Project Template Activities

The Tasks List tab is used to manage the default tasks to be performed in the given projects. The list can be edited at any time without impacting ongoing projects. Changes will only be reflected in new projects.

The columns provided on this tab are:

• ID – An ordinal number given to the task (this can be used for sorting)
• Predecessor – A number used to identify a dependent task (which will be taken into account when scheduling the task)
• Phase – The Project Phase when the task is required
• Title – A brief identifier given to the task which will be used in the Descriptor
• Description – A longer description of the task to provide clear instructions
• Priority – Relative priority with other tasks
• Duration – The number of working days users will have to complete the task
• Effort – The number of hours a typical user will take to complete the task
• Team – A reference to an object in the Teams workspace that will govern assignments
• Team Leader – Person responsible for assigning the task
• Assignee – Person who will perform the task
• Reviewer – Person who may be requested to review the task before setting it complete

Note that there has to be at least one task per phase. This gets validated when releasing the Project Template using the Workflow action 'Set Active'.