How do I add task lists in List/Gantt/Kanban view?

1. Navigate to your project, click Tasks in the top band, and select the List, Gantt, or Kanban view.
   
2. Click the drop-down right next to the Add Task button in the top-right corner, then click Add Task List.
   
3. Enter a Task List name.
   
4. Choose a Related Phase from the drop-down.
   
5. Set a Task List Flag if no phase is selected.
   
6. Click Add.
   

A maximum of 5000 tasks can be added under a task list.

Task List Flag

1. Internal: Only portal users can access the task list and its associated entities.
   
2. 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?

1. Navigate to your project and click Tasks in the top band.
   
2. Click the drop-down next to the Add Task button in the top-right corner, then click Add Task List.
   
3. Click the Clone from Task Template link. (You need not give a name for your task list here.)
   
1. 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.
   
2. If the tasks in the template meet a blueprint criteria, the matching blueprint will be applied to the tasks.
   
4. Pick a date in the Shift Date field.
   
1. This Shift Date helps you to automate the start date of the tasks when you create a task list template.
   

How do I add a task list from a Project Template or Project?

1. Navigate to your project and click Tasks in the top panel.
   
2. Click the drop-down right next to the Add Task button in the top-right corner, then click Add Task List.
   
3. Click Clone from a Project or Project Template.
   
4. 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.
   
5. Click Add.
   

How do I add a task list from the Phase Detail page?

1. Navigate to your project, click Phases in the top band and open List view.
   
2. Hover over a phase and click   Open Details.
3. Click Task Lists from the details page and click Add Task List.
   
4. ​Enter the Task List Name and click enter/return key on your keyboard.