When you first open "Plan > Tasks" on a project that has no task groups, Cloud creates one for you. It is named after the project's first phase (for example, "Engineering") and is assigned to that phase. You have two options to add tasks.
Rename the task group, check its phase, and add your tasks to it. You can change the name and phase anytime.
Apply a predefined task template that you can create under Settings. This will bring in all the task groups and tasks from the template. You can add or delete tasks and change all their details as needed.
Every task you add to a task group, and all time logged against those tasks, counts toward that group's phase in Time Tracking and Job Costing. Check the group's phase before your team starts logging time. Learn more in Getting started with project tasks.
This article explains how to add tasks to a task group in the project. If you want to apply a task template to the project, check out this article.
Add tasks
To add tasks within a project:
1/ Go to the Project details view of the project, and click "Plan > Tasks."
If the project has no task groups yet, you will see one named after the project's first phase, without any tasks.
2/ Click "Create a new task" in the "New" section.
A new row will be created for the task with a few details.
3/ Add a title for the task and click "Create and open."
This will open the modal with all details of the task.
4/ Fill in the task details modal and define the task.
If you want help understanding the details, check out this article.
5/ Once you are done defining the task, click the "X" on the left of the modal. The task will be saved with all the details you entered.
If you are working on a project where some tasks have been completed and you want to add them to Cloud, you can create tasks under the "Progress" or "Completed" section.
Clone task
If most tasks have the same details and you want to save time by reusing them, you can create duplicate tasks and edit their details.
To create a duplicate task, click the 3-dot menu of a task, click "Duplicate," change the name of the task, and click "Duplicate."
Reorder tasks
If you have not added the tasks in the logical order of scheduling them, you can reorder them within the task group.
To change the order of a task, hover over the 6 dots at the left of the task row, and move the task up or down.
Add more task groups
If you want to build a comprehensive task list for a project, with multiple task groups and tasks, click the "New task group" button in the top right corner. This will add a new group below the existing groups.
Give the new group a name and a phase, and add tasks and details. If you want to save a good list of task groups and tasks as a template for the future, click "Save as task template."
