Add a Task or Task Milestone to a Pull Plan on the Planning Board

Add a task to represent work in a pull plan. Add a task milestone to mark a significant point in the planned sequence. For example, a concrete foreman can add a task for placing reinforcing steel and a task milestone for completing the slab pour.

A pull plan can contain a maximum of 5,000 tasks and task milestones across the Planning Board and Parking Lot.

To add a task or task milestone to a pull plan on the Planning Board:

1. In the object selector, select Project, select View Projects List, and then select a project name.
2. From the Main Menu, select Tasks, and then select Pull Plans.
3. Select an In Planning pull plan to open its Planning Board.
4. Add a task or task milestone using one of the following methods:
   1. On the toolbar:
      1. On the Planning Board toolbar, select +.
      2. Select Task or Task Milestone to open the Add Task panel.
      3. In the Add Task panel, complete the following fields, as applicable:
         • Task Name or Task Milestone Name: The name of the task or task milestone. You can add up to 255 characters.
         • Company: The company responsible for performing the task. If you have only the Add task for My company privilege, the Company field is disabled; otherwise, the Company field defaults to your company.
         • Duration: The planned number of days required to complete the task. This field defaults to 1 day.
         • Crew Size: The number of workers needed to complete the task. This field is blank by default.
         • What I Need: Information about the materials, resources, or conditions needed to begin the task. You can add up to 255 characters.
      1. Code: A task code value used to classify the task. This field retains the value selected most recently during the current sign-in session. Note This field is available only when the project uses a task code for color coding.
5. Select Add.
6. Select Add and Add Another to create additional tasks.
7. On an empty area of the Planning Board:
   1. Double-click or right-click an empty area of the board and select Add Task. To add a task milestone, double-click or right-click an empty area in the milestone area at the top of the board and select Add Task Milestone.
   2. Enter a name and any other applicable details, then select Add. A task snaps to the selected column; a task milestone snaps to the selected column line. You cannot add an ordinary task from the milestone area.
8. On an existing task or task milestone:
   1. Right-click the task or task milestone and select Add Task Before or Add Task After.
   2. Enter the task or task milestone details, then select Add.