Add a task using the New Task wizard

Schedule Manager displays the New Task wizard when creating tasks from the File menu or the task table.

Procedure

1. Select a schedule and choose File→New→Task.

2. Select Schedule Task and click Next.

   Note: You must select exactly where in the structure you want the task created. For example, if you want it to be the third task in the list, the new task becomes the fourth task and the previous fourth task ends up as the fifth. However, if the top schedule is selected, the new task is added at the end.

   Schedule Manager displays the Object Create Information dialog box.

3. In the Name box, type a name for this task.

   Note: You cannot restrict the task name length to 32 characters with the TC_Allow_Longer_ID_Name preference.

4. (Optional) Click Assign to have Schedule Manager enter a value for the Task ID.

5. (Optional) Enter a description of the schedule task in the Description box.

6. Set Fixed Type to whatever type you desire:

   • Fixed Work (default) — keeps the hours constant while duration or resource to task is modified.
   • Fixed Duration — keeps the length of time constant while the work or resource is modified.
   • Fixed Resource — keeps the resource constant while the work or duration is modified.

7. Click Next.

   Schedule Manager displays the Task Information dialog box.

8. Select the Create Phase Gate Structure checkbox to create a phase gate structure.

9. Click the Start Date and Finish Date drop-down buttons to select dates.

   Note: Unless the schedule is based on the Finish Date, Finish Date must occur after Start Date. Finish Date defaults to the value of Start Date.

10. Click the time buttons to set the schedule task start and finish times.

11. Click Next.

    Schedule Manager displays the Define Work Estimate dialog box.

12. Enter the work estimate values either by entering the value in the Total Hours box, or by clicking +/– to set the estimate in minutes, hours, days, weeks, months, and years.

13. Click Next.

    Schedule Manager displays the Define Work Complete dialog box.

14. Enter work complete values either in the Total Hours box or via +/– controls (minutes, hours, days, weeks, months, years).

15. Click Next.

    Schedule Manager displays the Define Task Assignments, Workflow and Deliverable dialog box.

16. Click Deliverables... to assign deliverables to the task.

17. Click the Workflow Trigger drop-down to select the desired task trigger, and Workflow Template to select the desired template.

18. Click Add Privileged User to add a privileged user to the workflow (controls where the workflow goes upon launch) — search for a group, role, or user.

19. Click Add Process Owner to assign an owner to the workflow process (the user who initiated the process) — search for a group, role, or user.

20. Click the Resource... button to assign a resource to this task.

    • Click Organization, Project Teams, or Disciplines tab and select a user (or search for a group, role, or user in the box below the tabs).
    • Use Resource Pool Options to assign a set of group or role members as participants instead of individual users:
      • If you select a group, click Any Member so any member of the group can be assigned to the task.
      • If you select a role under a group, click Any Member and select Specific Group (any member of the combined group and role) or Any Group (any member of any group and the selected role).
      • If you select a discipline, no resource pool options are available.
    • If you assign a task to a resource pool, a member of the pool can claim the task and move it to their user inbox.

21. Click Finish.