Add, Open, or Close a Task Plan on the Work Plan Page

Add or open a task plan to display specific swimlane categories on the Work Plan page planning board. You can add as many task plans as you need for planning purposes, but be sure to name them something significant to the project or swimlanes that you associate to the task plan. You will see the name of the open task plan display above the planning board.

Note: You must have the Add Configure Task Plan privilege enabled in Project permissions to add task plans to a project.

Add a Task Plan

To add a task plan from the Work Plan page:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Tasks, and select Work Plan.
  3. Select the Actions menu, and then select Add Task Plan.
  4. Add task plan information in the Add Task Plan dialog box:
    1. Create a name for your task plan in the Task Plan Name field.
    2. Select a swimlane category from the following options in the Swimlane menu:
      • Assigned Users
      • Company
      • Work Breakdown Structure (WBS)
        • WBS: Select the starting point, or parent WBS level, for your swimlanes.
        • How Many Levels?: Select the total number of levels to display including the parent level and any children. You can display up to three levels including the parent, or starting level.

          Note: A minimum of one swimlane must be added to a task plan before you can create the task plan. You can add three swimlanes per task plan.

    3. (Optional) Select Add Swimlane to add another swimlane category to the task plan.
  5. Select Add to create the task plan and apply it to the planning board.

Open a Task Plan

To open a task plan 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. Select the Actions , and then select Open Task Plan.
  4. Select a task plan from the Select a Task Plan menu in the Open Task Plan dialog box.
  5. Select Open to open the task plan and apply it to the planning board. Any swimlane settings that you associated to the task plan will be visible on the planning board.

Close a Task Plan

If you're already working in a task plan and need to close it, select Close Task Plan from the Actions menu in the top toolbar.