Manage Hand-offs Between Pull Plan Tasks on the Planning Board

Manage hand-offs on the Planning Board to keep the pull plan aligned with the team’s work sequence. You can edit a hand-off, remove a hand-off that is no longer needed, and use Hand-offs Mode to view hand-offs on the board. Your Hand-offs Mode selection saves to the current view.

Note You can manage hand-offs only in an In Planning pull plan. If a live session is active, select Join Live Session before making changes. Hand-off actions are disabled for Approved plans and unavailable for Released to Work Plan plans.

To manage hand-offs between pull plan tasks 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. On the Pull Plans page, select an In Planning pull plan and open its Planning Board.
  4. Manage hand-offs in one of the following ways:
    1. Edit a hand-off:
      1. On the Planning Board, right-click a task or a task milestone, and then select Edit Task or Edit Task Milestone.
      2. In the Edit Task panel, select the Hand-offs tab.
      3. Select the hand-off to edit. The related task is identified by task name.
      4. Update the details for the related task or task milestone, or change the hand-off type.
      5. Select Update.
    2. Remove a hand-off:
      1. On the Planning Board, right-click a task, task milestone, or a hand-off line.
      2. In the right-click menu, select Remove Hand-off.
    3. Remove multiple hand-offs:
      1. On the Planning Board, press Ctrl and select the hand-off lines that you want to remove.
      2. Right-click the selection, and in the right-click menu, select Remove Hand-off.
  5. At the top of the Planning Board, toggle Hand-offs Mode: On to view task cards with their hand-offs displayed.

Note Keep the following information in mind when you manage hand-offs:

  • In the Edit Task panel, the Hand-off tab Type list shows only the hand-off types that are valid for the selected predecessor and successor.
  • Pull plans support Finish-to-Start, Start-to-Start, and Finish-to-Finish hand-offs.
  • Pull plans do not support lag, circular hand-offs, duplicate hand-offs, redundant hand-offs, or unsupported milestone hand-offs.

Tip

  • When Highlight Longest Path is selected, you cannot add or delete hand-offs. Turning on longest-path highlighting turns off Hand-offs Mode and disables it until you clear longest-path highlighting.