Add a Task or Task Milestone on the Work Plan 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 added to the planning board have due dates. Tasks added to the hopper do not have due dates.

Depending on your needs, tasks can be added in a variety of ways. The Add button on the toolbar opens the Task Details dialog box, which you can use to complete the most common task fields. You can also quickly add a task with default values directly to the hopper or planning board, add a task as a predecessor or successor to an existing task, copy and paste an existing task to duplicate it, or add it directly from a swimlane.

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

To add a task or task milestone on the Work Plan page:

In the object selector, select a project.
In the sidebar, hover over  Tasks, and select Work Plan.
Add a task or task milestone using any of the following methods:
1. Using the toolbar:
  1. On the toolbar, select  Add. In the task details dialog box, select the General tab.
  2. Type: Select the  Task or  Task Milestone icon.
    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, Use Only Work Days, or Start Date fields.
  3. Task Name: Enter the name of the task.
  4. Company: Select the company responsible for performing work on the task.
    - The color picker displays the color that is selected for the company.
  5. Assigned User: Select the user responsible for performing the task. The user must belong to the assigned company.
  6. WBS: Select a WBS if the task needs to be associated with a WBS.
  7. Activity: Select an activity if the task is required to complete the activity.
  8. Duration: Enter the amount of time the task will take to complete.
    - Use Only Work Days: Select this option to allow only the project calendar's work days and ignore non-work days when determining the value for Start and Due Date.
  9. Due Date: Select a date by which the task must be completed.
    - The Start Date field is read-only and is calculated based on the Duration and Due Date of the task.
  10. Proposed Due Date: Propose an updated due date by which the task must be completed.
    - Select  Accept to accept the proposed due date. The Due Date field will be updated with the accepted date.
  11. Completed Date: The date that the task was completed. This date can be modified after the task is marked completed.
    - Select  Complete to mark the task complete.
  12. If task-based configured fields or codes exist in your workspace, you can select the Additional Fields tab to edit configured field and code values for the selected task. These values can also be displayed on other pages in the Tasks app.
  13. Select Save.
    Note: Select Create Another, and then select Save to create the task without closing the dialog box.
2. Add directly to the hopper:
  - In the hopper, under an activity band, select  Add. A new task is assigned to the activity with default values.
3. Add directly to the planning board:
  - In the planning board, right-click an activity band, and then select Add Task or Add Task Milestone. A new task with default values is added on the day that you right-clicked and the Task Details or Configurable Task Card is displayed.
  - In the planning board, right-click a swimlane, and then select Add Task or Add Task Milestone. A new task with default values is added on the day that you right-clicked and the Task Details or Configurable Task Card is displayed.
4. Add tasks with hand-offs:
  - Right-click a task in the hopper or planning board, 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 and the Task Details or Configurable Task Card is displayed.
5. Using copy and paste:
  - Right-click a selection of one or more tasks in the hopper or planning board, and then select Copy Tasks. Right-click an activity band, and then select Paste Tasks. If you paste tasks on the planning board, the tasks are added on the day column that you right-clicked.
All changes made to this page are saved automatically.

Tips

Group tasks in the hopper by WBS, task code, or company if they do not have assigned activities.
Select  Tasks and Activities to display activity bands in the hopper and planning board. Tasks can be added to the "No Activity" band if they do not have assigned activities.
Sort activity bands by selecting Activity Name, Activity ID, Start Date, or Finish Date for tasks with assigned activities.
Double-click a task to view the task details window or the task card. To view the configurable task card you must configure your task card settings. Follow the steps in Customize Task Cards to enable configurable task cards.

Last Published Tuesday, May 21, 2024