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Add a Hand-off on the Work Plan Page

Work Plan Overview > Manage Tasks on the Work Plan Page

Add hand-offs between tasks to order the work in a logical sequence. A hand-off signifies the next task to be performed after its preceding task has been completed. Use the Hand-offs panel to view a network diagram of the tasks in a hand-off sequence. Hand-offs can be created between tasks with the same, different, or no activity assignments. You can add hand-offs between two tasks, between two task milestones, or between a task and a task milestone.

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

To add a hand-off on the Work Plan page:

1. In the object selector, select a project.
2. In the sidebar, hover over  Tasks, and select Work Plan.
3. Add a hand-off using any of the following methods:
   1. Using the Task Details dialog box:
      1. Right-click a task in the hopper or planning board, and then select View Task Details. 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 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.
   3. Using group selection:
      • Select a group of tasks, right-click the selection, and then select Add Hand-offs. Hand-offs are created between the tasks in the order that they were selected, except for tasks with due dates, which are arranged in the chain from earliest to latest.

        You can also right-click an activity band in the hopper or planning board, and then select Select All. Right-click the selection, and then select Add Hand-offs. Using this method, hand-offs are created between the tasks in the order that they appear.

4. After hand-offs are added to a task, select the  Hand-off Flow icon on a task card or in the info bar, or right-click the card and select View Hand-offs to open the Hand-offs panel.
5. All changes made to this page are saved automatically.

Tips

• In the hopper or planning board, right-click one or more task cards and select Remove Hand-offs. This option removes all hand-offs from the tasks in the selection.
• 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.

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Last Published Tuesday, May 21, 2024