Create Task Lists
Task lists are groups of related tasks. Each task list contains tasks and subtasks under it.
Benefits:
- Group related tasks under task lists
- Mark a task list complete when associated tasks are completed
- Associate blueprints to task lists
Add a Task List
-
Navigate to your project and click Tasks in the top panel and select the Classic view.
-
Click the drop-down option (
) on the Add Task button in the upper-right corner, and then click
Add Task List.
-
Enter a
Task List
name.
-
Choose a
Related Milestone
from the drop-down. When you choose an
Internal
milestone, the task list will be displayed only to the portal users. When you choose an
External
milestone, the task list will be displayed to the client users also.
-
Set a
Task List Flag
if no milestone is selected.
-
Click
Add.
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.
External: Portal and Client users can access the task list and its associated entities.
Create a Task List from Existing Task Template
-
Navigate to your project and click Tasks in the top panel.
-
Click the drop-down option () on the Add Task button in the upper-right corner, and 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 and get 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 After 5 days from 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].
Create 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 4 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 option () on the Add Task button in the upper-right corner, and 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.
Clone Task List from List View
- Navigate to your project and click Tasks in the top panel.
- Hover over a task list title and click the more actions icon(
).
- Click Clone.
- If the tasks in the existing task list has dependency, users will be prompted to make a choice.
Clone current task list: Clone the current task list without including dependent task lists.
Clone dependent task lists within the project: Clone current and dependent task lists. - Click Clone.
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