Create a project task from a project

You can create tasks from the Project form. The fields display when the Project Portfolio Suite is active and the Project form is in the Basic view. Configure the form to see these fields.

Before you begin

Role required: it_project_manager

Procedure

  1. Navigate to Project > Projects > All.
  2. Select the project from the list.
  3. In the Project Tasks related list, click New.
  4. Fill out the form fields (see table).
  5. Select a user resource for this task in the Assigned to field. The following conditions apply:
    • If an assignment group is defined, only users in that assignment group appear in the lookup list.
    • If skills are defined, only users with those skills appear in the lookup list.
    • If no assignment groups or skills are defined, only users with one of the Project Management application user roles appear in the lookup list.
  6. Click Submit.

Result

The new task appears in the Project Task related list on the Project form. If time cards are in use, clicking Submit creates a time card for the resource.
Table 1. Project Task form
Field Description
Short description [Required] A brief description of the project task.
Number A system generated with a configurable prefix.
State The current state of the project. The states include: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, Closed Skipped.
Time constraint When the project task begins:
  • Start ASAP: the task starts as soon as possible as determined by the relationships and dependencies.
  • Start on Specific Date: the task starts on a date that you specify. If you select this option, the Planned Start Date field becomes editable.
Planned start date The estimated date and time for the project task to start. You can edit this date when the Time constraint is Start on Specific Date.
Planned end date The estimated date and time for the project task to end.
Planned duration The estimated length of time (from start time to end time) of the project task.
Percent complete The percentage of the work that has been completed for the project task.
Assignment group The group assigned to the project task.
Assigned to The user assigned to the project task.
Actual start date The date that the project task began. If the project task has not been started, this field is modifiable. When the project task starts, this field becomes read only.
Actual end date The date that the project task ended. If the project task has not been started, this field is modifiable. When the project task completes, this field becomes read only.
Dependencies The successor task of the current task if the tasks are in a relationship.
Dependency The dependency value if the task is a successor task in a dependency. See Predecessor dependencies in the planning console for a description of what you see in this column.
Description A detailed description of the project task.
Activity / Work notes / Additional comments Information about the milestones, impediments, or changes as the project progresses. Enter the notes or comments in the Activity field and click Additional comments or Work notes. The text appears in the feed.

What to do next

For best practices, add the Percentage complete field to the Project Task form if it is not already present on the form. This field tracks how much work has been completed on the task.

The value in this 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 value 100 is put in the Percentage complete field.

This field visually displays in the Gantt chart for parent tasks as a light-colored bar (the part of the task that is complete). It 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. Clicking a dependency takes you to that record.