Tasks Overview

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The Tasks app combines lean construction planning and scheduling principles with general task management functionality to provide a lightweight work management solution for the projects in your organization. Using the Tasks app, break down project responsibilities into tasks to manage work more effectively, without the overhead or complexity of a traditional CPM schedule. You can optionally align your tasks with your CPM schedule for a more detailed breakdown of the work to be performed.

Task management functionality is supported on multiple pages, each designed and optimized for specific purposes:

• Hand-offs: View a network diagram of the tasks and task milestones in your project and create hand-off relationships between them. Create hand-offs using a table, by drawing lines between tasks, or by group selection.
• Work Plan: Plan tasks in weekly intervals on a virtual planning board. Focus on short-term planning using a planning period task filter and customizing the number of weeks displayed.
• Task List: Manage private and public tasks in a table format. Create named views to customize the display of columns, grouping and sorting options, and task filters. Sequence tasks and create hand-offs using a Gantt view. Use the Task List page at the program level to plan and manage tasks for multiple projects simultaneously.

While each page specializes in a particular area, you can perform the same task management duties on any of them.

Two additional pages provide supporting functionality:

• Constraints: Identify the issues or materials that must be addressed before an associated task can begin.
• Analysis (Analysis, Tasks Analysis Overview): Monitor a variety of real-time metric charts that track task and company performance.

See Understanding Tasks App Concepts to learn about task management in Primavera Cloud. These concepts are used in processes across the pages in the Tasks app.