Project plan tasks

You can create the following types of tasks in project plans:

  1. Task (plan-item-task). This is a standard task with a deadline. Such tasks are highlighted in light blue in the plan.
  2. Milestone (plan-item-milestone). This is a milestone created at a point in the project where you need to check the results of tasks completed by this time. When you create an assignment of this type, you only need to specify the start date. In the plan, a milestone is displayed as a purple diamond shape before it is completed and as a green diamond shape if completed.

The plan tasks of the Tasks and Milestones are assigned to their executors after the project plan is published. You can view these tasks:

    • In the Tasks workspace in the Project Tasks section.
    • On the project page on the Project Schedule tab. To do this, hover the cursor over the task name, click the three dots icon, and select Open.
    • On the project page in the All Tasks widget.
  1. Process (plan-item-process). You can select a business process that needs to be launched at a certain step in the project. A task of this type can only be viewed in the project plan. It is displayed as a gray bar if the process has not yet started, and orange if the process has started or already completed. You will see the percentage of the process completion. When the process is completed, the task will be displayed as completed.
     
    When creating a task of the Process type, you need to specify additional data: the context, the business process, the variable, and the process input parameters.
     
    By default, a task of the Process type starts on the date specified on its page. If sequential execution is configured, the process will start only after the previous linked task is completed.
     
    Please note that you can start the process manually at any time. To do that, go to the project plan and open the page of the Process type task. In the Associated process field, click on the Start Process Task from Project Plan Element widget.
  1. Stage Task (plan-item-stage). This type of task is used to group tasks of other types in the plan. Its duration equals the duration of all tasks nested in it. In the plan, it is displayed as a pink bar. A task of this type can only be viewed in the project plan. A stage task is considered completed when all the tasks that it includes are completed.

Please note that the system administrator can change the color for every task type in the project plan.

For information on how to work with project tasks after publishing a plan, see Manage project plan tasks.