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Add a Hand-off on the Hand-offs Page

Hand-offs Overview

The Hand-offs page enables you to create hand-offs between tasks using a variety of methods, including using a tabular format in the Task Details dialog box, drawing lines between tasks, or by using group selection. You can add hand-offs between two tasks, between two task milestones, or between a task and a task milestone.

On the page, tasks can be ungrouped or they can be grouped by activity or company. This makes it easier to see hand-off chains according to their associated activities or by their assigned companies. Hand-offs can be created between tasks with the same, different, or no activity assignments.

To learn more about hand-offs, see Understanding Tasks App Concepts.

To add a hand-off on the Hand-offs page:

1. In the object selector, select a project.
2. In the sidebar, hover over  Tasks, and select Hand-offs.
3. Add a hand-off using any of the following methods:
   1. Using the Task Details dialog box:
      1. Double-click a task or task milestone. In the Task Details dialog box, select the Hand-offs tab.
      2. In the Predecessors or Successors section, select  Add, and then select one or more tasks to add as predecessors or successors to the current task.

         Note: The Select Task dialog box enables you to filter the list of available tasks by tasks with the same activity assignment as the current task or by tasks with any activity assignment. This includes any task without an activity assignment.

      3. Select Select.
      4. In the Type field, select the hand-off relationship between the two tasks.
      5. (Optional) In the Lag field, enter the lag for the hand-off relationship. Select Lag - Use Only Work Days if you want the lag duration to only include work days.
      6. Select Save.
   2. Using hand-off lines:
      1. Hover over a card. On either edge of the card, select the circle, which represents the start of a hand-off.
      2. Select a circle on a different task card to complete the hand-off line.
   3. Using the right-click menu:
      • Right-click a task, and then select Add Task Before, Add Task After, Add Task Milestone Before, or Add Task Milestone After. A hand-off path is created between the original task and the new task, even if the original task has existing hand-offs.
   4. Using group selection:
      1. Select the  Select tool in the diagram toolbar, and then click and drag to highlight multiple tasks. You can also Ctrl + click to select multiple tasks. To use Ctrl + click, the  Select tool must not be selected.

         The  Select tool is used to create hand-offs in the order that the selected tasks appear. Ctrl + click is used to create hand-offs in the order that tasks are selected, except for tasks with due dates, which are arranged in the chain from earliest to latest.

      2. Right-click any card in the selection and select Add Hand-offs.
4. All changes made to this page are saved automatically.

Tips

• To remove hand-offs, do either of the following:
  • Right-click one or more task cards and select Remove Hand-offs. This option removes all hand-offs from the tasks in the selection.
  • Right-click one or more hand-off lines and select Remove Hand-offs. This option only removes the lines you select.
• Select a hand-off line to view predecessor, successor, type, lag, and slack information.
• A Finish to Start hand-off is created by default when a successor task's due date is after the predecessor's due date. A Finish to Finish hand-off is created by default when both tasks have the same due date. The hand-off type for tasks with different due dates can be Finish to Start, Finish to Finish, or Start to Start. The hand-off type for tasks with the same due date can only be Finish to Finish.
• 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.
• If you are navigating using a keyboard, you must complete this task on the Work Plan or Task List page.

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Last Published Tuesday, May 21, 2024