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What this does

Create tasks within a project and assign them to team members. Each task in IMPACT has three distinct roles — Action, Verify, and Accept — supporting a structured quality workflow.

Current access and functionality

• Verified against the current impact-web, impact-client, and impact-marketplace code on 2026-05-07.
• In impact-web, users must be signed in and working in an active workspace. Navigation and write actions are role-, permission-, and entitlement-aware; unavailable modules are hidden or disabled instead of being universally visible.
• Project creation and management are available to company admins, owners, project coordinators, and project managers according to the permission matrix. Project members may only see assigned or permitted project content.
• Task access is scoped by workspace, project, team, and assignment. Users can act on tasks they are assigned to or permitted to manage; project managers and team leaders have broader controls for their areas.

Before you start

• You must have an existing project.
• You must be the project manager or have task creation permissions.
• Team members must be added to the project before you can assign them.

Steps

Creating a task

1. Open the project and go to the Tasks tab.
2. Click Add Task.
3. Fill in the task details:
   • Short Name — a brief label shown in task lists.
   • Description — what needs to be done.
   • Priority — from 1 (lowest) to 5 (highest).
   • Complexity — from 0 to 10, indicating how difficult the task is.
4. Set the schedule:
   • Baseline Start and Baseline End — the planned dates.
   • Action Duration — how long the execution phase should take.
   • Verify Duration — how long verification should take.
   • Accept Duration — how long acceptance should take.
5. Optionally link the task to a Milestone and/or Deliverable.
6. Click Save.

Assigning team members

Each task has three roles that correspond to the workflow stages:

1. Action SME — the person who does the work. Assign by selecting a team member in the Action field.
2. Verify SME — the person who reviews and verifies the completed work. Assign in the Verify field.
3. Accept SME — the person who gives final approval. Assign in the Accept field.

All three roles are optional but recommended for tasks that need quality control.

Setting task dependencies

1. In the task detail, find the Prerequisites section.
2. Select the task(s) that must be completed before this task can start.
3. Auto-scheduling will use these dependencies to calculate expected dates.

Tips

• Not every task needs all three roles. For simple tasks, you can assign only an Action SME and skip Verify and Accept.
• Use the Parent Task field to create task hierarchies — break large tasks into subtasks.
• Set realistic durations per stage. IMPACT uses these for auto-scheduling and burndown tracking.
• Use Priority to help your team focus on what matters most. Higher priority tasks are highlighted in task lists.

Common issues

• Issue: Cannot assign a team member — Fix: The person must be added to the project team first. Go to the project's Team settings to add them.
• Issue: Task dates seem wrong after editing — Fix: If auto-scheduling is enabled, dates are recalculated based on durations and dependencies. Check the prerequisite chain.

Related

• How the task workflow works (Action, Verify, Accept)
• How to use checklists in tasks
• How to manage milestones and deliverables