{"id":6207,"date":"2022-03-08T09:48:49","date_gmt":"2022-03-08T09:48:49","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=6207"},"modified":"2026-04-23T13:21:00","modified_gmt":"2026-04-23T07:51:00","slug":"how-to-select-the-task-type","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-select-the-task-type\/","title":{"rendered":"How to Select the Task Type"},"content":{"rendered":"<p>This article describes how to select the Task type and its impact in the context of advance scheduling.<\/p>\n<p><iframe loading=\"lazy\" title=\"Understanding Task Types in Advance Scheduling\" src=\"https:\/\/player.vimeo.com\/video\/1059982841?dnt=1&amp;app_id=122963\" width=\"500\" height=\"269\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<table style=\"line-height: 10px; height: 14px; width: 99.2704%; border-collapse: collapse; background-color: #f7f7f7;\">\n<tbody>\n<tr style=\"height: 108px;\">\n<td style=\"width: 100%; height: 14px;\">\n<p style=\"text-align: left;\"><strong>Skip Ahead to:<\/strong><\/p>\n<p style=\"text-align: left;\"><a href=\"#Overview\">Overview<\/a><\/p>\n<p style=\"line-height: 10px; text-align: left;\"><a href=\"#TaskType\">How to Select the Task Type <\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#TaskTypeImpact\">Impact of Task Types on Schedule<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#Examples\">Examples of Changing the Task Types<\/a><\/p>\n<p class=\"p1\" style=\"text-align: left;\"><a href=\"#Hybrid\">Working in a Hybrid Work Management Model using Hybrid Tasks<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#workingwithlinkedplantasks\">Working with Linked Plan Tasks<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><a id=\"Overview\"><\/a>Overview<\/h2>\n<p>Tasks in NimbleWork can be created with different task types based on how you want to plan, track, and manage work. Each task type is designed for a specific use case \u2014 such as standard project tracking, linking work across plans, or connecting with agile workitems. Selecting the right task type ensures that progress, effort, and status are tracked correctly. Some task types allow manual updates, while others automatically derive their progress and actuals from linked workitems or task plans.<a id=\"TaskType\"><\/a><\/p>\n<p><strong>Note:<\/strong> The Task Type option is only available in Advanced Scheduling.<\/p>\n<h2>How to Select the Task Type<\/h2>\n<p>You can select the task type while creating a task or update it later if needed.<\/p>\n<ol>\n<li>Navigate to your Task Plan<\/li>\n<li>Create a new task or locate the task you want to update.<\/li>\n<li>Locate the <strong>Task Type<\/strong> field,\u00a0select the required task type from the drop-down list.\n<ul>\n<li data-section-id=\"2et611\" data-start=\"359\" data-end=\"463\"><strong data-start=\"361\" data-end=\"376\">Fixed Units<\/strong> \u2013 Keeps resource allocation fixed while effort or duration changes based on updates.<\/li>\n<li data-section-id=\"gcjymh\" data-start=\"464\" data-end=\"562\"><strong data-start=\"466\" data-end=\"484\">Fixed Duration<\/strong> \u2013 Keeps the task duration fixed; effort adjusts when resources are changed.<\/li>\n<li data-section-id=\"qiae2y\" data-start=\"563\" data-end=\"666\"><strong data-start=\"565\" data-end=\"579\">Fixed Work<\/strong> \u2013 Keeps the total effort fixed; duration or resource allocation adjusts accordingly.<\/li>\n<li data-section-id=\"oxiaht\" data-start=\"667\" data-end=\"770\"><strong data-start=\"669\" data-end=\"684\">Fixed Dates<\/strong> \u2013 Keeps the start and end dates fixed regardless of changes to effort or resources.<\/li>\n<li data-section-id=\"10043je\" data-start=\"771\" data-end=\"880\"><strong data-start=\"773\" data-end=\"783\">Hybrid<\/strong> \u2013 Derives progress, effort, and status from linked agile workitems instead of manual updates. <a href=\"#Hybrid\">Learn more<\/a>.<\/li>\n<li data-section-id=\"1r3u5za\" data-start=\"881\" data-end=\"996\"><strong data-start=\"883\" data-end=\"898\">Linked Plan<\/strong> \u2013 Links a task to another task plan and rolls up progress from that plan into the current task. <a href=\"#workingwithlinkedplantasks\">Learn more<\/a>.\n<p data-pm-slice=\"0 0 []\"><strong>Note:<\/strong> The task type for a summary task is always set to Summary and cannot be changed.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>Select the required task type from the list<\/li>\n<li>Save the task.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-23805 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/choosing-a-task-type-1-1.png\" alt=\"\" width=\"1820\" height=\"634\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/choosing-a-task-type-1-1.png 1820w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/choosing-a-task-type-1-1-300x105.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/choosing-a-task-type-1-1-1024x357.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/choosing-a-task-type-1-1-768x268.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/choosing-a-task-type-1-1-1536x535.png 1536w\" sizes=\"(max-width: 1820px) 100vw, 1820px\" \/><\/p>\n<h2><a id=\"TaskTypeImpact\"><\/a>Impact of Task Types on Schedule<\/h2>\n<p>When a project is scheduled, Advanced Scheduling looks at the task types to determine how the unit, work, duration, or date will behave. When you edit any of the elements (work, duration, unit), the scheduling of the task is recalculated. The below-given formula is used to relate the values of assignment units, duration, and work.<\/p>\n<p class=\"whs2\" style=\"text-align: center;\" align=\"center\"><strong>Duration = Work\/Units<\/strong><\/p>\n<p>Here,<\/p>\n<ul>\n<li><b>Work<\/b> &#8211; It is the total amount of work needed to complete a task. It is calculated in-person hour. For example, if a person takes 10 hours to write a document, then the work of writing the document would be 10 person-hours.<\/li>\n<li><b>Unit<\/b> \u00a0&#8211; It is the number of resources and the percentage of the resource time allotted to the task. In the above example, 1 person is allotting 100% of the time to write a document. Some other resources might be added to the same task and he might be assigned 50 percent of the work.<\/li>\n<li><b>Duration<\/b> &#8211; Duration is the time taken to complete a task. In the above example, 10 hours are taken to complete writing the document.<\/li>\n<\/ul>\n<p>If you set the type of a task, then one of the three values of the task becomes fixed or unchangeable. When you fix one of the values, then that value is put on priority and the project doesn\u2019t change that value while the other two values are changed. This applies to both manually and automatically scheduled tasks.<\/p>\n<p>Here is how the task type changes the schedule of your task plan &#8211;<\/p>\n<table class=\"whs3\" style=\"width: 92.798%; height: 530px;\" cellspacing=\"0\">\n<colgroup>\n<col class=\"whs4\" \/>\n<col class=\"whs4\" \/>\n<col class=\"whs4\" \/>\n<col class=\"whs4\" \/><\/colgroup>\n<tbody>\n<tr class=\"whs5\" style=\"height: 75px;\" valign=\"top\">\n<td class=\"whs6\" style=\"width: 153.25px; text-align: left; vertical-align: top; height: 75px;\">\n<p class=\"whs7\"><strong>Task Type<\/strong><\/p>\n<\/td>\n<td class=\"whs8\" style=\"width: 209.25px; text-align: left; vertical-align: top; height: 75px;\">\n<p class=\"whs7\"><strong>If you revise units<\/strong><\/p>\n<\/td>\n<td class=\"whs8\" style=\"width: 262.913px; text-align: left; vertical-align: top; height: 75px;\">\n<p class=\"whs7\"><strong>If you revise the duration<\/strong><\/p>\n<\/td>\n<td class=\"whs8\" style=\"width: 282.85px; text-align: left; vertical-align: top; height: 75px;\">\n<p class=\"whs7\"><strong>If you revise work<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs5\" style=\"height: 40px;\" valign=\"top\">\n<td class=\"whs9\" style=\"width: 153.25px; text-align: left; vertical-align: top; height: 40px;\">Fixed units task<\/td>\n<td class=\"whs10\" style=\"width: 209.25px; text-align: left; vertical-align: top; height: 40px;\">Duration is recalculated.<\/td>\n<td class=\"whs10\" style=\"width: 262.913px; text-align: left; vertical-align: top; height: 40px;\">Work is recalculated.<\/td>\n<td class=\"whs10\" style=\"width: 282.85px; text-align: left; vertical-align: top; height: 40px;\">Duration is recalculated.<\/td>\n<\/tr>\n<tr class=\"whs5\" style=\"height: 40px;\" valign=\"top\">\n<td class=\"whs9\" style=\"width: 153.25px; text-align: left; vertical-align: top; height: 40px;\">Fixed work task<\/td>\n<td class=\"whs10\" style=\"width: 209.25px; text-align: left; vertical-align: top; height: 40px;\">Duration is recalculated.<\/td>\n<td class=\"whs10\" style=\"width: 262.913px; text-align: left; vertical-align: top; height: 40px;\">Units are recalculated.<\/td>\n<td class=\"whs10\" style=\"width: 282.85px; text-align: left; vertical-align: top; height: 40px;\">Duration is recalculated.<\/td>\n<\/tr>\n<tr class=\"whs5\" style=\"height: 60px;\" valign=\"top\">\n<td class=\"whs9\" style=\"width: 153.25px; text-align: left; vertical-align: top; height: 60px;\">Fixed duration task<\/td>\n<td class=\"whs10\" style=\"width: 209.25px; text-align: left; vertical-align: top; height: 60px;\">Work is recalculated.<\/td>\n<td class=\"whs10\" style=\"width: 262.913px; text-align: left; vertical-align: top; height: 60px;\">Work is recalculated.<\/td>\n<td class=\"whs10\" style=\"width: 282.85px; text-align: left; vertical-align: top; height: 60px;\">Units are recalculated.<\/td>\n<\/tr>\n<tr class=\"whs5\" style=\"height: 180px;\" valign=\"top\">\n<td class=\"whs9\" style=\"width: 153.25px; text-align: left; vertical-align: top; height: 180px;\">Fixed date task<\/td>\n<td class=\"whs10\" style=\"width: 209.25px; text-align: left; vertical-align: top; height: 180px;\">Work is recalculated.<\/p>\n<p>&nbsp;<\/td>\n<td class=\"whs10\" style=\"width: 262.913px; text-align: left; vertical-align: top; height: 180px;\">Duration is not editable directly. If you modify the Planned start and Planned finish date, then the duration is changed and work is recalculated.<\/td>\n<td class=\"whs10\" style=\"width: 282.85px; text-align: left; vertical-align: top; height: 180px;\">Units are recalculated.<\/td>\n<\/tr>\n<tr style=\"height: 135px;\">\n<td style=\"width: 153.25px; text-align: left; vertical-align: top; height: 135px;\">Hybrid task<\/td>\n<td style=\"text-align: left; vertical-align: top; height: 135px;\" colspan=\"3\">\n<p class=\"p1\">Changing the Planned Duration doesn&#8217;t impact its Actuals. Also, you cannot modify the Actual Start, Actual Finish, Actual Efforts, and Percent Work Complete as these are derived from the linked agile workitems.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 153.25px; text-align: left; vertical-align: top;\">Linked plan<\/td>\n<td style=\"width: 762.213px; text-align: left; vertical-align: top;\" colspan=\"3\">\n<p class=\"p1\">Changing the Planned Duration doesn&#8217;t impact the its Actuals. Also, you cannot modify the Actual Start, Actual Finish, Actual Efforts, and Percent Work complete as these are derived from the another Task Plan.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Now, let us understand each task type in detail. By fixing one of the values in the task, you will get more control over your schedule. The below table shows how the schedule of the task plan is impacted by the task type &#8211;<\/p>\n<table class=\"whs3\" style=\"width: 93.1748%;\" cellspacing=\"0\">\n<colgroup>\n<col class=\"whs11\" \/>\n<col class=\"whs12\" \/><\/colgroup>\n<tbody>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs13\" style=\"width: 17.4031%;\">\n<p class=\"whs7\"><strong>Task Type<\/strong><\/p>\n<\/td>\n<td class=\"whs14\" style=\"width: 84.936%;\">\n<p class=\"whs7\"><strong>Impact on Schedule<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs15\" style=\"width: 17.4031%; text-align: left; vertical-align: top;\">Fixed Unit<\/td>\n<td class=\"whs16\" style=\"width: 84.936%; text-align: left; vertical-align: top;\">In the Fixed Units tasks, it is assumed that you don\u2019t want to change the number of resources assigned to the task (units) even if the duration of the task changes. If the work changes, the duration is recalculated by the project. And if the duration of the task changes, the project recalculates the work.<\/p>\n<p>For example,\u00a0if one person takes 2 hours to prepare a report and you want to spread this work over two days, then you can change the duration to 2 days without changing the number of people.<\/td>\n<\/tr>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs15\" style=\"width: 17.4031%; text-align: left; vertical-align: top;\">Fixed Work<\/td>\n<td class=\"whs16\" style=\"width: 84.936%; text-align: left; vertical-align: top;\">In the Fixed Work tasks, the tasks are driven by the work involved. The work remains fixed even if you change the duration or add\/remove people. If you change the duration, resource units are recalculated and if you change the resource units or add more people, the duration is recalculated.<\/p>\n<p>For example, painting a room takes 30 hours. Now, if you want the room to be painted earlier then you have to assign more painters to this work. The duration of the work will reduce as you add more people to it.<\/td>\n<\/tr>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs15\" style=\"width: 17.4031%; text-align: left; vertical-align: top;\">Fixed Duration<\/td>\n<td class=\"whs16\" style=\"width: 84.936%; text-align: left; vertical-align: top;\">In Fixed Duration tasks, the duration of the work remains unchanged even if you increase the resources or work. This means the task must be completed in the specified duration &#8211; no delay.<\/td>\n<\/tr>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs15\" style=\"width: 17.4031%; text-align: left; vertical-align: top;\">Fixed Date<\/td>\n<td class=\"whs16\" style=\"width: 84.936%; text-align: left; vertical-align: top;\">In Fixed Date tasks, the duration of the task remains non-editable. If you revise the Planned start and Planned finish date, then the duration gets changed accordingly and work is recalculated. \u00a0Fixed Date task types are considered the critical tasks in the project.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 17.4031%; text-align: left; vertical-align: top;\">Hybrid Task<\/td>\n<td style=\"width: 84.936%; text-align: left; vertical-align: top;\">\n<p class=\"p1\">Unlike the other task types, you can link a hybrid task type with agile workitems through the Parent-child link tab. When an agile workitem is linked with a Hybrid task type, then the percent work complete and actuals of the Hybrid task (including the percent complete, actual start, actual finish, and actual efforts) are derived from the linked cards.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 17.4031%; text-align: left; vertical-align: top;\">Linked Plan<\/td>\n<td style=\"width: 84.936%; text-align: left; vertical-align: top;\">\n<p class=\"p1\">Unlike the other task types, you can link a Linked Plan task type with another Task Plan through the Parent-child link tab. When an another Task Plan is linked with a Hybrid task type, then the percent work complete and actuals of the Linked Plan task (including the percent complete, actual start, actual finish, and actual efforts) are derived from the linked Task Plan\/Work Package.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"whs7\"><strong>Important:<\/strong><\/p>\n<p>The fixed duration is the default task type for summary tasks.<\/p>\n<p>You can select the default task for your project using the \u201cDefault Task Type\u201d preference at the project level. If you have not selected any value in the \u201cDefault Task Type\u201d preference, then the fixed date is the default task type for tasks.<\/p>\n<h2><a id=\"Examples\"><\/a>Examples of Changing the Task Types<\/h2>\n<p>Now let&#8217;s understand the controlling of the timing of the tasks with three scenarios.<\/p>\n<p><strong>Example 1:<\/strong> Let&#8217;s consider a task that requires 80 hours of effort and only one fixed unit (resource) is available (with 8 hours per day), then the duration of the task will be 10 days.<\/p>\n<p>Duration = Work \/ hours X resource, so the duration will be 80\/8 X1 = 10 days<\/p>\n<h3>Scenario 1: Changing other task types to fixed-work task type<\/h3>\n<table class=\"whs3\" style=\"width: 92.6201%;\" cellspacing=\"0\">\n<colgroup>\n<col class=\"whs17\" \/>\n<col class=\"whs18\" \/><\/colgroup>\n<tbody>\n<tr class=\"whs5\" style=\"height: 55px;\" valign=\"top\">\n<td class=\"whs19\" style=\"width: 19%; height: 55px; text-align: left; vertical-align: top;\">\n<p class=\"whs7\"><strong>If You<\/strong><\/p>\n<\/td>\n<td class=\"whs20\" style=\"width: 79.6984%; height: 55px; text-align: left; vertical-align: top;\">\n<p class=\"whs7\"><strong>Project Changes<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs5\" style=\"height: 135px;\" valign=\"top\">\n<td class=\"whs21\" style=\"width: 19%; height: 135px; text-align: left; vertical-align: top;\">Add a full-time resource<\/td>\n<td class=\"whs22\" style=\"width: 79.6984%; height: 135px; text-align: left; vertical-align: top;\">If one more resource assists the resource, then the work is still the same but the resources have increased. Now, there will be two resources (16 hours a day) for the 80 hours of work so the duration will be 5 days.<\/p>\n<p class=\"whs7\"><strong>duration (5 )= work (80) \/ hours (8) X resource (2)<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs5\" style=\"height: 172.828px;\" valign=\"top\">\n<td class=\"whs21\" style=\"width: 19%; height: 172.828px; text-align: left; vertical-align: top;\">Decrease the duration<\/td>\n<td class=\"whs22\" style=\"width: 79.6984%; height: 172.828px; text-align: left; vertical-align: top;\">If your duration is reduced than what was planned, let&#8217;s say 8 days instead of 10 days, then the project will recalculate the task\u2019s resource unit. In this case, the currently assigned resource will be over-allocated (125%) to accommodate the increased duration as shown below.<\/p>\n<p class=\"whs7\"><strong>duration (8) = work (80) \/ hours (8) X resource (1.25)<\/strong><\/p>\n<p>In this case, you have to assign an extra resource to the task for the extra 25 % allocation<\/td>\n<\/tr>\n<tr class=\"whs5\" style=\"height: 115px;\" valign=\"top\">\n<td class=\"whs21\" style=\"width: 19%; height: 115px; text-align: left; vertical-align: top;\">Change the work<\/td>\n<td class=\"whs22\" style=\"width: 79.6984%; height: 115px; text-align: left; vertical-align: top;\">\n<p class=\"whs7\">If the task takes additional work, let&#8217;s say 20 hours of extra work, then the total work is 100 hours. Now with one resource (8 hours a day), the project recalculates the duration as 12.5 days.<\/p>\n<p class=\"whs7\"><strong>duration (12.5) = work (100) \/ hours (8) X resource (1)<\/strong><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Scenario 2: Changing another task type to a fixed-unit task type<\/h3>\n<p>If you make a task type a fixed-unit task type, that means the task must be completed with the specified units. Let\u2019s understand this with the help of the below-given scenarios and continuing the Example1 &#8211;<\/p>\n<table class=\"whs3\" style=\"width: 92.7789%;\" cellspacing=\"0\">\n<colgroup>\n<col class=\"whs23\" \/>\n<col class=\"whs24\" \/><\/colgroup>\n<tbody>\n<tr class=\"whs25\" valign=\"top\">\n<td class=\"whs26\" style=\"width: 19.4531%; text-align: left; vertical-align: top;\">\n<p class=\"whs7\"><strong>If You<\/strong><\/p>\n<\/td>\n<td class=\"whs27\" style=\"width: 78.5374%; text-align: left; vertical-align: top;\">\n<p class=\"whs7\"><strong>Project Changes<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs28\" valign=\"top\">\n<td class=\"whs29\" style=\"width: 19.4531%; text-align: left; vertical-align: top;\">Add a full-time resource<\/td>\n<td class=\"whs30\" style=\"width: 78.5374%; text-align: left; vertical-align: top;\">If one more resource assists the existing resource, then there are two units of resources. However, the work remains the same, the duration is recalculated.<\/p>\n<p class=\"whs7\"><strong>duration (5 )= work (80) \/ hours (8) X resource (2)<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs28\" valign=\"top\">\n<td class=\"whs29\" style=\"width: 19.4531%; text-align: left; vertical-align: top;\">Modify the duration<\/td>\n<td class=\"whs30\" style=\"width: 78.5374%; text-align: left; vertical-align: top;\">If you need to complete the task earlier than planned, let&#8217;s say 8 days instead of 10 days, then the work will be recalculated.<\/p>\n<p><strong>duration (8 )= work (64) \/ hours (8) X resource (1)<\/strong><\/td>\n<\/tr>\n<tr class=\"whs31\" valign=\"top\">\n<td class=\"whs29\" style=\"width: 19.4531%; text-align: left; vertical-align: top;\">Change the work<\/td>\n<td class=\"whs30\" style=\"width: 78.5374%; text-align: left; vertical-align: top;\">If the task takes additional work, let&#8217;s say 20 hours of extra work, then the total work is 100 hours. Now with one resource (8 hours a day), the project recalculates the duration as 12.5 days.<\/p>\n<p><strong>duration (12.5)= work (100) \/ hours (8) X resource (1)<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Scenario 3: Changing other task types to fixed-duration task type<\/h3>\n<p>If you make a task type a fixed-duration task type, then the task must be completed in the specified duration. Now, continuing the existing Example1 &#8211;<\/p>\n<table class=\"whs3\" style=\"width: 93.0025%;\" cellspacing=\"0\">\n<colgroup>\n<col class=\"whs32\" \/>\n<col class=\"whs33\" \/><\/colgroup>\n<tbody>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs34\" style=\"width: 16.581%; text-align: left; vertical-align: top;\">\n<p class=\"whs7\"><strong>If You<\/strong><\/p>\n<\/td>\n<td class=\"whs35\" style=\"width: 85.6703%; text-align: left; vertical-align: top;\">\n<p class=\"whs7\"><strong>Project Changes<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs36\" style=\"width: 16.581%; text-align: left; vertical-align: top;\">Add a full-time resource<\/td>\n<td class=\"whs37\" style=\"width: 85.6703%; text-align: left; vertical-align: top;\">If one more resource assists the existing resource, then the allocated units are recalculated. Now, each resource will allot 50% of their time to complete the task in the same time (10 days).<\/p>\n<p class=\"whs7\"><strong>duration (10) = work (80) \/ hours(4) X resource (2)<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs36\" style=\"width: 16.581%; text-align: left; vertical-align: top;\">Modify the duration<\/td>\n<td class=\"whs37\" style=\"width: 85.6703%; text-align: left; vertical-align: top;\">\n<p class=\"whs38\">If you need to complete the work in 8 days instead of 10 days, then the work is recalculated.<\/p>\n<p class=\"whs38\">With 8 days of duration, and one resource (8 hours a day), the work is recalculated to 64 hours.<\/p>\n<p class=\"whs7\"><strong>duration (8)= work (64) \/ hours (8) X resource (1)<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs36\" style=\"width: 16.581%; text-align: left; vertical-align: top;\">Change the work<\/td>\n<td class=\"whs37\" style=\"width: 85.6703%; text-align: left; vertical-align: top;\">If the task takes additional work, let&#8217;s say 20 hours of extra work, then the total work is 100 hours. Now with the same duration, the project recalculates the resource allocation as 125%.<\/p>\n<p><strong>duration (10)= work (100) \/ hours (8) X resource (1.25)<\/strong><\/p>\n<p>So, you have to assign an extra resource to allocate the changes to the updated work.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Scenario 4: Changing other task types to fixed-date task type<\/h3>\n<p>If you make a task type a fixed-date task type, then the task must be completed on the specified dates. The fixed date is the default task type in Simple Scheduling Plus. Now, continuing the existing Example1 &#8211;<\/p>\n<table class=\"whs3\" style=\"width: 92.8807%;\" cellspacing=\"0\">\n<colgroup>\n<col class=\"whs39\" \/>\n<col class=\"whs40\" \/><\/colgroup>\n<tbody>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs41\" style=\"width: 17.1164%; text-align: left; vertical-align: top;\">\n<p class=\"whs7\"><strong>If You<\/strong><\/p>\n<\/td>\n<td class=\"whs42\" style=\"width: 91.4495%; text-align: left; vertical-align: top;\">\n<p class=\"whs7\"><strong>Project Changes<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs43\" style=\"width: 17.1164%; text-align: left; vertical-align: top;\">Add full-time resource<\/td>\n<td class=\"whs44\" style=\"width: 91.4495%; text-align: left; vertical-align: top;\">If one more resource assists the existing resource, then the allocated units are recalculated. Now, each resource will allot 50% of their time to complete the task in the same time (10 days).<\/p>\n<p class=\"whs7\"><strong>duration(10)= work(80) \/ hours(4) X resource (2)<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs43\" style=\"width: 17.1164%; text-align: left; vertical-align: top;\">Modify the duration<\/td>\n<td class=\"whs44\" style=\"width: 91.4495%; text-align: left; vertical-align: top;\">If you need to change the planned start and finish date, then according to the dates the duration of the task changes, and the work is recalculated.<\/p>\n<p>For example, if the modified dates of the task change the task duration to 8 days then with one resource (8 hours a day), the work is recalculated to 64 hours.<\/p>\n<p class=\"whs7\"><strong>duration(8)= work(64) \/ hours(8) X resource (1)<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr class=\"whs5\" valign=\"top\">\n<td class=\"whs43\" style=\"width: 17.1164%; text-align: left; vertical-align: top;\">Change the work<\/td>\n<td class=\"whs44\" style=\"width: 91.4495%; text-align: left; vertical-align: top;\">If the task takes additional work, let&#8217;s say 20 hours of extra work, then the total work is 100 hours. Now with the same duration, the project recalculates the resource allocation as 125%.<\/p>\n<p><strong>duration(10)= work(100) \/ hours(8) X resource (1.25)<\/strong><\/p>\n<p>So, you have to assign an extra resource to allocate the changes to the updated work.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 class=\"p1\"><a id=\"Hybrid\"><\/a>Working in a Hybrid Work Management Model using Hybrid Tasks<\/h2>\n<p data-start=\"167\" data-end=\"286\">A hybrid task helps you manage work that combines both <strong data-start=\"222\" data-end=\"256\">Agile and Waterfall approaches<\/strong> within the same Task Plan. Use a hybrid\u00a0 as task type when your execution happens in Agile tools (such as epics or cards), but you still want to track overall progress in a project plan. A hybrid task does not track progress on its own. Instead, it gets all updates from the <strong data-start=\"528\" data-end=\"555\">linked agile workitems<\/strong>.<\/p>\n<p data-start=\"558\" data-end=\"809\">For example, you can link multiple epics to a single hybrid task. The task then reflects the combined progress of those epics. Any updates made to the linked items, such as status, effort, or completion, are automatically reflected in the hybrid task.<\/p>\n<p data-start=\"811\" data-end=\"830\">This allows you to:<\/p>\n<ul data-start=\"831\" data-end=\"995\">\n<li data-section-id=\"582x6o\" data-start=\"831\" data-end=\"889\">Track Agile execution within a structured project plan<\/li>\n<li data-section-id=\"1h6472m\" data-start=\"890\" data-end=\"931\">Avoid manual updates to task progress<\/li>\n<li data-section-id=\"1an7rjy\" data-start=\"932\" data-end=\"995\">Get a consolidated view of work across multiple agile items<\/li>\n<\/ul>\n<p data-start=\"997\" data-end=\"1089\" data-is-last-node=\"\" data-is-only-node=\"\">In short, a hybrid task acts as a bridge between Agile execution and task-level tracking.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18010\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Cross_projects_linking.png\" alt=\"Hybrid task\" width=\"1000\" height=\"568\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Cross_projects_linking.png 1000w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Cross_projects_linking-300x170.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Cross_projects_linking-768x436.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<p class=\"p2\">For example, if you want to link your task with agile workitems Epics, then the progress of the task (along with its actual start, actual finish, actual efforts, and percent work complete) is derived from the linked epics.<\/p>\n<h3 data-section-id=\"a3zrcv\" data-start=\"243\" data-end=\"284\">Link Agile Workitems to a Hybrid Task<\/h3>\n<p data-start=\"286\" data-end=\"412\">Before a hybrid task can track progress, you must link it to one or more agile workitems (such as epics, user story or any card type).<\/p>\n<p data-start=\"414\" data-end=\"439\">To link agile workitems:<\/p>\n<ol data-start=\"441\" data-end=\"690\">\n<li data-section-id=\"2hr9m\" data-start=\"441\" data-end=\"480\">Locate the task you want to update in Task Plan.<br \/>\n<strong data-start=\"519\" data-end=\"529\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23815\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.16-AM-1.png\" alt=\"\" width=\"2766\" height=\"1494\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.16-AM-1.png 2766w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.16-AM-1-300x162.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.16-AM-1-1024x553.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.16-AM-1-768x415.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.16-AM-1-1536x830.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.16-AM-1-2048x1106.png 2048w\" sizes=\"(max-width: 2766px) 100vw, 2766px\" \/><\/strong><\/li>\n<li data-section-id=\"epf8d4\" data-start=\"481\" data-end=\"531\">In the <strong data-start=\"491\" data-end=\"504\">Task Type<\/strong> field, select <strong data-start=\"519\" data-end=\"529\">Hybrid.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-23814 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.32-AM-1.png\" alt=\"\" width=\"2766\" height=\"1494\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.32-AM-1.png 2766w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.32-AM-1-300x162.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.32-AM-1-1024x553.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.32-AM-1-768x415.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.32-AM-1-1536x830.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.50.32-AM-1-2048x1106.png 2048w\" sizes=\"(max-width: 2766px) 100vw, 2766px\" \/><br \/>\n<\/strong><\/li>\n<li class=\"li1\">Click the <b>Task ID<\/b> to open task details.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23816\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.54.50-AM-1.png\" alt=\"\" width=\"2766\" height=\"956\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.54.50-AM-1.png 2766w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.54.50-AM-1-300x104.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.54.50-AM-1-1024x354.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.54.50-AM-1-768x265.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.54.50-AM-1-1536x531.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.54.50-AM-1-2048x708.png 2048w\" sizes=\"(max-width: 2766px) 100vw, 2766px\" \/><\/li>\n<li data-section-id=\"1yq28s\" data-start=\"532\" data-end=\"597\">Navigate to the <strong data-start=\"545\" data-end=\"567\">Linked Cards<\/strong> section in the task details.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23817\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-9.01.20-AM-1.png\" alt=\"\" width=\"2766\" height=\"1327\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-9.01.20-AM-1.png 2766w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-9.01.20-AM-1-300x144.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-9.01.20-AM-1-1024x491.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-9.01.20-AM-1-768x368.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-9.01.20-AM-1-1536x737.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-9.01.20-AM-1-2048x983.png 2048w\" sizes=\"(max-width: 2766px) 100vw, 2766px\" \/><\/li>\n<li data-section-id=\"2nbs27\" data-start=\"81\" data-end=\"228\">In the Hybrid task card, open <strong data-start=\"113\" data-end=\"129\">More options<\/strong> (three dots), and select <strong data-start=\"155\" data-end=\"178\">Link Existing Child<\/strong>. (To create a new card, select <strong data-start=\"209\" data-end=\"227\">Link New Child<\/strong>.)<strong data-start=\"325\" data-end=\"343\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23818\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.51.01-AM-1.png\" alt=\"\" width=\"1945\" height=\"1131\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.51.01-AM-1.png 1945w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.51.01-AM-1-300x174.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.51.01-AM-1-1024x595.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.51.01-AM-1-768x447.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-8.51.01-AM-1-1536x893.png 1536w\" sizes=\"(max-width: 1945px) 100vw, 1945px\" \/><\/strong><\/li>\n<li data-section-id=\"1hzfs2y\" data-start=\"598\" data-end=\"671\">\n<p data-start=\"350\" data-end=\"393\">Select the <strong data-start=\"361\" data-end=\"372\">Project,<\/strong> and <strong data-start=\"377\" data-end=\"390\">Card Type<\/strong>.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23819\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.19.22-AM.png\" alt=\"\" width=\"2674\" height=\"958\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.19.22-AM.png 2674w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.19.22-AM-300x107.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.19.22-AM-1024x367.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.19.22-AM-768x275.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.19.22-AM-1536x550.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.19.22-AM-2048x734.png 2048w\" sizes=\"(max-width: 2674px) 100vw, 2674px\" \/><\/p>\n<\/li>\n<li data-section-id=\"10lrr6f\" data-start=\"109\" data-end=\"164\">Select the Epic cards to link to the Hybrid task.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23820\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.17.58-AM.png\" alt=\"\" width=\"2674\" height=\"1526\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.17.58-AM.png 2674w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.17.58-AM-300x171.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.17.58-AM-1024x584.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.17.58-AM-768x438.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.17.58-AM-1536x877.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.17.58-AM-2048x1169.png 2048w\" sizes=\"(max-width: 2674px) 100vw, 2674px\" \/><\/li>\n<li data-section-id=\"19rz2r2\" data-start=\"114\" data-end=\"169\">The selected epics are linked to the Hybrid task.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23821\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.18.43-AM.png\" alt=\"\" width=\"2674\" height=\"1190\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.18.43-AM.png 2674w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.18.43-AM-300x134.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.18.43-AM-1024x456.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.18.43-AM-768x342.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.18.43-AM-1536x684.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.18.43-AM-2048x911.png 2048w\" sizes=\"(max-width: 2674px) 100vw, 2674px\" \/><\/li>\n<li data-section-id=\"1l57tqj\" data-start=\"672\" data-end=\"690\">\n<p data-pm-slice=\"0 0 []\">Link additional cards to the epics as needed. Already linked cards are displayed automatically.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23822\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.26.38-AM.png\" alt=\"\" width=\"2674\" height=\"1526\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.26.38-AM.png 2674w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.26.38-AM-300x171.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.26.38-AM-1024x584.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.26.38-AM-768x438.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.26.38-AM-1536x877.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Screenshot-2026-04-20-at-10.26.38-AM-2048x1169.png 2048w\" sizes=\"(max-width: 2674px) 100vw, 2674px\" \/><\/p>\n<\/li>\n<\/ol>\n<p data-start=\"692\" data-end=\"753\">You can link <strong data-start=\"705\" data-end=\"728\">multiple workitems<\/strong> to a single hybrid task.<\/p>\n<h2 data-section-id=\"y9czba\" data-start=\"760\" data-end=\"784\">How Hybrid Tasks Work<\/h2>\n<p data-start=\"786\" data-end=\"878\">Once the agile workitems\/cards are linked, the hybrid task automatically reflects their progress. The task does not track progress on its own. All updates come from the linked workitems.<\/p>\n<ul data-start=\"971\" data-end=\"1249\">\n<li class=\"li1\"><b>Actual Start<\/b>: Based on the earliest start date among linked workitems (from logged time or % complete).<\/li>\n<li data-section-id=\"h1ir2f\" data-start=\"1046\" data-end=\"1119\"><strong data-start=\"1048\" data-end=\"1065\">Actual Finish: <\/strong>Reflects the completion date of the last linked workitem.<\/li>\n<li data-section-id=\"14d6sbt\" data-start=\"91\" data-end=\"166\"><strong data-start=\"93\" data-end=\"107\">% Complete<\/strong>: Reflects the overall progress of all linked workitems.<\/li>\n<li data-section-id=\"1lixjic\" data-start=\"167\" data-end=\"243\"><strong data-start=\"169\" data-end=\"186\">Actual Effort<\/strong>: Reflects the total effort from all linked workitems<\/li>\n<\/ul>\n<p data-start=\"1251\" data-end=\"1365\">You cannot manually update these values in a hybrid task. Any changes must be made in the linked agile workitems. If all linked workitems are closed, the hybrid task is automatically marked as complete. If any linked item is reopened, the hybrid task is also reopened.<\/p>\n<p data-start=\"362\" data-end=\"475\">If the progress in the linked workitems does not appear updated in the hybrid task, you can manually refresh it. Click on the <strong data-start=\"541\" data-end=\"561\">More options and select the Refresh Linked Tasks <\/strong>The system recalculates the task values based on the latest updates from the linked work items.<\/p>\n<h3 class=\"p1\">Important Points<\/h3>\n<p class=\"p2\">Hybrid tasks follow a few key rules that are different from other task types.<\/p>\n<ul class=\"ul1\">\n<li class=\"li2\">Resources cannot be assigned to a hybrid task.<\/li>\n<li class=\"li2\">Progress cannot be updated manually. All progress, effort, and completion values come only from the linked agile workitems.<\/li>\n<li class=\"li2\">You cannot close or reopen a hybrid task manually. The task status changes automatically based on the status of the linked workitems.<\/li>\n<li class=\"li2\">You cannot convert a hybrid task into a summary task. It always remains a standalone task linked to agile work tems.<\/li>\n<li class=\"li2\">You cannot copy a hybrid task.<\/li>\n<li class=\"li2\">Hybrid tasks can exist in <b>manual or timesheet-based tracking modes<\/b>, but their progress is still controlled only by the linked work items.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-21862 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1.png\" alt=\"\" width=\"1828\" height=\"533\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1.png 1828w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1-300x87.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1-1024x299.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1-768x224.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1-1536x448.png 1536w\" sizes=\"(max-width: 1828px) 100vw, 1828px\" \/><\/p>\n<h2>Working with Linked Plan Tasks<a id=\"workingwithlinkedplantasks\"><\/a><\/h2>\n<p data-start=\"455\" data-end=\"551\">A Linked Plan task allows you to track progress from another task plan within your current plan. Use this when work is managed in a separate task plan, but you want to monitor its progress without creating duplicate tasks or changing dependencies. The Linked Plan task does not track progress on its own. Instead, it reflects values such as <strong data-start=\"798\" data-end=\"858\">actual start, actual finish, effort, and % work complete<\/strong> from the linked task plan.<\/p>\n<p data-start=\"887\" data-end=\"1000\">This helps you maintain a single view of progress across multiple task plans while keeping execution independent.<\/p>\n<h3 data-section-id=\"f24man\" data-start=\"1007\" data-end=\"1029\">How to Link a Plan<\/h3>\n<p data-start=\"219\" data-end=\"255\">To link a task to another task plan:<\/p>\n<ol data-start=\"257\" data-end=\"709\">\n<li data-section-id=\"5mkk5x\" data-start=\"257\" data-end=\"302\">Locate the required task in your current task plan.<\/li>\n<li data-section-id=\"1hy2d9k\" data-start=\"303\" data-end=\"359\">In the <strong data-start=\"313\" data-end=\"326\">Task Type<\/strong> field, select <strong data-start=\"341\" data-end=\"356\">Linked Plan<\/strong>.<\/li>\n<li data-section-id=\"oen3sx\" data-start=\"360\" data-end=\"408\">Click the <strong data-start=\"373\" data-end=\"384\">Task ID<\/strong> to open task details.<\/li>\n<li data-section-id=\"1whqrw4\" data-start=\"409\" data-end=\"449\">Go to the <strong data-start=\"422\" data-end=\"438\">Linked Cards<\/strong> section.<\/li>\n<li data-section-id=\"tbf8gv\" data-start=\"450\" data-end=\"544\">In the task card, open <strong data-start=\"476\" data-end=\"492\">More options<\/strong> (three dots), and select <strong data-start=\"518\" data-end=\"541\">Link Existing Child<\/strong>.<\/li>\n<li data-section-id=\"13ub18h\" data-start=\"545\" data-end=\"627\">Select the required <strong data-start=\"559\" data-end=\"570\">Project<\/strong>. The <strong data-start=\"576\" data-end=\"589\">Card Type<\/strong> is set to <strong data-start=\"600\" data-end=\"613\">Task Plan<\/strong> by default.<\/li>\n<li data-section-id=\"194hn5o\" data-start=\"628\" data-end=\"709\">Select the task plan to link to the master task plan, and click <strong data-start=\"698\" data-end=\"706\">Save<\/strong>.<\/li>\n<\/ol>\n<p data-start=\"711\" data-end=\"770\">The selected task plan is linked to the master task plan.<\/p>\n<h3 data-section-id=\"9kmvp5\" data-start=\"313\" data-end=\"329\">How It Works<\/h3>\n<p data-start=\"217\" data-end=\"361\">Once a task\u2019s <strong data-start=\"268\" data-end=\"281\">Task Type<\/strong> is set to <em data-start=\"292\" data-end=\"305\">Linked Plan<\/em>, it reflects progress from a task in another task plan.<\/p>\n<p data-start=\"331\" data-end=\"426\">For example, in your Master task plan <strong data-start=\"465\" data-end=\"493\">Axis Capital Development<\/strong>, you have a task <strong data-start=\"511\" data-end=\"529\">AI Development<\/strong> marked as a Linked Plan. In the <strong data-start=\"563\" data-end=\"579\">Linked Cards<\/strong> section of this task, you link it to a task from another plan, such as <em data-start=\"655\" data-end=\"699\">AI Form Builder<\/em> (from another task plan).<\/p>\n<p data-start=\"522\" data-end=\"796\">For example, as shown in the screenshot, <em data-start=\"563\" data-end=\"589\">Axis Capital Development<\/em> is the master task plan. The task <em>TSK1<\/em> <em data-start=\"624\" data-end=\"640\">AI Development<\/em> has its <strong data-start=\"649\" data-end=\"662\">Task Type<\/strong> set to <em data-start=\"670\" data-end=\"683\">Linked Plan<\/em>. In the <strong data-start=\"692\" data-end=\"708\">Linked Cards<\/strong> section, this task is linked to a task in another task plan, such as <em data-start=\"778\" data-end=\"795\">AI Form Builder<\/em>.<\/p>\n<p data-start=\"331\" data-end=\"426\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-23830 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/LinkedPlan_8.1-3.png\" alt=\"\" width=\"1832\" height=\"1000\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/LinkedPlan_8.1-3.png 1832w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/LinkedPlan_8.1-3-300x164.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/LinkedPlan_8.1-3-1024x559.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/LinkedPlan_8.1-3-768x419.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/LinkedPlan_8.1-3-1536x838.png 1536w\" sizes=\"(max-width: 1832px) 100vw, 1832px\" \/><\/p>\n<p><strong>After linking:<\/strong><\/p>\n<p>After linking, the task derives its values from the linked task plan (<em>AI Form Builder<\/em>).<\/p>\n<p>The following fields are synced from the linked task:<\/p>\n<ul>\n<li>Planned Start and Planned Finish<\/li>\n<li>Planned Hours<\/li>\n<li>Actual Start and Actual Finish<\/li>\n<li>Actual Hours<\/li>\n<li>% Work Complete and more<\/li>\n<\/ul>\n<p>Any updates made in the linked task are reflected here and the main task (<em>TSK1 \u2013 AI Development<\/em>) cannot be updated directly.<\/p>\n<p><strong>What this means:<\/strong><\/p>\n<ul>\n<li>Work is executed in the linked Task Plan (<em>TASP50 \u2013 AI Form Builder<\/em>).<\/li>\n<li>Progress is reflected in the main Task (<em>TSK1 \u2013 AI Development<\/em>).<\/li>\n<li>The task TSK1 updates then rolls up to the Master Task Plan\u00a0 (<em>TSK0 \u2013 Axis Capital Development<\/em>).<\/li>\n<\/ul>\n<p>This helps track progress across task plans without duplicating work or changing how teams operate.<\/p>\n<h3 class=\"p1\">Important Points<\/h3>\n<p>The following are a few important points about Linked Plan:<\/p>\n<ul>\n<li>You can create links between task plans within the same project or across multiple projects.<\/li>\n<li class=\"p\">Tasks with Linked Plan will roll up into master task plan, consolidating actuals such as start and finish dates, actual efforts, and percent work complete at the master task level.<\/li>\n<li class=\"p\">You can only link one task plan to a task.<\/li>\n<li class=\"p\">You cannot assign resources directly to a Linked Plan, as its progress is derived from another task plan and not by its resources.<\/li>\n<li class=\"p\">You cannot modify the work, duration, or resources of a Linked Plan task.<\/li>\n<li class=\"p\">You cannot set dependencies between a Linked Plan task and other tasks of any task type.<\/li>\n<li class=\"p\">You cannot close or reopen a Linked Plan task as they are closed or reopened based on child tasks. If the child task gets closed, then the parent task also gets closed automatically.<\/li>\n<li class=\"p\">You cannot copy or duplicate a Linked Plan.<\/li>\n<\/ul>\n<h3 data-start=\"329\" data-end=\"537\"><span style=\"font-size: 18pt;\">Updating the progress on Linked Plan Tasks<\/span><\/h3>\n<p data-start=\"329\" data-end=\"537\">Once a task is set as a <strong data-start=\"353\" data-end=\"368\">Linked Plan<\/strong>, you cannot modify its actuals, assigned resources, or percent work complete directly. The progress of child tasks may not update automatically in the Linked Plan task. To refresh the progress, click <strong data-start=\"581\" data-end=\"597\">More Options<\/strong> and select <strong data-start=\"609\" data-end=\"633\">Refresh Linked Tasks<\/strong>. This updates the progress of all Linked Plan and Hybrid tasks based on the latest data from their child task plans.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-21862 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1.png\" alt=\"\" width=\"1828\" height=\"533\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1.png 1828w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1-300x87.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1-1024x299.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1-768x224.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/updating-linked-task-progress-1-1536x448.png 1536w\" sizes=\"(max-width: 1828px) 100vw, 1828px\" \/><\/p>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"6207\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-select-the-task-type\/\" data-post-title=\"How to Select the Task Type\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"6207\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-select-the-task-type\/\" data-post-title=\"How to Select the Task Type\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/6207"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=6207"}],"version-history":[{"count":80,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/6207\/revisions"}],"predecessor-version":[{"id":16847,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/6207\/revisions\/16847"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=6207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}