Adding a Task in the Task List - Overview

PPM has multiple ways for project managers to add tasks to their workspace schedule, including directly from the Task List. In the Task List, you can use the Add Pane to add tasks directly, or copy existing tasks and paste them to the same (or different) Task List.

Note: For information about other ways to add tasks in PPM, see Adding a Task Overview.

Add Pane

The Add Pane opens when you create a task in the Task List. See Adding a Task in the Task List (Add Pane).

Copy/Paste

Using copy and paste, you can add tasks quickly in your Task List. You can copy any task you can see (in any workspace) and paste it in any workspace for which you have Create Task permission. For more information, see About Copying and Pasting in the Task List.

About Required Task Fields

By default, there are certain required native fields when adding a task. Each of these native task required fields has a defined default value. These include:

Task Name—The default value is New Task.
Planned Start—The default value is the date you are creating the task.
Planned Finish—The default value is the date you are creating the task
(by default you create a 1 day task).
Priority—The default value is Medium.
Task Type—The default value is Fixed Duration. If you change the task type, your new type becomes the default until you change it again.
Deliverable—The default value is No.
Billable—The default value is Yes.
Note: This field only displays if External Billing is enabled for the project type.

Your Tasks application may have additional, custom required fields, and these fields may or may not have predefined default values. The custom fields included in your Tasks application are determined by your PPM administrator or project manager.