Creating Tasks

An entire schedule can be added by copying a schedule from another project or tasks and subtasks can be added to a project individually.

Required access roles:

  • Baseline: Leader
  • App-specific: Contracts Manager

Before you begin: A project must exist.
See Also
Creating a Project
  1. Open a project.
  2. In the navigation pane, click Schedule.
  3. Select the check box next to the project to add a task.
  4. From the page Actions menu, click Create Task .
  5. Enter the following details:
    Field Name Description
    Type Select the type.
    Number Enter a task number.
    Name Enter a task name or select Autoname to automatically name the task.
    Description Enter a detailed description of the task.
    Insert Select Above or Sub Level to insert the task.
    Duration Enter the duration of the task in days or hours.
    Policy Project Task is the policy for the task.
    Task Requirement Select Optional or Mandatory.
    Constraint Type Select the type of constraint for the task. The constraint type specifies when the task is expected to be completed within the project.
    Constraint Date Click to select the constraint date.
    Calendar Click to select the default calendar.
    Owner Click to search for and select the user currently responsible for the task.
    Assignee Click to search for and select the users to assign to the task.
    Needs Review Select Yes or No if the task needs review.
  6. Click OK.

The new task is listed below the project name on the Schedule tab.