Tasks that will happen.

Completed

This is a status for a Task that has been completed and cannot be edited except to add Outcome Notes. This counts towards PPC.

Incomplete

Marking a Task as incomplete will automatically open the Variance Reasons menu for you to select and duplicate the original Task for you to schedule out for another day. The duplicated Task will be editable, but the original Task cannot be modified except to add Outcome Notes. This counts toward PPC. 

Status a Task

Figure 1. Statusing a Task.

✏️  Note: Admins of the Workspace are able to jump back and forth between states as needed, but non-admins have to follow this sequence of planned -> committed -> complete or incomplete. Hoylu will warn you if you are not following the correct sequence.

When marking a Task as Incomplete, there are several things that can happen.

1. Click on the Status button of a Task
   
   
2. Click on Incomplete
   
   
3. Select a Variance Reason
   
   
4. Move the duplicated Task to another day
   
   
5. Double click to edit the Task if you need to change the crew size or reduce the duration
   
   
6. Click the Save and Close button

Figure 2. Incomplete Tasks.

You can always return to the original incomplete Task by double-clicking it to manipulate any planned vs actual information and add any Outcome Notes if you want to be more specific beyond the Variance Reason. See this article for more information.

Figure 3. Adding any Outcome Notes.