Add a Hand-off on the Hand-offs Page

The Hand-offs page enables you to create hand-offs between tasks using a variety of methods, including using a tabular format in the Task Details dialog box, drawing lines between tasks, or by using group selection. You can add hand-offs between two tasks, between two task milestones, or between a task and a task milestone.

On the page, tasks can be ungrouped or they can be grouped by activity or company. This makes it easier to see hand-off chains according to their associated activities or by their assigned companies. Hand-offs can be created between tasks with the same, different, or no activity assignments.

To learn more about hand-offs, see Understanding Tasks App Concepts.

To add a hand-off on the Hand-offs page:

  1. In the object selector, select Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Tasks, and then select Hand-offs.
  3. Add a hand-off using any of the following methods:
    1. Using the Task Details dialog box:
      1. Double-click a task or task milestone. In the Task Details dialog box, select the Hand-offs tab.
      2. In the Predecessors or Successors section, select Add, and then select one or more tasks to add as predecessors or successors to the current task.

        Note: The Select Task dialog box enables you to filter the list of available tasks by tasks with the same activity assignment as the current task or by tasks with any activity assignment. This includes any task without an activity assignment.

      3. Select Select.
      4. In the Type field, select the hand-off relationship between the two tasks.
      5. (Optional) In the Lag field, enter the lag for the hand-off relationship. Select Lag - Use Only Work Days if you want the lag duration to only include work days.
      6. Select Save.
    2. Using hand-off lines:
      1. Hover over a card. On either edge of the card, select the circle, which represents the start of a hand-off.
      2. Select a circle on a different task card to complete the hand-off line.
    3. Using the right-click menu:
      • Right-click a task, and then select Add Task Before, Add Task After, Add Task Milestone Before, or Add Task Milestone After. A hand-off path is created between the original task and the new task, even if the original task has existing hand-offs.
    4. Using group selection:
      1. Select the Select tool in the diagram toolbar, and then click and drag to highlight multiple tasks. You can also Ctrl + click to select multiple tasks. To use Ctrl + click, the Select tool must not be selected.

        The Select tool is used to create hand-offs in the order that the selected tasks appear. Ctrl + click is used to create hand-offs in the order that tasks are selected, except for tasks with due dates, which are arranged in the chain from earliest to latest.

      2. Right-click any card in the selection and select Add Hand-offs.
  4. All changes made to this page are saved automatically.

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