How to associate tasks to a Work Plan?
On the tasks tab, click edit tasks
Select the existing Tasks to add by clicking the + button on the task or click +Add Task to create a new Task to add to the Work Plan.
The newly created task will be automatically assigned to the assignee of this work plan.
The Tasks must be in the same Phase to be added to the Work Plan. If they are not, they will be moved here from another Phase.
Estimate hours can be entered on the Tasks, which can then be used as the total hours for the Work Plan. If Task Hours are not intended to be used for the Work Plan, this field can be left blank.
Click Add on the top when you are done selecting the tasks.
The Tasks will be displayed under the Tasks tab in the Work Plan. If estimated hours have been entered for the Tasks, the total estimated hours for all tasks within this Work Plan will also be visible.
A single task can be associated with multiple Work Plans, with different estimated hours entered for each Work Plan.
How to use task hours for work plans?
When opening a work plan modal, whether new or existing, a checkbox for "Use Task Hours" appears at the bottom left and on the Tasks tab. Any tasks already added to the work plan are also displayed on the Tasks tab.
Make sure there are hours entered for each Task in the hour input field (blue box), located on the right-hand side of the task. Adjust the hours if needed.
It may also be noted that some tasks already display estimated hours (red box). These represent the total estimated hours for the tasks, as a single task can be associated with multiple work plans, each with varying amounts of hours allocated.
To enable the use of the total task hours for this work plan, select the "Use Task Hours" checkbox.
You can see now the total hours on the work plan become 50 hours with a lock and we are indicating that the work plan is using task hours.
The hours per day and percentage workday fields will be updated automatically based on the total hours and number of workdays.
To finalize the work plan, click Create at the top for a new work plan or Done if editing an existing one.
Task Three-Dot Menu
Click on the three-dot on the task, a menu will show with options to:
Mark Completed: Mark this task as completed.
Match Work Plan Dates: Make the dates on the task match the Work Plan dates.
Start Timer: Start a Timer on this Task.
Remove from Plan: Disassociate the Task from this Work Plan.
Delete Task: Delete this Task.
