Creating a Project: Adding Tasks

Now that the backbone of the project’s structure has been built via phases, tasks can be added in to flesh out the work that needs doing.

  1. There are a couple of ways to add new tasks from the project page:
    1. Select the phase under which the new SmartTask will appear by clicking on it. Then hover over the Master Add icon at the bottom of the screen and select Add Task.

      -OR- 
      Hover over the phase under which the new task will go, then right click. A dropdown menu opens giving you the option to Add Task.

      -OR-

      Hover over a task within the phase in which the new task will go, then right click. A dropdown menu opens giving you the option to Add Task.

  2. The Edit Power Grid view opens and allows you to complete the details of the SmartTask, including adding a Name, Description, Duration, and assigning a Task Owner. Then click Save.
  3. You can also click the Expand icon Snag_60e43189.png to open the SmartTask and complete the details, click Apply, and then Save



     
  4. To learn more about this and other functionality around SmartTasks, visit the Managing a Task section of the User Guide.
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