Manage Tasks on the Work Plan Page

Manage Tasks Video

Plan your tasks on the Work Plan page by adding them to the planning board. Add a new task plan or open an existing task plan to organize the planning board by swimlanes. Add hand-offs between tasks to define the sequence in which they will be accomplished. View a timeline of your work in daily or weekly intervals, moving individual tasks between past, present, and future periods. Assign constraints to tasks to indicate the items that are preventing the tasks from starting. When ready, commit to work on your tasks, and mark them completed after the work has been performed. All of these processes can be performed as many times as necessary and in any order.

Many of the processes below can be performed using basic or configurable task cards. Both card types support right-click menu functionality and the selection of status icons on the card. Configurable task cards also support the editing of task values without opening the Task Details dialog box.

To modify tasks on the Work Plan page:

• Use Swimlanes on the Planning Board
• Add a Hand-off on the Work Plan Page
• Move a Task on the Work Plan Page
• Modify Task Details on the Work Plan Page
• Propose and Accept a Task Due Date on the Work Plan Page
• Manage Task Constraints on the Work Plan Page
• Commit to a Task on the Work Plan Page
• Recommit to a Task on the Work Plan Page
• Complete a Task on the Work Plan Page