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Service Page

Last Update: 4/4/2017 1:21 PM

​​​​The Service Page is the central location in MSPComplete where members manage and complete tasks for individual services. On the Service Page, you can view the tasks for a service, add tasks, start tasks, mark a task as blocked or completed, and skip tasks.

Sections in this article:

 

View tasks for a service

On the Service Page, you can view all tasks for a service, start tasks, update status, and view and edit task details.

Complete these steps to view the tasks for a service:

  1. Select the appropriate workgroup, and then click Delivery Center in the left navigation pane.
  2. Click the service for which you want to view tasks.

 

This information is displayed in the top pane of the Service Page:

 

 

Details Description

1

Service name

The name of the service.

2

Service tags

Tags for the service.

3

Service progress

The overall progress and completion percentage for the service. A red progress bar is displayed when the service is blocked.

Tip: Hover over the progress bar to view the number of tasks completed out of the total number tasks for the service.

4

Customer

The name of the customer for the service.

5

Assigned team

The name of the assigned team for the service.

6

Service assignee

The assignee for the service. Services without an assignee are displayed with a dotted user icon ().

7

Service schedule

The start and due date for the service.

This information is displayed in the left pane of the Service Page:

 

Details

Description

1

Tasks

Tasks for the selected service. Click See more completed tasks to view completed tasks.

2

Task name and status

The name of the task and the status.

  •  An empty circle icon () is displayed if the task is not started. Tasks that have not been started are dimmed.
  •  A spinning circle icon () is displayed if the task is in progress.
  •  A skip icon () is displayed if the task was skipped.
  •  A blocked icon () is displayed if the task is blocked.
  • An alert icon () is displayed when an error is encountered with an automated task.
  •  A check mark icon () is displayed if the task is complete.

 

3

Task assignee

The assignee for the task. Tasks without an owner are displayed with a dotted user icon ().

4

Due date

The due date for the task. Past due dates are displayed in red.

​This information is displayed in the right pane of the Service Page after you select a task in the left pane:

 

Details

Description

1

Task name

The name of the task.

2

Task assignee

The assignee for the task.

3

Task start date

The start date for the task.

4

Task due date

The due date for the task.

5

Run time

The run time for the task in HH:MM:SS. If the task is completed, the time that it took for the task to be completed is displayed.

6

Details

Details for the task, such as the instructions to complete the task or automated actions available for the task.

These options are displayed depending on the status of the selected task:

  •  The instructions are displayed if the selected task was started and is in progress.
  •  A Start this task button is displayed over the instructions if the selected task has not been started.
  •  An Unblock button is displayed if the selected task is marked as blocked.
  •  A Reset task button is displayed if the selected task was completed or skipped.

These actions can be performed in the Services Page:

Actions

Description

Add task

Click Add Task to add additional tasks to the service.

For more information: Read the Add tasks to a service ​topic.

Complete tasks or update their status

(start a task, skip a task, reset a task, and complete a task)

These actions can be performed for tasks:

  •  Select the top task that has not started. Click Start this task when you are ready to go through the instructions for the selected task.
  • Select the top task that has not started. Click Skip when no action is needed for the selected task.
  • Select the task that is in progress. Click the ellipsis in the top right corner, and then select Mark as blocked when something is keeping you from completing the instructions for the selected task.
  • Select the task that is in progress. Click Complete when you complete the instructions for the selected task.
  • Select a task that is completed, skipped, or blocked, and then click Reset to reset the status of that task to not started. This is necessary if you later change your mind about completing the task, skipping the task, or if the task is no longer blocked.

    Caution: Resetting a task also resets the status of all tasks that proceed it.

For more information: Read the Complete tasks or update their status ​topic. 

Edit task details

To edit the task details, hover over a task in the left pane of the Service Page and click the edit icon ().

Reorder task

Click the drag icon () and drag a task up or down in the left pane to change the order of the tasks for a service.

For more information: Read the Change the order of tasks for a service​ topic.

 

Add tasks to a service

You can add tasks to a service, assign them to members or teams, and set them to start and be due on a specific date and time.

Complete these steps to add tasks to a service:

  1. Select the appropriate workgroup, and then click Delivery Center in the left navigation pane.
  2. Click the service for which you want to add a task.
  3. Click Add Task.


    The Task Library displays all the available tasks that you can add to a service and includes search options to quickly find a task. Dimmed tasks cannot be added to a service but will be available soon.

    Tip: Select the Manual task when you prefer to start with a blank task that you can personally configure.
  4. Select a task in the Task Library and enter this information into the task details form:

    Field

    Description

    Name

    Enter a name for the task or leave the default task name unchanged.

    Assign team

    Select a team for the task. When a task is assigned to a team, the list of members in the Assignee field is filtered to display only members of the selected team.

    If you prefer to assign the task directly to a member of the workgroup, leave the Assign Team field blank and instead select a member in the Assignee field.

    Assignee

    Select a member for the task. If a team was selected for the task, then the list of members is filtered to display only members of the selected team.

    If you want the task to be claimed or automatically assigned to a member of a team, leave the Assignee field blank and instead select a team in the Assign Team field.

    For more information: Read the People​ article.

    Schedule

    • Choose Schedule by date to define an absolute start date and due date for the task.
      • Select a start date for the service, and then click Apply.
      • Select a due date for the service, and then click Apply.
    • Choose Schedule by previous task completion to define a relative start date and due date for the task.
      • Choose the start time to define how soon the task will start after the previous task is completed. For example, if you select “Start after 30 minutes,” the task will automatically start 30 minutes after the previous task is completed.
      • Choose the completion time to define when the task is due after it starts. For example, if you select “Complete within an hour,” the task will be due one hour after it starts.

    Instructions

    Enter instructions for the task. Use Markdown language for formatting.

    For more information: Read the Markdown Guide from Daring Fireball or read the Markdown article in Wikipedia for more information about the Markdown language.

    Instructions preview

    Displays a preview of your edits before they are published.

  5. Click Add Task.

 

Edit task details

You can edit task details, such as the assignee, start date, and due date.

Complete these steps to edit task details:

  1. Select the appropriate workgroup, and then click Delivery Center in the left navigation pane.
  2. Click the service for which you want to edit a task.
  3. Hover over a task, and then click the edit icon ().
  4. Enter this information into the task details form.

    Field

    Description

    Name

    Enter a name for the task or leave the default task name unchanged.

    Assign team

    Select a team for the task. When a task is assigned to a team, the list of members in the Assignee field is filtered to display only members of the selected team.

    If you prefer to assign the task directly to a member of the workgroup, leave the Assign Team field blank and instead select a member in the Assignee field.

    Assignee

    Select a member for the task. If a team was selected for the task, then the list of members is filtered to display only members of the selected team.

    If you want the task to be claimed or automatically assigned to a member of a team, leave the Assignee field blank and instead select a team in the Assign Team field.

    For more information: Read the People​ article.

    Schedule

    • Choose Schedule by date to define an absolute start date and due date for the task.
      • Select a start date for the service, and then click Apply.
      • Select a due date for the service, and then click Apply.
    • Choose Schedule by previous task completion to define a relative start date and due date for the task.
      • Choose the start time to define how soon the task will start after the previous task is completed. For example, if you select “Start after 30 minutes,” the task will automatically start 30 minutes after the previous task is completed.
      • Choose the completion time to define when the task is due after it starts. For example, if you select “Complete within an hour,” the task will be due one hour after it starts.

    Instructions

    Enter instructions for the task. Use Markdown language for formatting.

    For more information: Read the Markdown Guide from Daring Fireball or read the Markdown article in Wikipedia for more information about the Markdown language.

    Instructions preview

    Displays a preview of your edits before they are published.

  5. Click Save.

 

Change the order of tasks for a service

You can change the order of tasks for a service. Only tasks that were added to a service can be reordered.

Important: Changing the order of a task will impact subsequent tasks that have a relative schedule to the task that you reorder.

Complete these steps to edit the order of tasks for a service:

  1. Select the appropriate workgroup, and then click Delivery Center in the left navigation pane.
  2. Click the service for which you want to reorder tasks.
  3. Click the drag icon () and drag a task up or down in the left pane to change the order of the tasks for a service. Only tasks that were added to a service can be reordered.

 

Complete tasks or update their status

You can start a task and mark it as complete when you are done, you can skip a task if you determine that it’s unnecessary, you can mark a task as blocked if something is stopping you from completing the task, and you can reset tasks if you need to redo them.

Follow these steps to complete tasks and update their status:

  1. Select the appropriate workgroup, and then click Delivery Center in the left navigation pane.
  2. Click the service for which you want to update the status of a task.
  3. Click a task in the left pane of the Service Page.
  4. Choose one of these actions for the task:
    • If the selected task has not been started:
      • Click Start this task when you are ready to go through the instructions for the selected task. When you start a task, the run time for the task begins counting in HH:MM:SS.
      • Click Skip when no action is needed for the selected task. Skipped tasks are considered completed even though no action was taken. You can reset the task later if you need to complete the instructions in that task.
    • If the selected task is in progress:
      • Click the ellipsis in the top right corner, and then select Mark as blocked when something is keeping you from completing the instructions for the selected task.
      • Click Run when
      • Click Complete when you complete the instructions for the selected task. The run time counter for a task stops when the task is completed. When all tasks for a service are complete, even if some tasks were skipped, the service status is updated to completed.
    • If the selected task is completed, skipped, or blocked, you can click Reset to reset the status of that task to not started. If the service the task belongs to is complete and you click reset, the service is changed from completed to in progress.

      Caution: Resetting a task also resets the status of all tasks that proceed it.

 

 

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