Assign a Task to an Activity or Modify an Activity on the Task List Page

Video

If there are tasks or task milestones in your project that are associated with an activity, you can assign them to that activity, or modify existing tasks for that activity. This enables you to keep track of the tasks required to complete an activity. Multiple tasks can be assigned to an activity. The activity type must be Activity Dependent or Resource Dependent. Private tasks assigned to an activity will remain private. You can group, sort, and filter tasks in the table or Gantt chart according to their assigned activity and other activity details. For example, you can modify columns to display the Activity Start date and create a filter for Activity Finish dates.

To assign a task to an activity:

In the object selector, select a project or program.
In the sidebar, hover over  Tasks, and select Task List.
In the table, select the task.
Do one of the following:
- In the Activity column, select the activity to which you want to assign the task.
- Right-click one or more tasks and 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.
- In the Hand-off Flow detail window, right-click a task and select Assign Activity.
All changes made to this page are saved automatically.

Tips

You can add a new task directly to an existing activity and modify additional details, such as assigning a project-level code, from the Tasks detail window on the Activities page. See Modify Activity Details in the Schedule Management User Guide.
You can check on the status of your tasks in the Task Summary panel by selecting the Task Summary icon from the Work Plan, Task List, or Hand-offs pages. View specific categories of tasks according to your needs. See Task Summary Overview.

Next: Assign a WBS to a Task or Modify a WBS on the Task List Page