Project Planning and Standalone Tasks

You can create Project Planning and standalone tasks.

Project Planning and standalone tasks are more detailed than simple tasks. Any Project Planning task you create is available to the Project Planning app. A standalone task is not associated with a collaborative space and can later be assigned to a Project Planning project. It has the same fields as tasks created in the Project Planning app except that the Dependencies and Parent Project fields are empty.

Only leaf tasks of a project are displayed when no context is selected. You cannot enter an enterprise project as the context in Collaborative Tasks.

This task shows you how to:

Add a Project Planning Project or Standalone Task

A project task is associated to a Project Planning project. A stand-alone task can later be associated with a Project Planning project.

Before you begin:
  • For a project task, make sure that the Context field is set to the Project Planning project. See Context for the Board. The task inherits the project context when created.
  • For a standalone task, make sure that your credentials are set to "Private. First Name Last Name." See Preferences.
  1. Click or click inside the Create a task... panel.
  2. Type the task name in the panel.

    You can create multiple tasks by pressing Enter after each name. The task card is immediately created.

    Note: You cannot use the character "|" in a task name.

  3. Click Add and Open to create the task along with its properties.
  4. When adding a task, you can work with tabs in the right-side slide-in:
    TabDescription
    Properties See Properties.
    People See People.
    Comments See Comments.

Change a Project Planning Project or Standalone Task

  1. Click or tap on the task card to open its details.

    To view or change the task details, click the tabs or icons:

    TabDescription
    Properties See Properties.
    People See People.
    Comments See Comments.
    Complete Sets the maturity state to Completed.
    Delete Deletes the task.
  2. Other considerations when changing tasks are:

    You can enter partial text in a field entry and then click to see the search results based on the partial string. You can further filter search results using tags . See 3DEXPERIENCE Platform: About 3DSearch Queries and Filtering with 6WTags.

    You can edit the actual start date on a task in the "In Work" state and the actual start and end dates on a task in the "Completed" state.

    When a task is moved to the "Completed" state, you can edit the standalone tasks and Project Planning tasks. "Delete" is enabled. You can reopen a completed task by clicking the "Re Open" option or by dropping it to another column.

    For a 3DLean task, the Lean Board field displays. You can also edit the Parent Project field.

    For a WeDo task, click its Community field to connect to its 3DSwym community.

    Note: These additional actions are available by clicking the options area on the right-side of a task card:
    • Edit the task.
    • Assign to Self (displays if you are not already assigned to this task and the task in not in the Completed state).
    • Complete the task. This sets the maturity state to Completed.
    • Re Open a completed task and move it to In Work.
    • Delete the task.
    • Open project item in the Project Management app.

Properties

You can work with task properties.

  1. If not already selected, click Properties.
  2. Work with these fields:

    Field Name Description
    Title The title of the task.
    Description A description of the task.
    Parent Project The parent project for the task.

    Click to select Properties or Open With (for the apps available to your license).
    Priority Select the task's priority: Low, Medium, High, or Urgent.
    Maturity State

    The state of the task:

    Draft keeps a task private and visible only to its owner.

    To Do makes the task visible to the assignees.

    In Work means that the task is available to be worked on.

    In Approval means that the task work has been completed and it is under review.

    Completed indicates that the task is finished.

    Percent Complete The percent of the task that is complete. Move the slider in increments of 10 percent. Moving the slider from 0 to any higher value promotes the task to the Active state. This field is available in the task's properties after the task is initially created.
    • When you change the percent complete to 100% for a Project Planning or standalone task (tasks marked ), the task state is changed to Completed.
    • When you change a Completed task state to "In Work" the percent complete is changed to 90%.
    • When you change a task state to "To Do" (in the properties panel or by dropping) the percent complete is changed to 0%.
    • When you change a Draft task state to "In Work," the percent complete is changed to 10%.
    Planned Start / Planned End The planned start and end dates.
    Estimated Duration The estimated duration value for the task, along with units of Days or Hours. The default duration is 1 day.
    Attachments Any task-related file. Click to select from your file system. To search, you must type some search criteria and click to search from the database and use drag. You can also drop a document from 3DDrive. See Drag and Drop.
    • To add multiple file attachments, enter each object name separated by a comma. Then press Enter or click . The search result is shown from which you can select multiple objects and click OK.
    • To download an attachment to your desktop, click next to the attachment's name.
    • Click to select Preview, Download, Remove, or Open With (for the apps available to your license).

    If you click the attachment name, you can open it in the compass with any supported 3DDashboard app. For example, you could open a 3DXML file using 3DPlay.

    To add another file, click inside the field or click . Type-ahead is available.

    For a document created with the Document Management service, these commands are available:

    • Click to select Preview, Update, Edit/Undo Edit, Download, Remove, or Open With (for the apps available to your license).

    The above commands are disabled if you do not have "lock" rights to the document. Clicking the Download command downloads the file to your desktop and locks the file. If the Microsoft Office integration is installed, and the file is a Microsoft Office file, a Microsoft Office application opens the file. Clicking the Update command lets you choose the file to upload. After a successful update, the file is "unlocked" and a new version of the file is created.
    Deliverables A deliverable is what is produced by the task. Click to select from your file system. Or click to search from the database and drag. You can also drop a document from 3DDrive. See Drag and Drop.
    • To add multiple deliverables, enter each object name separated by a comma. Then press Enter or click . The search result is shown from which you can select multiple objects and click OK.
    • To download a deliverable to your desktop, click next to the deliverable's name.
    • Click to select Preview, Download, Remove, or Open With (for the apps available to your license).

    If you click the deliverable name, you can open it in the compass with any supported 3DDashboard app. For example, you could open a 3DXML file using 3DPlay

    To add another deliverable, click inside the field or click . Type-ahead is available.

    For a document created with the Document Management service, these commands are available:

    • Click to select Preview, Update, Edit/Undo Edit, Download, Remove, or Open With (for the apps available to your license).

    The above commands are disabled if you do not have "lock" rights to the document. Clicking the Download command downloads the file to your desktop and locks the file. If the Microsoft Office integration is installed, and the file is a Microsoft Office file, a Microsoft Office application opens the file. Clicking the Update command lets you choose the file to upload. After a successful update, the file is "unlocked" and a new version of the file is created.
    Modified The date on which the task was last modified.
    Repository for File Upload The collaborative space and, generally, the container in which the files are uploaded when you drag desktop files on to the attachment or deliverables fields. This can also be a 3DDrive location.
    Dependencies

    Click Dependencies to see additional fields for Depends On and Impacts.

    After you click Save, the task details panel collapses to show the task card.

  3. Add 6WTags to a task by selecting the task on the board and clicking . Select the tags and tag coloring you want.
    The tags for the task display in 6WTags. If you assign coloring for a task under its Type attribute, the coloring displays on the left side of the task card. This allows you to distinguish cards based on color.

People

You can work with assignees and view the task originator and owner.

  1. Click People.
  2. Work with these fields:

    Field Name Description
    Assignees One or more people assigned to the task. Click to search. Filter the search results using tags . You can also search for people from the global toolbar and drag from the results. See Drag and Drop.

    assigns the task to yourself.

    To add another assignee, click inside the field or click . Type-ahead is available.

    Once a task is in the "To Do" state, assignees receive notification.

    Note: On the cloud, you can only enable email notifications from 3DNotification settings. To enable email notifications, click the "Project Planning" app in 3DNotification settings and enable the Email option.
    Owner The owner of the task. A Leader can also edit this field.