Create a project task from a project
Create tasks from the project form to break down project objectives into manageable units of work.
Before you begin
Role required: it_project_manager
Procedure
Navigate to All > Project > Projects > All.
Select the project from the list.
In the Project Tasks related list, select New.
On the form, fill in the fields.
For more information on project task form, see Project task form.
Select Submit.
Result
The new task appears in the Project Task related list on the Project form. If time cards are in use, the application creates a time card for the resource.
What to do next
The value in the Percent complete field is related to the State field in the v3 application. If you change the percentage complete from 0 to any other value, the state of the task changes to Work in progress when you save or update the record. Likewise, if you change the state of the task to Closed complete, the Percent complete field is set to 100 and becomes read-only.
If you change the state of a project task from Work in progress to Closed Skipped or Closed Incomplete, the Percent complete field retains the current value and becomes read-only.
The Percent complete field appears in the Gantt chart for parent tasks as a light-colored bar (the part of the task that is complete). The bar overlaps the darker, underlying bar (the full task). For example, a Demo project is 5.41% complete as shown in a pop-up window. The Phase 1 task is about 50% complete (not shown in the pop-up window).
The Project Tasks list and the Project Tasks related list on the Project form include a Dependency field. Any dependencies for a task, such as a parent task, are displayed in this field. Click a dependency record. See Predecessor dependencies in the planning console for a description of what you see in this column.
- Create a task from an incident, problem, or change request
You can create a new project task from the Project Task related list on the Incident, Problem, and Change Request forms. The tasks you create from these forms makes the project task a child of the incident, problem, or change, rather than a project. - Create tasks from project task creator
Use the project task creator to create multiple tasks at once. - Insert a row into the project tasks list
You can create a new project task from the Project Task related list on the Project form. Administrators must enable this task-creation feature. - Copy an existing task or project
Save time when building a project by copying tasks from other projects. - Create a task from a project task template
You can save a project task as a template and reuse it when creating a task. - View default project and project task state categories
View category information for the default project and project task states. In the base system, the states in project and project task inherit the states in Task table. - Link change requests to a project task
Link change requests to tasks on the Project Task form. You can link change requests only to project tasks that have no child tasks. - Accept or reject project task notifications
Approve or reject the changes in a notification for an external soft dependency. - Use a project task checklist
You can create a checklist in a project task to track items that must be completed in the task.
Parent Topic:Starting a project
Related topics
Create a parent-child relationship on the Project Task form
Create a monetary benefit plan for a project
Create a non-monetary benefit plan for a project
Associate monetary and non-monetary benefit plans
Recalculating costs of all resource plans in a project
Create and manage waterfall projects
Activate project task email notifications
Change the planned start date of a project
Costing add-on in Project Management
Create a project status report