Add a Task

You can quickly add a task from the Work Plan or Task List screens to capture work that was not originally planned.

To add a task:

1. Navigate to the Project Home screen.
2. Tap the Work Plan tile or the Task List tile.
   • (Tablet only) In the Calendar view, if you want to add the new task under a particular activity band, tap that activity band
   • (Work Plan and tablet only) In the Calendar view, if you want to add the new task under a particular swimlane, tap that swimlane.
3. Tap Add.

   (Tablet only) In the Calendar view, if you tap Add in the activity view, then the new task will automatically be assigned to the open activity.

4. In the New Task dialog box, provide information about the task.
   • Task name: The name of the task.
   • Type: Specifies whether the task is a regular task, which has a duration, or a task milestone, which includes no duration. Milestones represent moments, like the start or end of an activity.
   • Company: The company responsible for completing the task.
   • Assigned User: The user responsible for completing the task.
   • Activity: The activity associated with the task. The activity you choose here determines the activity band under which the task appears. If you leave this field blank, the new task will appear under the "No Activity" band.
   • Due Date: The date by which the task is to be completed.
   • Duration: The amount of time the task is expected to require.
   • Use Only Work Days: Specifies whether work on the task will be scheduled for all days or only work days, as designated by the project calendar. If set to Off, then work on the task can be scheduled for weekends, holidays, and other non-work days as designated by the project calendar.
   • Completed Date: The date the task was completed.
   • Additional Fields: More fields that you can view or update. Someone in your organization, probably an administrator or project manager, added them and made them available for use with this project. What they cover and how you use them depends on why they were created.
5. Tap Save to save the task or Save and Add Another to add a new task.