How to make a new task in PlanyDo?

September 8, 2019

Name:
The name of the new task that will be shown in all task lists and Gantt-charts

Description:
Additional notes or explanations about the task

Duration hour and minute:
The duration of the new task, that can be just a few short minutes or to be set for long hours.
Note that longer tasks should be set in terms of hours. The duration of each task is being determined by considering the speed of each member in the studio, for example, a team member who has less speed of others will take a longer time to finish the task. For some tasks that do not require team member’s speed, (such as attending an exhibition), the speed can be disabled from the coming settings.

Priority:
If a task has a particular priority, the degree of that priority can define by this option in Low, Normal or High degrees.
By prioritizing, PlanyDo can arrange tasks considering the value of them. For more precise valuation, the dead-line can also be added.

Percentage of task’s progress:
If some percentage of the task has been done, you can set it.
After adding the new task, during the progress and complement of the task, this percentage can be changed by the concerned person.

Working on it:
Each team member informs PlanyDo and project managers which specific task they are working on, by selecting this option (there is also another easier place to set it). With this option, PlanyDo can archive the activity histories of the member to calculate their efficiency.

Required Skills:
The skills needed to do this new task. PlanyDo assigns different tasks to the different members, according to the task’s required skills.So PlanyDo selects the members who have the required skills and then chooses the most suitable and available of them for the task. Note that these skills must be pre-defined (in the personnel section) for all personnel. To learn how to add skills, see linked post.

Required Tasks:
Most of the tasks need prerequisites. In some cases, it needs some tasks to complete, so that new tasks can begin. By specifying the prerequisites for each task, PlanyDo sets the final schedule based on them. Note that adding required tasks is not mandatory and also more than one required task can also be added for each task. Thus, PlanyDo considers the completion date of all the required tasks, as the start time of the new task.

Advanced:

Delay:
Allows you to delay the start of a task according to the requirements of that task.
If a new task is to be performed within a certain time interval of its prerequisites, the amount of this positive or negative required delay to perform, can be defined for a few hours before or after the end of the prerequisite task.

Deadline Date:
This date shows the deadline for completing a task and the date which the task must be completed before it. This delay can be used to define the miles of specific milestone in the project or project phasing. If the tasks have deadlines, The software tries as much as possible to provide the best possible schedule to prevent missing the deadlines.

Tag:
This feature is used to categorize different tasks. Tasks that are somehow related to each other can be defined under the same tags for ease of access and display to be displayed on the project page, categorized with the same tags.

Task’s Duration Type:


In PlanyDo by default, tasks set depending on the users speeds. For jobs that have a fixed time ( e.g. attendance at an exhibition), and differences in personnel do not change the time the task is performed, the fixed time option can be used. So then PlanyDo will not apply users speed to the task plannings.

Include / Exclude:
When PlanyDo assigns each of the tasks to the personnel, considers the required expertise and then lists the persons who have that expertise, to assign the task to the best person possible. Sometimes we need to assign a specific task to a specific person or to prevent certain tasks from being assigned to certain users. Then we can specify these special people by including or excluding them.

Set Task Type

Is Fillable:
If a task can be split into pieces to accommodate between other tasks (E.g., translating a book that can be fragmented and accommodate between free times), select this option.

Is Switchable:
This option can be enabled if a task started by one person can be continued by another person. In this case, PlanyDo does not limit the task started by one person to that person and in the next planning, may choose another appropriate person for the task.

Set Default:
The position of a task is being located due to all other conditions of the project and the personnel and requirements of this task. Most of the time the “Default” is the best choice.

Set Fixed date:
If a particular task must be set at a specific time and does not need to be conform to other conditions(E.g., the date of a special meeting or the date of an exhibition), by selecting this option you will see detailed calendar field, where you can set the relevant date and time.

Set begin date:
If a task can be started after a specific date, by selecting this option you can set the intended date. By doing so, PlanyDo searches for the best date to set that task.

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