Creating tasks in a phase

This topic guides you on how to create new Tasks related to a phase in a phased project. For a quick introduction and the life cycle of the task, you can refer to Project-Management-Overview.

These operations can be performed by the Project Manager of the project, Portfolio/Program Manager of the parent portfolio/program, Project Masters, Portfolio Masters and Project Managers with write additional access in the project.

To create a new task related to a phase

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Projects.
3. To open a project on the Projects workspace, click the required phased project ID.
4. On the project details page, go to the Phases tab.
   • Select the phase from the list where you want to create the new task and click New Task.
   • Or click the required phase ID where you want to create the new task from the list, on the phase details page go to the Tasks tab and click New Task.

5. On the create task blade page, enter the values for the following fields: 

   Field Labels	Description
   Summary	Enter a short summary of the task which describes the objective.
   Priority	Critical, High, Medium, Low.
   Create Requirement	Yes, No. If 'Yes' means a new requirement is created in the portfolio/program related to the new task automatically.
   Estimated Effort (h)	A rough estimation is required for its completion.
   Actual Effort (h)	How much time does it take to complete the task?
   Required Skill	Select the skill required to complete the task, application Admin can configure skill values: Configuring-skill-area.
   Start Date	Estimated start date of the task. The start date has to be after the start date of the phase. By default, the field contains the start date of the phase.
   End Date	Estimated end date of the task. The end date has to be before the end date of the phase. By default, the field contains the end date of the phase.
   Team Assigned	Team assignee who works on this task.
   Description	This is a special type of field which supports basic formatting, images, tables, and hyperlink. Enter details of the task.
   Attachments	Add attachments which can have details on the task.

6. Click Save. The new task is created in Selected for Phase status if the phase is 'Staged' status or the task is created in To Do status if the phase is 'Active' status.

To create a new task related to a phase using a template

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Projects.
3. To open a project on the Projects workspace, click the required phase project ID.
4. On the project details page, go to the Phases tab.
   • Select the phase from the list where you want to create the new task and click New Task.
   • Or click the required phase ID where you want to create the new task from the list, on the phase details page go to the Tasks tab and click New Task.
5. On the create task blade page, click Select Template.
6. On the Select Task Template page, there is a list of the available tasks templates, select a task template from the list and click Select.

7. Enter and review the values (some of them are copied from the template) for the following fields: 

   Field Labels	Description
   Template	Name of the task template applied, you cannot modify this field.
   Summary	Summary copied from a template.
   Priority	Priority copied from a template.
   Create Requirement	Yes, No. If 'Yes' means a new requirement is created in the portfolio/program related to the new task automatically.
   Estimated Effort (h)	Estimated effort copied from a template.
   Actual Effort (h)	How much time does it take to complete the task?
   Required Skill	Skill copied from a template.
   Start Date	Estimated start date of the task. The start date has to be after the start date of the phase. By default, the field contains the start date of the phase.
   End Date	Once the start date is filled, the end date is populated automatically in order to the Duration from the template and start date.
   Team Assigned	Team assignee who works on this task.
   Description	Description copied from a template.
   Attachments	Add attachments which can have details on the task.

8. Click Save. The new task is created in Selected for Phase status if the phase is 'Staged' status or the task is created in To Do status if the phase is 'Active' status. 

Subtasks have been created and related to the new task automatically from subtasks templates related to the task template applied.