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 Tasks need to 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?
Click the tasks tab on the work plan. You should see all the tasks that have been added to this work plan already, if any. Then click edit tasks on the top.
An hour input field (blue box) is located on the right-hand side of the existing tasks within the work plan. This is where estimated hours specific to this task and work plan can be entered.
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.
Click done after you enter the hours.
The total hours for all tasks are displayed at the top, with the hours for each individual task shown on the right-hand side of the tasks.
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 8 hours 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.
Click done to finalize this work plan.
