Task Plan Overview

Task Plan Overview Video

Add a task plan to the Work Plan page to help your project team visualize tasks and related activities that need to be accomplished throughout your project's lifecycle by arranging task cards on the planning board using swimlanes. When you add a task plan, you can identify swimlane categories that organize task cards by assigned user, company, activity code, task code, or Work Breakdown Structure (WBS). This will help your team more easily identify responsibilities and use the most efficient workload distribution during the planning phase. You can create multiple task plans and share them with your team, then manage their details as your project evolves. The name of the open task plan displays above the planning board, which is especially useful for teams working with several task plans.

Associate swimlanes with a task plan when you add the task plan on the Work Plan page from the Actions  menu in the top toolbar. Enable full display of task cards with activities in swimlanes by selecting  Tasks and Activities, or select  Tasks Only to view only basic task cards in swimlanes on the planning board.

Note: You must have Configure Task Plan privileges enabled in Project permissions to add, edit or delete task plans.