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This lesson shows how to add Default Planning tasks. Setting default planning tasks will save you time when you create projects/assignments in Tracker, as you won't need to add each item manually. ...
This lesson explains how to add a new Planning Phase to a Default task Set. 1. To add a Planning Phase to a default task set, go to Tools & Settings by clicking on your name in the top right corner...
1. Open the project you need to add the new task to. 2. Scroll down to Planning Tasks, and click the green Task button. 3. From here you can add the name of the task, start date, and rates etc. 4...
This lesson explains how to reorder Phases and Tasks. 1. To reorder phases and tasks within a default set, click on your name at the top right corner of the screen. 2. Select Tools & Settings. 3....
This lesson assists with Understanding Task and Phase statuses. 1. Scroll down to the Planning tasks section from within a project or assignment. 2. You will see every task or phase has a statu...
This lesson explains how to bulk update Planning Tasks on as Assignment/Project. 1. Click the tasks you would like to bulk update by selecting this checkbox. 2. Click Action. 3. Update Tasks. 4....
This lesson explains Filtering Tasks in the Planning Tasks list. 1. Within the Planning Tasks section of a project or assignment, you can filter out tasks as needed. 2. Click the Filter button. 3...
This lesson explains how to add new plans to an Assignment or Project. 1. Occasionally you will run into a case where a client may want a specific task applied for their candidates. If this is some...
This lesson explains how to apply a Default Planning Task Set. 1. If you're looking to apply a set of tasks to a project that aren't your default tasks, you can do this using a Project Plan. 2. Se...
This lesson shows you how to view a Plan in Card/List/Gantt format. 1. You can use various types of views within the planning tasks section of a project/assignment record. This includes the List Vi...