Add Task Lists
Task lists are groups of related tasks. Each task list contains tasks and subtasks under it.
How do I add task lists in List/Gantt/Kanban view?
- Navigate to your project, click Tasks in the top band, and select the List, Gantt, or Kanban view.
- Click the drop-down right next to the Add Task button in the top-right corner, then click Add Task List.
- Enter a Task List name.
- Choose a Related Phase from the drop-down.
- Set a Task List Flag if no phase is selected.
- Click Add.
Alternatively, add task lists using Global Add.
A maximum of 5000 tasks can be added under a task list.
Task List Flag
Task lists can be marked as Internal or External.
- Internal: Only portal users can access the task list and its associated entities.
- External: Portal and client users can access the task list and its associated entities.
How do I add a task list from an existing task template?
- Navigate to your project and click Tasks in the top band.
- Click the drop-down next to the Add Task button in the top-right corner, then click Add Task List.
- Click the Clone from Task Template link. (You need not give a name for your task list here.)
- If you don't want to choose from a template, you can click the Enter Task List link to go back to the normal mode.
- If the tasks in the template meet a blueprint criteria, the matching blueprint will be applied to the tasks.
- Pick a date in the Shift Date field.
- This Shift Date helps you to automate the start date of the tasks when you create a task list template.
If you choose to start a task five days after the Shift Date, then the actual start date of the task present in the respective task list template will be [Shift Date + Start After duration].
How do I add a task list from a Project Template or Project?
If you have already created task lists and set dependencies in your project or project templates, you can use them to create new task lists in your projects. The dependencies between tasks will be carried over to the project. However, if there are dependencies between more than four task lists in the project or project template, you will not be able to create a new task list.
- Navigate to your project and click Tasks in the top panel.
- Click the drop-down right next to the Add Task button in the top-right corner, then click Add Task List.
- Click Clone from a Project or Project Template.
- Select the project template and the task list from the drop-down. Project templates associated with the current project layout will be displayed in the drop-down.
- Click Add.
How do I add a task list from the Phase Detail page?
- Navigate to your project, click Phases in the top band and open List view.
- Hover over a phase and click
Open Details.
- Click Task Lists from the details page and click Add Task List.
- Enter the Task List Name and click enter/return key on your keyboard.
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