Add a Task or Task Milestone on the Hand-offs Page

Add tasks to detail the work to be performed on your project. Add task milestones to mark the distinct phases of your project.

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 page without opening the dialog box or add a task as a predecessor or successor to an existing task.

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

To add a task or task milestone on the Hand-offs page:

In the object selector, select a project.
In the sidebar, hover over  Tasks, and select Hand-offs.
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 page:
  - Right-click an empty area of the page, and then select Add Task or Add Task Milestone. A new task with default values is added to the page and the Task Details or Configurable Task Card is displayed. If the page is organized by activity or company, the task is automatically assigned to the activity or company section where you clicked.
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 and the Task Details or Configurable Task Card is displayed.
All changes made to this page are saved automatically.

Tips

Right-click a selection of one or more tasks, and then select Assign Activity to assign the same activity to all of the selected tasks. In the Assign Activity dialog box, leave the Activity field blank to remove any existing activity assignment from the selected tasks.
When empty group bands are enabled, you can add a new task or task milestone directly to the empty band. To add the new task or task milestone, right-click the empty area of the page in the band and select Add Task or Add Task Milestone.
Double-click a task to modify its general details, configured field and code values, commitments, hand-offs, and discussions.
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.
To delete a task, open the Task Details dialog box, select Delete, and then select Yes. You can also select one or more task cards and press Delete to delete them or right-click the selection and select Delete Tasks.

Last Published Tuesday, May 21, 2024