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Creating Tasks in a Project

 

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The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

You can add tasks to any project where you have appropriate rights. For example, after creating a new project, you might want to add tasks and modify tasks to organize the project plan.

Understanding the Maximum Number of Tasks Allowed in a Project

A project can contain up to 5,000 tasks. A warning message is displayed on the project when you are approaching the limit, when you have met the limit, and if you attempt to exceed the limit.

Depending on the number of tasks in your projects when this limitation was imposed, your Workfront instance might allow for more than 5,000 tasks in a single project.

If you are able to include more than 5,000 tasks in a single project, be aware of the following:

  • The task limit for your Workfront environment will be set to the current number of tasks in your largest project, plus an additional 10%.
    For example, if a project in your Workfront instance contains 10,000 tasks, your limit for each project throughout your Workfront instance would be 11,000 tasks.
  • Smaller projects improve performance and minimize management challenges that accompany large projects.

Understanding Task Default Information when Adding Tasks to a Project

You can define what information a new task is associated with by default when you add the task to a project. You define these settings when you create or edit the project. 

You can automatically add the following to a task when adding the task to a project:

  • An Approval Process
  • One or more Custom Forms 

For information about how to configure adding default approval processes and custom forms for tasks when creating the tasks on projects, see the "Tasks" section in the "Editing Projects" article.

Consider the following when defining default information to be associated with tasks when you add the tasks to a project:

  • You must have Manage permissions on the project to be able to define the default settings for the task approval process and custom forms. 
  • All new tasks are created with the approval process and the custom forms defined at the project level. 
  • You have the option to modify these default settings when you add tasks using the Edit Task box, but not when you add tasks in inline edit.
  • You can define the approval process and the custom forms for tasks in a template.
    When a project is created from this template, the settings are transferred to the project. 
  • When a template is attached to an existing project, the project preserves the original task approval process and custom forms settings, if they are defined. If they are not defined, the settings from the template become the settings for the project. 
  • When a template is attached to an existing project, the tasks added to the project from the template preserve the approval process and custom forms settings they had on the template, regardless of the task settings on the project.
    For information about attaching a template to a project, see "Attaching a Template to a Project."
  • Copying the project transfers the task default settings to the new project.
    For information about copying a project, see "Copying a Project."
  • When you copy tasks from one project to another and the destination project has different values configured for the task approval process and custom form fields, the copied tasks preserve the approval process and custom forms from the original project, unless they are cleared in the copying process. 
  • When you duplicate a task on the same project, the custom forms and approval process are transferred to the duplicate task. 
    For information about copying and duplicating tasks, see "Copy and Duplicate Tasks."
  • When you move the task to another project, the custom forms and approval process are saved on the tasks from the original project, regardless of the task default settings on the new project. 
    For information about moving tasks, see "Moving Tasks." 

Creating Tasks in a Project

  1. Navigate to the project where you want to create a task.
  2. (Conditional) If you are currently viewing the project in an agile view, change to a standard view so that the task list is displayed.
    To change from an agile view, click the List View icon next the the Agile View drop-down menu.
  3. Create a new task by either clicking New Task at the top of the task list, or Add More Tasks at the bottom of the task list.
  4. (Conditional) If you clicked New Task specify the fields in the New Task dialog box. For more information about editing a task, see "Editing Tasks."

    Or
    (Conditional) If you clicked Add More Tasks, start entering the task information using in-line editing.
    This option provides the greatest convenience, especially when adding multiple tasks to the list.

  5. (Optional and Conditional) Use the Smart Assignments feature to get recommendations regarding who is the best resource for the task assignment, when assigning the tasks.
    For more information about Smart Assignments, see "Understanding Smart Assignments."
  6. (Conditional) If you clicked New Task, click Save Task to save your changed.
    Or
    (Conditional) If you clicked Add More Tasks, click anywhere in the browser to submit your changes.
    For more information about editing the tasks, see "Editing Tasks."
  7. (Optional) In a task list, select the newly created task, then click Indent.
    This makes the new task a child or subtask of the previous task.
    For more information about children tasks, see "Understanding Tasks."

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This links from Planning a Project, Understanding Tasks. 

 

 

 

 

This article last updated on 2019-04-11 20:40:48 UTC