Tasks are activities that must be accomplished for a workspace
to be completed. Project managers create schedules for their workspaces, comprised of tasks.
When you create (add) a task, you give it a name and description as well as details like the expected (planned) start and end dates. Some fields are required but have defaults (Planned Start and Planned Finish default to the current day if you do not specify a different date, for example). Other fields are optional.
You may want to create your entire schedule before assigning individual tasks, or assign tasks as you create them.
There are a number of different ways to add tasks in PPM:
- From the Global Tasks application—When you create a task from the global Tasks tab, the Create Task Window gives you access to all the fields you need to include when adding a task. For more information, see Adding a Task from the Global Tasks Application.
- Task List View—The Task List in a workspace gives you the ability to edit tasks in-line, and to quickly add new tasks to the schedule. For more information, see Adding a Task in the Task List.
- Gantt Chart—The Gantt Chart is a graphical view of your schedule and can provide a visual perspective on scheduled tasks. You can add tasks to the schedule from the Gantt chart. For more information, see Adding a Task in the Gantt Chart.
- Importing Tasks—You can import tasks into your workspace from a schedule in Microsoft Project. This is a one-time process, intended for quickly creating a schedule. For more information, see Importing Tasks from Microsoft Project.
- Synchronizing Schedules using ProjectTransit—ProjectTransit is a Changepoint PPM utility designed to allow project managers to manage their schedule in Microsoft Project while team members monitor and update assigned tasks using Changepoint PPM. ProjectTransit synchronizes a Microsoft Project schedule with a PPM schedule. For more information, see ProjectTransit Overview.
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