Adding a Task in the Task List (Add Pane)

In the Task List, use the Add pane to add tasks to your schedule. The Add pane gives you access to the fields you need in order to add new tasks.

TO add A TASK using the Add Pane:

1. Navigate to the workspace to which you want to add the task.
   
2. Click Tasks in the Workspace Menu, then click Task List.
   The Task List view displays tasks for the project.
   
3. Do one of the following:
4. Click Add on the Task List toolbar
   
   
5. Press Insert
   
6. Click in the last row of the list
   
   The Add pane opens.
   

4. Type a Name for the task.
5. Type a Description for the task.
   The description is often used to communicate details about the task that cannot be captured in the task name.
6. Specify start and end dates for the task:
   
   Planned Start and Planned Finish default to the day you create the task, unless this is a non-working day (based on your default enterprise workweek calendar). If the date is a non-working date (a weekend day, for example), Planned Start and Planned Finish are automatically adjusted forward to the first valid work date after the current date.
   
   To change the start or finish date, click or tab into Planned Start or Planned Finish and type a new date or select one from the calendar. If you select a Planned Finish date that occurs before Planned Start, Planned Start will default to the same date.
   
   Planned Finish is required, but if you specify a Duration, you can clear Planned Finish and the date is automatically generated based Duration.
   
   Note:By default, valid days for Planned Start and Planned Finish are determined by the default workweek calendar. You can specify a different task calendar if your PPM administrator has created other workweek calendars. You may want to do this if you know the task will be worked on by resources that can work on weekends, for example. For more information about calendars and tasks, see About Task Calendars.
7. Duration defaults to 1 day. To specify the number of days the task will take, click or tab into the Duration box and type in value in days.
   
   To create a milestone task, set Duration to 0 or clear the field (make it blank).
   
   By default the duration is set to the number of days from Planned Start to Planned Finish. If you specify a Duration, Planned Finish is adjusted accordingly.
8. To specify the planned number of hours of work the task will take, type the number of hours in Planned Work.
   
   Note: Planned work is calculated based on Duration, assignees, and task type. For more information, see About Task Duration and Planned Work.
   
9. If the task you are creating is already partially completed, type the % Complete of task work done. Note: You cannot edit % Complete if your organization uses ETC to track task progress.
   

8. To assign a resource to the task, double-click the Assignees field and start typing the name of the resource. A list of matching names displays. Select an assignee from the list.
9. Task Type - The task type defaults to Fixed Duration, or to the last task type you used when you created a task. For more information on task type, see Task Types - Overview.
10. Click Save to save the task.
    Where the task is added depends on whether or not an existing task is selected, and what, if any, sort order is imposed on the schedule. For details, see Where a Task is Added.

Task Fields Not Available in the Add Pane

Certain advanced fields are not available in the Add pane. These are available in the Create New Task and Edit Task windows and include:

• Insert After Task#—You can control where a new task is inserted by selecting a task in the Task List. Note: The list must be sorted by Task Number or Outline. If it is sorted by any other field, the task is inserted at the bottom of the task list.
• Constraint Type and Date—Available in the Edit Task window.
• Cross-Project Dependencies—Available in the Edit Task window.
• Notification Message—Available in the Edit Task window.
• Task External Billing Rate—Available in the Edit Task window.

To specify values for fields not available in the Add pane, open the Edit Task window:

• Right-click on the task.
• Click Edit Task.

For details about the default values when creating at task, see Adding a Task - Default Values.

Note: If a project has been synchronized with a Microsoft Project file using ProjectTransit, you cannot add, edit, or delete a task in PPM. For more information about ProjectTransit, see ProjectTransit Overview.

Related Topics:

• About Task Duration and Planned Work—How Duration and Planned Work interact with Task Type and assignees.
• Adding a Task in the Task List—Overview of how to add project tasks using the Task List.
• Adding a Task - Default Values—About the default values when creating a task.
• Creating Milestone Tasks—How to create a milestone task.

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