From the Tasks page navigate to the Task Plan tab.
Any existing task plans will be viewable from this page.
To add a new task plan, select +Add Task Plan
Give the new Task Plan a title as well as a Description.
To add tasks to your task plan select Add Task Template. This will bring up the task creation modal.
Select if the task is Internal (for within your organization) or External (to be assigned to a client user)
Create a Custom task or select a preconfigured task from the list based on the task type & category selection.
Upload a file (if applicable). If creating a Custom task, select the Stage. This will be prefilled for preconfigured tasks.
If there is a target completion date after task creation (ex: 7 days) then enter 7 as the Due Days and this will calculate a target Due Date when the task is generated. See View/Generate task for example.
Refer to Task Manager How to Guide for more information on setting recurrences on tasks.
Add a Description (optional) & Create
Repeat the steps above until all tasks have been added to the task plan.
Once all tasks have been added Save Changes
The Task Plan has now been created.
Select the +/- to expand or collapse the task plan.
To Edit an existing Task Plan select Edit.
From Edit you can add additional tasks, edit existing tasks, delete a task from the plan or delete the plan.
When you’re ready to generate a task plan select View / Generate
To Generate the Plan, first select the Client
Select Assignees for Individual Tasks
If a Task is External, Assignee selection options will be Client Users.
Select an Assignee for all Tasks in Task Plan.
Adjust Individual Task Priority (if needed).
Set Individual Task Due Date
If a task Due Days have been entered a suggested Due Date will be populated for that task. You can adjust this date.
Once all the details for the Individual Tasks have been added. Submit to generate all the tasks from the Task Plan.
All Tasks Generated
Assignees will be notified of their newly assigned task(s).
Updated 29 days ago