Add a Hand-off on the Task List Page

Add hand-offs between tasks and task milestones to order the work in a logical sequence. A hand-off signifies the next task to be performed after its preceding task has been completed. Use the Hand-offs detail window to add predecessor or successor tasks. Use the Gantt chart to view your tasks and hand-offs in a time-phased format. Hand-offs can be created between tasks with the same, different, or no activity assignments. You can add hand-offs between two tasks, between two task milestones, or between a task and a task milestone.

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

To add a hand-off on the Task List Page:

  1. In the object selector, select Project or Program, and then select a project or a program from the list.
  2. From the Main Menu, select Tasks, and then select Task List.
  3. Add a hand-off using any of the following methods:
    1. Using the Hand-offs detail window:
      1. In the table, select a task or task milestone, and then select the Hand-offs detail window.
      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.
    2. 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.
    3. Using group selection:
      • Select a group of tasks, right-click the selection, and then select Add Hand-offs. Hand-offs are created between the tasks in the order that they were selected, except for tasks with due dates, which are arranged in the chain from earliest to latest.
    4. Using the Hand-off Flow detail window:
      1. In the table, select a task or task milestone, and then select the Hand-off Flow detail window.
      2. 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. All changes made to this page are saved automatically.

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