Tasks Step and Associated Tasks

Use a Tasks step to define a step with one or more tasks where the primary property of each separate task is defined by one of the following tasks types.

• Module
• Document
• Web
• Instructions
• Embedded workflow
• Query-based portfolio
• Update category
• Change home portfolio

The first four task types, Module, Document, Web and Instructions, are manual tasks performed by a Primavera Portfolio Management user. The last four task types, Embedded workflow, Query-based portfolio, Update category and Change home portfolio are system tasks implemented automatically by the Primavera Portfolio Management system.

In a Tasks step all tasks are instantiated at the same time, and all tasks must be completed before the Step is considered completed. For more information about defining properties for a Tasks step, refer to Inserting a Tasks Step and Defining Properties.

The following related topics provide an explanation of each of the task types listed above, all associated with the Tasks step.