Working with Waterfall Plan Tasks - Adding New Project Tasks

This article will help Project Managers and Project Team Members to add, configure, edit and update waterfall plan tasks using the Projects application in TDNext.

Overview

Step-by-step guidance for using all of the features available with "waterfall" plan tasks.

Instructions

To add a new TASK to a plan 

1. Navigate to TDNext > Applications > Projects.
2. Click on the project name in the left navigation to expand it.
3. Click Plans in the sub navigation.
4. In the plan list, click the Title of the waterfall plan.
5. On the right side of the plan toolbar, click Check Out.
6. In the Title column, click in a cell and add a title for the task.
7. Enter a Start Date if you know when you will begin the task. Or enter an End Date if you know when you need to finish by.
8. Enter the Duration as an estimated number of days or weeks the task will take.
9. In the Predecessor column, enter the row number for any task that must be completed before this one can begin.
10. Set a Priority and enter Estimated Hours.
11. Double-click the empty Resources field to open a dropdown list of the project’s resources.
12. Select one or more resources to be assigned to the task.
13. Click Check In to stop editing and make the plan available to others

To create a project MILESTONE:

1. Open the desired plan and click Check Out.
2. Add the task to the plan.
3. Click the task Title field or the entire task row so that it is highlighted.
4. Click the Milestone button in the toolbar.