Create tasks
In this video, you will learn:
- The long way to create a task in a Workfront project
- A few handy shortcuts for creating tasks
Transcript
Create Tasks. In this video you will learn the long way to create a task in a work front project, and a few handy shortcuts for creating tasks. There鈥檚 a lot to know about using tasks in your project. This tutorial is just about creating tasks. There are several other tutorials that will get into the finer details about using tasks. I鈥檒l start with a simple project where I already added some tasks. Now let鈥檚 add some more. The long way to create a task. The long way to add tasks is with the new task button. It鈥檚 not really that long, but it can be if you need it to be. So for right now we鈥檒l add a name. That鈥檚 a required field. Description is optional but a good idea. Other things like the duration. Most of the time when you鈥檙e first building out a project, you don鈥檛 know all those things. If you do, go ahead and put them in. But there鈥檚 plenty of time to do that later. If you want to get into the additional options, you can click on more options here. And now we鈥檝e got some basic information. The status is new to start with by default. There are no more required fields, just the task name. So all these others are optional and can be added as you need them. There鈥檚 a lot of tutorials, like I said, that will get into more details about other fields here. But we鈥檒l just scroll past them so you鈥檒l see how long this is. And then we can click on create task when we鈥檙e ready to create it. We successfully created the task and it adds it to the bottom of the list. And from here we can move it up to another place if we want to. Just click and drag and we can move it up and if we hesitate a little bit, then you see how that task four became highlighted. If I let go now, what I was telling Workfront is that I want this to be a subtask of task four. If I didn鈥檛 want it to be a subtask of task four and I just was dwelling there a little longer than I realized and suddenly it became a subtask. Then I can easily make it not a subtask by clicking Outdent. Now I鈥檝e brought it back to the same level as the other tasks. What I really wanted to do was put it up at the top, so I鈥檓 going to do that again. And there we go. We can reposition any tasks that way. Okay, now for some handy shortcuts. There鈥檚 an add more tasks button here at the bottom. I can click that and the easy thing about this is it brings me right to the task name, which is the required field, and I can type in the task name. Now if I just hit enter here, I鈥檓 brought to a place where I can add another task. If I want to tab over, I can make my assignment right here. I can add any other things that I might want to. I can click down on this area to save it. So using inline edit is great help to quickly put in tasks. The fields that are available here, the task name, assignments, these are all of course only a few of the fields that we saw in the new task button. So there鈥檚 a bunch of different views that show different fields depending on kind of what you want to put in here or what you want to see in your view and also what you want to have available to you when you鈥檙e adding new tasks. Suppose I wanted to add a description field when I was adding new tasks. I would choose a different view here that has a description field in it. Additional information. And then as I鈥檓 adding tasks, or even after I鈥檝e added the task, I can quickly go in here and put in a description. Now when I add tasks with the add more task button, you notice that they all go at the bottom here. So again, I can click and drag them up to another place if I want to. Now if I want to put a task in a certain position to start with, I can always go to the place I want to put it in. Let鈥檚 say I want to put a new task between task five and task six. I can right click here. It selects that when I do. And then I can choose insert task below. Now I鈥檝e got that other task. Can hit enter to save it. And it鈥檒l keep adding more tasks until I decide that I鈥檓 done. So that鈥檚 the basics of creating tasks.
Recommended tutorials on this topic
recommendation-more-help
c9fbcf61-6d19-481e-a9ab-f54a0ae0ee8a