Adding a Task

To add a project taskA unit of work or collection of work associated with a project. or checkpoint to a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. using the Tasks pane:

1. Select the project to which you want to add a task.
2. Select a task on the Schedule or Task pane under which you want the new task to appear.
3. Click New.
4. Click the task name and enter a meaningful name for the task.
5. Set the Start and End dates. To do this, click the Start or End date and enter the date you want or click the calendar icon and select the day you want.
6. If required, enter a duration in whole days.
   Tip

   

   If you want a checkpoint , set the duration to zero days.
7. Enter the estimated effort in points to complete the task in the Points field.
   Note

   

   You must ensure that the Points field contains a number greater than or equal to zero. If you use planning pokerA consensus based technique commonly used in Agile software development for estimating the size or relative effort of a task or story. to estimate effort or the relative size of a task, we recommend entering a number in the Fibonacci sequenceA sequence of whole numbers where the first numbers in the sequence are 0, 1, 2 and every subsequent number in the sequence is the sum of the previous two numbers. such as 0, 1, 2, 3, 5, 8, 13, 21, 34, 55 or 89.
8. If you want to assign one or more resources to the task:
   1. Click the Assigned Resources cell.
   2. Click the plus icon .
   3. Select the name of the resource or role, or enter some characters from their name. You can assign a resource who is external to your PSA organization (an external resource): enter their name, press Enter or click OK, and click Assign when the Confirm External Resource popup window appears.
   4. If required, select the percentage allocation that you want for the resource.
   5. Repeat the last three steps until you have added all the resources you want.
   6. Click OK.
   Note
   
   This action creates a project task assignment not a resource assignment. Depending on the configuration that your administrator has chosen, resources can enter time against this project task. If you want the resource to book time and expenses to the project, you must also assign them to the project. See "Searching for Resources and Assigning them" and "Entering Time Against a Project Task".
9. If you want to define one or more roles for the project task to support bottom up planning:
1. Click the Assigned Resources cell.
2. Select Role from the drop-down list.
3. Click the plus icon .
4. Select a role for the internal or external resource that will work on the project task.
5. Repeat the previous step until you have added all the roles you want for the project task.
6. Click OK.
10. If you want to associate the project task with a milestone on the project:
1. Click the Milestone cell.
2. Select a milestone from the drop-down list.
11. Click Save.

To add a project task or checkpoint using the context menu:

1. Select the project to which you want to add a task.
2. Right-click a task in the Task pane or the Schedule pane or right-click the bottom of either pane.
3. Hover over Add and then do one of the following:
   • To add a task above or below the selected task, click Task Above or Task Below depending on the option that you want.
   • To add a checkpointZero day task record, which is used to represent an event in the project such as a key decision, completion of a work package, completion of a deliverable or end of a phase. Checkpoint tasks have no relationship with PSA milestones., click checkpoint .
   • To add a child task of the selected task, click Add Sub-task.
     Note

     

     This changes the duration of the selected task to one day because the selected task becomes the parent task and this inherits the duration of the new sub-task. If you want to retain the Start Date, End Date and Duration of the selected task, make a note of the values of those fields before adding a sub-task and add those values to the fields on the new sub-task after creating it. The values will then roll-up to the parent task.
   • To add a task that has a dependency relationship with the selected task, click Successor or Predecessor depending on whether you want the task to be carried out before or after the selected task.
4. Complete the remaining fields in the Tasks pane.
5. Click Save.

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