Add a Task or Task Milestone on the Task List Page

Video

Add tasks to detail the work to be performed on your project. Add task milestones to mark the distinct phases of your project. Tasks on the Task List page can be set to public or private. When a task milestone is added, it is automatically set to public.

Depending on your needs, tasks can be added in a variety of ways. The Add button on the toolbar adds a new task with default values. You can also add a task to a specific group in the table, add a task as a predecessor or successor to an existing task, or copy and paste an existing task to duplicate it.

To learn more about tasks, see Understanding Tasks App Concepts.

To add a task or task milestone on the Task List page:

  1. In the object selector, select a project or program.
  2. In the sidebar, hover over Tasks, and select Task List.
  3. Add a task or task milestone using any of the following methods:
    1. Using the toolbar:
      1. On the toolbar, select Add. In the new row, complete the following fields:

        Note: To add a task in the context of a program, the page must be grouped by Project.

      2. Task Name: Enter a task name.
      3. Type: Select Task. This is the default option.

        Notes:

        • You can change the task type if the task is not complete and has no commitments.
        • Task milestones do not support the Assigned User, Duration, Start Date, Use Only Work Days, or Visibility fields.
      4. Visibility: Select the visibility of the task.
        • Public: Visible to everyone in your assigned company and the Primavera Cloud owning company.
        • Private: Only visible to you.
      5. Company: Select a company name.

        Note: When adding a task, the Company field will default to the company that is assigned to the user who added the task. When a task has a color associated with the value assigned to the color by attribute, the color is displayed in the grid column and in the Gantt chart.

    2. Add tasks directly to a specific group:
      • When the page is grouped by a field, right-click or select the menu for a task in a group, and then select Add Above or Add Below. A new task is added under to the selected group. If the page is not grouped, tasks added using this method are given default values.
    3. Add tasks with hand-offs:
      • Right-click a task, and then select Add Task Before, Add Task After, Add Task Milestone Before, or Add Task Milestone After. A new task with default values is added as a predecessor or successor to the existing task.
    4. Using copy and paste:
      • Right-click a selection of one or more tasks, and then select Copy Rows. Right-click a grouping band or activity within the group, and then select Paste Row. The tasks are added to the group.

        Note:

        • If you copy and paste a large number of tasks—more than 100 records up to the 500 task limit—your action becomes a background process and takes more time to complete. When all tasks have been copied and pasted successfully, you will receive an in-app notification and an inbox message.
        • Hand-offs will only be copied when the associated tasks that precede and succeed the hand-offs are selected and copied at the same time.
  4. All changes made to this page are saved automatically.

Last Published Tuesday, May 21, 2024