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 Adding a Project Task

To add a project task, select the Create button from the toolbar. To modify an existing task, double-click the corresponding line. Alternatively, right-click the desired line and choose Edit, or use the toolbar by selecting More actions > Edit.

 Adding a Project Task

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  1. Main Parameters

This tab displays key details about the task, including the associated project and its planned start and end dates. As the project progresses through its lifecycle, the task's actual start and finish dates can also be recorded.

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The Description and Project fields are mandatory.

  • In the Description field, type a clear and concise description of the project task. This description will identify the project task in the project task lists.
  • In the Project field, select the project to which this task is related.
  • In the WBS Code field, enter the code assigned to the task.
  • In the In Task field, specify the task that includes this task.
  • Use the Milestone checkbox to mark this task as a milestone within the project.

  • Specify the planned start date in the Planned Start Date field and the expected completion date in the Finish field.

  • The Start Date (Plan) and End Date (Plan) fields allow you to define the planned duration of the task.

  • Once the task has started or been completed, the Start Date and End Date fields can be used to capture the actual dates.

  • Use the Details text box to add any relevant information about the task

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      2. Employee Tab

The information on this tab is optional.

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Figure 18: The "Project Task (create)" form. The Employees tab

Click Add to add Image Added

Click Add to insert a new row. In the the Employee column column, select an employee who will work for this the employee assigned to the project task.

Click Save to save the entered data.

1.4.1.2: Predecessor’s tab

The information on this tab is optional.

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Figure 19: The "Project Task (create)" form. The Dependency Type tab

Click Add for new row.

Select Predecessor Project Task and its Dependency type.

After filling out the tab, click the Save button to save the project task. Click Save and close to save the project task with all the changes and close Click Save to confirm the entry.

      3. Predecessors Tab

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Click Add to create a new entry.

Then, select a Predecessor Project Task—this is a task that must be completed (or started) before the current task can begin or proceed. Also, choose its Dependency Type, which defines the relationship between the tasks (e.g., finish-to-start, start-to-start, etc.).

Once the necessary information is entered on the tab:

  • Click Save to store the project task and continue editing or adding more details.

  • Click Save and Close to save all changes and exit the form.