You can break work down into phases, milestones, tasks, and to-do items. You can update task status in a list or drag-and-drop task cards on a board.
The Work Breakdown Structure (WBS) for a project includes phases, milestones, and tasks. A phase groups related tasks and milestones under it and displays the aggregated actuals and ETC for the tasks.
Follow these steps:
If the project start date is later than the phase start date, the application enforces an adjustment. The project start date is updated to match the phase start date.
If the project finish date is earlier than the phase finish date, the application enforces a similar adjustment. The project finish date is updated to match the phase finish date.
Milestones help you track and measure progress. For example, you can create a planning phase followed by a design phase. You can break the planning phase down to include planning tasks such as define resource plan, identify infrastructure requirements, and identify storage requirements.
You can also include a milestone task such as planning phase gate complete. The milestone is complete when all the tasks in the planning phase are completed.
Milestones display a diamond in the task hierarchy. The following image shows design phase tasks and a milestone for a sample project:
Project tasks identify the work that is required to complete a project. Tasks are often broken down by phase. For example, you have a project to develop credit card security improvements for a mobile app. The phases for this project include the planning, design, development, deployment, and testing phases. Inside the testing phase, tasks appear for integration testing, performance testing, and user acceptance testing. Those tasks could be elevated to phases and more refined tasks could be specified.
Tasks have a start date, an end date, and a period in between when the work is performed. Project managers typically assign team members to tasks and set milestones to measure their progress. As team members update their tasks, they can record their time on their timesheets.
Note: If the task start or finish date falls on a weekend, the date in the task and the matching phase is automatically updated to the closest matching weekday.
Follow these steps:
Under Team, click +Member to assign a project team member to the task.
The newly assigned team member is added under Team and also appears next to the task in the task hierarchy. If the new team member replaces a specific project role, you can remove the role from the task.
A two-level task hierarchy is supported with phases and tasks. You can also add to-do items under tasks for an additional layer of granularity.
The following characteristics apply to tasks:
You can assign only labor resources as team members to tasks.
You can use the following filters to search or filter tasks on the task board and list views.
Team members. Filter the tasks by selected resources (including inactive resources) who have at least one assigned task.
By default, the project tasks appear in a list view on the Tasks page. Click Board View on the top right of the page to view the task board. In the Board View, the tasks appear as cards organized by columns. Use the task board to group and visualize work as a team across the project life cycle.
Each task card displays the following details:
When you have an existing project that is yet to use the task board, you see an Incoming column that displays all tasks as new tasks. After you drag all of these tasks to the other columns, the Incoming column goes away. As you add new tasks, the Incoming column reappears listing the tasks.
You can edit a task or delete it (provided no actuals exist) from the task board. You can also mark a task as complete. Rename the columns in the board view using the ⋮ Actions menu for the column. The renamed columns apply to the specific project only, not all projects. The task view that you select persists across your projects and login sessions.
|Navigate: In the Main menu, click Projects. Open a project and click Tasks.|
|Board View: Switch from List View to Board View. As a reminder, you can also open the tasks in a Gantt view or optional integrated scheduler directly from this page.|
|Task Filter: To refresh the board with all task types or only a subset of tasks (for example, open tasks or milestones), specify a task filter.|
|New Tasks: Click NEW TASK in a column. Enter the task name, finish date, owner, and banner color.|
|Columns: You can insert a new column, rename a column, or delete a column (except the Incoming column or a column with at least one task in it).|
|Drag-and-Drop Tasks: Instantly update your status. In this example, a user has dragged their task from the Planned column to the In Progress column. The project manager and team are now aware of the latest status of all project tasks.|
|Edit Tasks: To apply quick edits to a task, click Edit. Hover your mouse or input device over a task to view its phase and other options. You can also mark the task complete or delete the task (unless it has actuals).|
You can also click specific parts of a task card to view the corresponding tab in the side panel (fly-out). The following image shows an example:
The panel remains open until you close it, navigate to a different page, or delete a task.
The following table provides more examples:
|On a Task Card...|
|...click this:||...to open this:|
|Task Owner avatar||Details|
|To-Do item indicator||To Do|
|Anywhere else on the card||Conversations|
As project manager or a team member, you can provide a task estimate by creating the task, updating the task status, and assigning team members to the task. Based on the Assignment Pool value, project managers can control if they can add users from the resource pool which automatically adds the users to the project team. Team members can only assign team members that are already on the project team to a task.
Follow these steps:
Tip: You cannot remove a team member from a task if they have posted actuals.
Create To-Do items for a phase, a milestone, or a task to capture additional notes, risks, or issues. You can also use a to-do list to further qualify the phase, milestone, or task. For example, the Plan Database Upgrade task can include the following to-do items:
Follow these steps:
The following constraints apply when working with to-do items: