Create a project task from a project

Create tasks from the project form to break down project objectives into manageable units of work.

Before you begin

Role required: it_project_manager

Procedure

1. Navigate to All > Project > Projects > All.
2. Select the project from the list.
3. In the Project Tasks related list, select New.
4. On the form, fill in the fields.
   For more information on project task form, see Project task form.
5. Select Submit.

Result

The new task appears in the Project Task related list on the Project form. If time cards are in use, the application creates a time card for the resource.

What to do next

The value in the Percent complete field is related to the State field in the v3 application. If you change the percentage complete from 0 to any other value, the state of the task changes to Work in progress when you save or update the record. Likewise, if you change the state of the task to Closed complete, the Percent complete field is set to 100 and becomes read-only.

If you change the state of a project task from Work in progress to Closed Skipped or Closed Incomplete, the Percent complete field retains the current value and becomes read-only.

The Percent complete field appears in the Gantt chart for parent tasks as a light-colored bar (the part of the task that is complete). The bar overlaps the darker, underlying bar (the full task). For example, a Demo project is 5.41% complete as shown in a pop-up window. The Phase 1 task is about 50% complete (not shown in the pop-up window).

The Project Tasks list and the Project Tasks related list on the Project form include a Dependency field. Any dependencies for a task, such as a parent task, are displayed in this field. Click a dependency record. See Predecessor dependencies in the planning console for a description of what you see in this column.

• Create a task from an incident, problem, or change request
  You can create a new project task from the Project Task related list on the Incident, Problem, and Change Request forms. The tasks you create from these forms makes the project task a child of the incident, problem, or change, rather than a project.
• Create tasks from project task creator
  Use the project task creator to create multiple tasks at once.
• Insert a row into the project tasks list
  You can create a new project task from the Project Task related list on the Project form. Administrators must enable this task-creation feature.
• Copy an existing task or project
  Save time when building a project by copying tasks from other projects.
• Create a task from a project task template
  You can save a project task as a template and reuse it when creating a task.
• View default project and project task state categories
  View category information for the default project and project task states. In the base system, the states in project and project task inherit the states in Task table.
• Link change requests to a project task
  Link change requests to tasks on the Project Task form. You can link change requests only to project tasks that have no child tasks.
• Accept or reject project task notifications
  Approve or reject the changes in a notification for an external soft dependency.
• Use a project task checklist
  You can create a checklist in a project task to track items that must be completed in the task.

Related concepts

• Create and manage waterfall projects
• Costing add-on in Project Management

Related tasks

• Create a parent-child relationship on the Project Task form
• Create a monetary benefit plan for a project
• Create a non-monetary benefit plan for a project
• Associate monetary and non-monetary benefit plans
• Create a project cost plan
• Recalculating costs of all resource plans in a project
• Create an expense line
• Update a project
• Copy a project
• Assign a project schedule
• Create baseline of a project
• Create a milestone
• Activate project task email notifications
• Change the planned start date of a project
• Create a cost type definition
• Generate labor costs
• Create a project status report
• Allocate budget to a project
• Migrate budget of active projects to Next Experience
• Migrate financial baselines of projects to Next Experience