Assign tasks from the project plan
In this step, you will learn how to efficiently assign tasks within a project plan using various methods and tools. You will explore techniques such as Inline Edit, Bulk Edit, and the use of job roles to streamline task assignments. Additionally, you will understand how to assign tasks to teams, enhancing collaboration and resource management. By the end of this step, you will be equipped to optimize project workflows and ensure tasks are assigned to the right individuals or teams.
Key takeaways
- Inline Editing for Quick Assignments: Easily assign tasks by typing a name and selecting from a list, with type-ahead functionality for faster selection.
- Bulk Editing for Efficiency: Assign multiple tasks to the same person by selecting tasks, using bulk edit, and choosing the name from the list.
- Job Roles for Streamlined Assignments: Use job roles to facilitate task assignments, especially with project templates. Job roles are recorded separately for resource management and capacity planning.
- Team Assignments for Collaboration: Assign tasks to teams by selecting the team name, visible with a team icon. Team members can self-assign tasks or team leads can reassign them, while retaining the team name for reporting.
- Resource Management Integration: Job roles and team assignments support resource capacity and availability calculations, enhancing project planning and execution.
Next, you will learn how to take a project live by changing its status and ensuring all project elements are accurately set.