In this article, we will help you understand how to add a task plan.

Skip Ahead to: Overview Navigation Steps to Add Task Plans Generating Tasks by Activity Matrix in Task Plan Common Operations to Manage Task Plans Video Reference

Overview

Task Plan is used to manage simple tasks in a simplified version without a ToDo or other section compared to any other form.

Note: The menu name will be Tasks or Task Plans depending on the “number of task plans allowed” project preference selection. Learn more here.

Navigation

In the left navigation panel, expand the Recent Projects menu and select any project. Hover over the Project breadcrumb at the top, expand the Execute module, and select Task Plan/Task.

Steps to Add Task Plans

Note: The ADD button will be disabled if a single task plan is selected in the project preferences. Learn more here.

To add a Task Plan:

1. Click on the ADD button.
2. Enter a Name.
3. Enter the start date in the Task Plan Start Date field.
4. Select the Scheduling Type as Default Scheduling, Simple Scheduling, Advanced Scheduling, or Microsoft Project Client. By default, the Simple Scheduling option will be selected. Note: You will see the Advanced Scheduling option only if the Advanced Scheduling license is enabled.
5.  Select the Task Actuals Tracking Mode as Manual or Based on timesheet data. You can select the Manual option from the Task Actuals Tracking Mode drop-down only if the Advanced Scheduling option is selected in the Scheduling Type field. If the Simple Scheduling/MSP option is selected in the Task Module field, then the Task Actuals Tracking Mode automatically shows the Based on Timesheet data option. If the Default Scheduling option is selected, then the Task Actuals Tracking Mode automatically shows the Manually updated option.
6. Click the Save button.

Once the Task Plan gets created, then the following tabs are visible:

• Details: The Details section displays, gathers, and tracks all information related to the Task.
• Comments & Attachments: The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click here.
• Activity Log: The Activity log displays the list of operations in reverse chronological order for activities performed such as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences between the two versions of a workitem. For more information, click here.

• Tasks: The Tasks tab shows the list of tasks available in the Task Plan. You can add, modify or delete these tasks, assign resources and log time against them, and can do much more.

Generating Tasks by Activity Matrix in Task Plan

When creating a Task Plan, you can choose to automatically create tasks based on the practices listed in the Activity Matrix. Your organization may have defined practices and activities/tasks created, or you can define an Activity Matrix for your project if it is not based on a Process Template.  For projects based on process templates, the Activity Matrix may already be defined, or you can create your activities in the Activity Matrix.

To generate tasks based on the Activity Matrix, you can instantiate one or more practices. This will automatically generate tasks in the Tasks List view based on the Activity Matrix. Once the tasks are generated, you can schedule them by adding Planned Start and End Dates and allocating Resources.

To generate tasks by instantiating practices at the time of Task Plan creation, follow these steps:

1. Perform Steps 1-5 as outlined above.
2. Click on the Practices tab and select one or more practices as required.
3. Click on the Save button.
4. Now, you can see that tasks are automatically created based on activities in the Activity Matrix in the Tasks section of the Task Plan.

To learn more about Activity Matrix, click here.

You can view the list of Task Plans that are based on Practices in the Task Plan Listing View.

Common Operations to Manage Task Plans

• Edit
• Multiline Add Item
• Delete
• Export
• Import
• Print
• Multi Sort
• Workitem Listing
• Multi Sort
• Copy
• Column Settings

Note – The number of available options depends on the scheduling type you have selected. For example, the default scheduling type might have minimum capabilities while the advanced scheduling type will have maximum scheduling capabilities.

Video Reference