Task Groups

A Task Group allows an optional set of tasks to appear on a Project schedule under certain conditions.

Add a Task Group

1. Navigate to the desired schedule template.

2. Click the Task Groups tab.

3. Click Add Task Group.

   The section expands to display a form.

4. In the new section that appears, enter a Name (required), and a description. The name should not include any punctuation characters.

5. Click Submit when finished.

Edit Task Groups

1. Navigate to the desired schedule template.

2. Click the Task Groups tab.

3. Click the menu stacks button next to the desired Task Group and click Edit.

   The section expands to display a form.

4. Make any necessary changes.

5. When complete, click Submit.

Add, edit, and remove tasks

You can manage a Task Group by adding and editing tasks.

1. Navigate to the desired schedule template.

2. Click the Task Groups tab.

3. Click the menu stacks button next to the desired Task Group.

   Then, click Manage.

   A new window appears.

4. Using the Unit drop-down menu, select an organization unit where the Task Group applies.

5. Click Add Tasks.

   A new window appears.

6. Select the check box next to each desired task.

7. Enter a number of days in the Duration field for each desired task.

8. When complete, click Save.

   The window automatically closes.

9. Click Save in the Tasks section.

10. When complete, click Close.

11. Select the Unit from the drop-down menu.

12. You must click Save to activate the customization.

    The Add Tasks button appears.

13. Click Add Tasks.

    Another window appears.

14. Select the task by clicking on the check box.

15. Enter a Duration amount.

16. Click Save.

    The new task appears in the previous window. You see the option to remove any tasks in the far right column.

17. Click Close, in the upper right corner, to exit the window.