Commit to a Task on the Work Plan Page
Commit to tasks to agree to perform their work by a specified date. In the Task Details dialog box, you can track the commitment history of a task, including committed dates, due dates, and reasons missed. You cannot commit to task milestones or completed tasks. If a proposed due date exists for a task, it will be displayed on the Commitments tab. This enables you to review the proposed due date before selecting the same or a different due date for the commitment. When any task is committed, the proposed due date is removed from the task, and the current due date is updated to match the committed due date.
To learn more about task commitments, see Understanding Tasks App Concepts.
To commit to a task on the Work Plan page:
- In the object selector, select a project.
- In the sidebar, hover over Tasks, and select Work Plan.
- Commit to a task using any of the following methods:
- Select the Commitments icon on a planning board task card with no prior commitments to commit to the task without opening the Task Details dialog box. You can also select the icon in the info bar.
- Right-click a task in the hopper or planning board, and then select View Task Details. In the Task Details dialog box, select the Commitments tab. Select a Due Date for the task, and then select Commit. Select Save.
- Commit to one or more tasks by right-clicking a selection and selecting Commit Tasks. Only tasks in the selection without an existing commitment will be committed. For pending tasks, the committed due date is set to the task's current due date. For new tasks, the committed due date is set to today's date.
- All changes made to this page are saved automatically.
Tips
- To delete the most recent commitment, select the Delete icon on the Commitments tab, and then select Yes. The task displays the due date of the next commitment in the list.
- If a task is part of a hand-off chain, changing its due date directly, accepting a proposed due date, or setting a new committed due date will cause the task and other tasks in the chain to be moved. The current hand-off mode determines the movement of a hand-off chain when any of the tasks in the chain are modified:
- Keep Hand-offs: Maintain hand-off logic, but allow for the addition or consumption of slack between tasks.
- Break Hand-offs: Only maintain hand-off logic until the slack between two tasks reaches zero.
Last Published Tuesday, May 21, 2024