Creating Tasks

You can quickly create individual tasks and complete task hierarchies using the Create Task page.

You can create individual tasks as well as complete task hierarchies and insert these tasks into a specified location in the workplan hierarchy. You can define basic information for each task, including the task's outline level, number, task type, scheduled finish and start dates, planned effort, and task manager.

For projects that have cost breakdown planning enabled, you must associate cost codes to each task. You use the task and cost code combinations to create task resource assignments and to match actual cost transaction expenditures to plan lines.

Note: For shared structure projects, the task descriptive flexfields are displayed in Workplan: Tasks, Update Tasks.

For more information about task type selection, see Selecting Task Types.

For more information about the task outline level, see Controlling the Task Outline Level for New Tasks.

For more information about the task schedule, see Managing the Task Schedule.

For more information about defining planned effort, see Managing Workplan Effort and Cost.

For more information about task associations, see Creating Task-to-Project and Task-to-Task Associations.