Adding Task Basics

Projects > All Projects > (selected project) > Tasks > Add Task > Basics

The Basics tab provides general information about a task.

Adding Task Basics

This procedure is based on a standard Task .

1. Select the Projects > All Projects page.
2. Select an existing project.
3. Select the Tasks tab.
4. Click Add Task.
5. Select Task. This is a standard task type.
   • Task Name
   • Status - New, Open, In Progress, Completed, Closed. Set to Open to allow employees to enter time. A program manager can always enter time, regardless of the status.
   • Used Hours
   • Percent Used
   • Cost Type
     • (blank) - None.
     • Capex - Capital expense.
     • Opex - Operating expense.
     • Client Billable
   • Planned Hours
   • Percent Done
   • Work Type
   • Duration (Days) - The number of days between the Start Date and End Date.
   • Start Date - The planned start date of this task. See Scheduling Projects and Tasks
   • End Date - The planned end date of this task.
   • Task Description
6. Click Save to save the task.
7. Click Save to save the project.