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Difference between revisions of "Create a task"

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{|
 
{|
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| [[Task management system|'''''>> Back To TMS Help Center Main page''''']]       ||                                                                                      [[Tasks|'''''>> Tasks''''']]
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| [[TMS-VERSION 2|'''''>> Back To TMS-VERSION 2''''']]       ||                                                                                      [[Tasks|'''''>> Tasks''''']]
 
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|}
  
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[[File:D1.PNG|750px]]
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[[File:M4.PNG]]
  
  
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[[File:S1.PNG|1350px]]
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[[File:TMS9.PNG]]
  
  
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[[File:TMS10.PNG]]
  
  
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[[File:S3.PNG|1350px]]
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[[File:TMS11.PNG]]
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 +
 
 +
'''Create Task Video'''
 +
 
 +
[[File:Create task.gif]]
 +
 
  
 
==''' Assign a task''' ==                   
 
==''' Assign a task''' ==                   
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----
 
----
  
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[[File:D5.PNG|750px]]
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[[File:M5.PNG]]
  
  
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[[File:S11.PNG|1350px]]
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[[File:TMS12.PNG]]
  
  
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*Select the user from the list  
 
*Select the user from the list  
  
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[[File:S12.PNG|1350px]]
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[[File:TMS13.PNG]]
  
  
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[[File:S13.PNG|1350px]]
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[[File:TMS14.PNG]]
 +
 
 +
'''Assigning a task Video'''
 +
 
 +
[[File:Add Assignee.gif]]
  
 
==''' Schedule a task''' ==
 
==''' Schedule a task''' ==
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[[File:D6.PNG|750px]]
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[[File:M6.PNG]]
  
  
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[[File:S14.PNG|1350px]]
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[[File:TMS15.PNG]]
  
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*Milestone, to schedule the task with only a due date  
+
*Milestone, to schedule the task with only a due date. Backlogged, to schedule the task with only the duration without the exact date and Other options are tomorrow, today and custom date.  
−
*Backlogged, to schedule the task with only the duration without the exact date
+
−
*Other options are tomorrow, today and custom date.  
+
  
 
*Select the any one of the tab, then select the duration for the task
 
*Select the any one of the tab, then select the duration for the task
−
[[File:S15.PNG|850px]]
 
  
  
−
*Task will be include only the weekdays if, we need to schedule the task in weekend days we can select "Work on weekends" option, After scheduling click on '''"Ok"''' Button
+
[[File:TMS16.PNG]]
 +
 
 +
 
 +
*Task will be include only the weekdays if, we need to schedule the task in weekend days we can  
 +
      select "Work on weekends" option, After scheduling click on '''"Ok"''' Button
  
  
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[[File:S16.PNG|650px]]
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[[File:TMS17.PNG]]
  
  
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[[File:S17.PNG|1350px]]
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[[File:TMS18.PNG]]
 +
 
 +
'''Task Scheduling Video'''
 +
 
 +
[[File:Schedule task.gif]]
  
 
==''' Set the task status''' ==
 
==''' Set the task status''' ==
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----
 
----
  
−
[[File:12.PNG|750px]]
+
[[File:M7.PNG]]
  
  
  
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*To set the task’s status, click on the task
+
*To set the task’s status, click on the task in list view, task pane gets open in third pane
  
  
−
[[File:F22.PNG|1020px]]
+
[[File:TMS19.PNG]]
  
  
 +
*If task is completed we can change the status as completed, To postpond the task choose deferred status, to cancelled the task choose cancelled status
 +
<br>
 
*Choose active, completed, deferred or cancelled from the drop-down menu as shown below
 
*Choose active, completed, deferred or cancelled from the drop-down menu as shown below
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*The “deferred” status can be useful for postponed or blocked activities, which you do not want to cancel, just put them on hold. Any type of task (planned,
 
−
backlogged, or milestone)can be set to deferred.
 
−
 
  
−
[[File:F23.PNG|1020px]]
+
[[File:TMS20.PNG]]
  
  
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*If the task is done and you want to mark it as complete in one click, select the check box and proceed to the next task
+
*We can also make a task as completed status by single click on the check box, which is shown below
  
  
−
[[File:F24.PNG|1020px]]
+
[[File:TMS21.PNG]]
  
  
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[[File:F25.PNG|1020px]]
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[[File:TMS22.PNG]]
 +
 
 +
'''Task status change Video '''
 +
 
 +
[[File:Status change.gif]]
  
 
==''' Tag a task (organize tasks into folders)''' ==
 
==''' Tag a task (organize tasks into folders)''' ==
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[[File:13.PNG|750px]]
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[[File:M8.PNG]]
  
  
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−
[[File:T1.PNG|1020px]]
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[[File:TMS19.PNG]]
  
  
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*After clicking the task, Then click on “+” icon button right under the task title  
+
*Task pane gets open, Then click on “+” (Add to Folder) icon button right under the task title which is shown below
  
  
−
[[File:F26.PNG|1020px]]
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[[File:TMS23.PNG]]
  
  
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[[File:F27.PNG|1020px]]
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[[File:TMS24.PNG]]
  
  
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* After you click on the folder title, the task will be included in this folder and shared with the people with whom this folder is shared
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*Click on the folder title display under the list, the task will be included in that folder and Displays to other users if that folder is shared
  
  
−
[[File:F28.PNG|1020px]]
+
[[File:TMS25.PNG]]
  
  
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*To tag a task, just drag the necessary folder from the folder tree onto a task. The task also gets included in this folder. To tag multiple tasks,
 
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&nbsp;&nbsp;&nbsp;&nbsp;select them in the “List” view by checking the boxes on the left of the tasks, then drag a folder-tag from the folder tree onto a task list.
 
  
 +
*Simply you can tag the folder by dragging the folder from left pane (Tree structure) into the task list view pane. To tag a multiple tasks, select all the task in list view by checking the boxes which is present near to 
 +
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;task title (when hovering the mouse displays the check box), then drag a folder tree onto a task list view
  
−
[[File:F29.PNG|1020px]]
+
 
 +
[[File:TMS26.PNG]]
 +
 
 +
'''Tagging Tasks Into Folder Video '''
 +
 
 +
[[File:Organize tasks.gif]]
  
 
==''' Share a task'''==
 
==''' Share a task'''==
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−
[[File:14.PNG|750px]]
+
[[File:M9.PNG]]
  
  
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*By default, the task is shared with its author, current responsible party, past responsible party and the people with whom the parent folders of the task are shared. Click on task in list view pane
+
*By default task will will be shared to author, click on task in list view pane, task gets open in thrid pane
  
  
−
[[File:F30.PNG|1020px]]
+
[[File:TMS19.PNG]]
  
  
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*Click on “Shared with N people” to see all the team members with whom the task is shared.You can share a task with more team members. Choose as many names as you need from the drop-down menu.
+
*Click on “Shared with N people”, Select the user from the list
  
  
−
[[File:F31.PNG|1020px]]
+
[[File:TMS27.PNG]]
  
  
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−
[[File:F32.PNG|1020px]]
+
[[File:TMS28.PNG]]
  
  
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*If the right name is not in the drop-down menu, you can invite that person to join TMS and grant him or her a license. enter the User mail id and then click  on '''"Invite"''',  
+
*If the user name is not present in the drop-down list, you can invite that person directly from sharing. enter the User mail id and then click  on '''"Invite"''',  
 
&nbsp;&nbsp;&nbsp;&nbsp;Appropriate user will get invitation mail, after accepting task will get display to the user
 
&nbsp;&nbsp;&nbsp;&nbsp;Appropriate user will get invitation mail, after accepting task will get display to the user
  
  
−
[[File:F33.PNG|1020px]]
+
[[File:TMS29.PNG]]
 +
 
 +
'''Task Sharing Video'''
 +
 
 +
[[File:Task sharing.gif]]
  
 
==''' Follow a task''' ==
 
==''' Follow a task''' ==
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−
[[File:15.PNG|650px]]
+
[[File:M10.PNG]]
  
  
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*To subscribe to a task, click on the “Follow” button in the task description and select the user from the list
+
*Open the task, then click on the follow icon, select the user as followers
  
  
−
[[File:F34.PNG|1020px]]
+
[[File:TMS30.PNG]]
  
  
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[[File:F35.PNG|1020px]]
+
[[File:TMS31.PNG]]
 +
 
 +
''' Follow Task Video'''
 +
 
 +
[[File:Follow Task.gif]]
  
 
==''' Cross-link tasks''' ==
 
==''' Cross-link tasks''' ==
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−
[[File:16.PNG|750px]]
+
[[File:M11.PNG]]
  
  
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*Click on the “Permalink” button in the right upper corner of the task view. The URL to the task will pop up, highlighted for easy copy/paste.
+
*Click on the task in list view
  
  
−
[[File:F36.PNG|1020px]]
+
[[File:TMS19.PNG]]
  
  
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*Copy the link to the task
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*Then Click on the “Permalink” icon.
  
  
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[[File:F37.PNG|1020px]]
+
[[File:TMS32.PNG]]
  
  
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*You can insert the link in the description of other tasks or folders. The link will be automatically converted into the underlined task title
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*The pop up displays the URL to copy the link. Now Copy the link
  
  
−
[[File:F38.PNG|1020px]]
+
[[File:TMS33.PNG]]
  
  
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*After clicking comment icon, The link will be automatically converted into the underlined task title which is shown in below screen
+
*You can insert the link in the description of other tasks or folders. Now paste the link in comment field then click on comment icon to post the comment
 +
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
  
  
−
[[File:F39.PNG|1020px]]
+
[[File:TMS34.PNG]]
 +
 
 +
 
 +
*After clicking comment icon, The link will be automatically converted into the underlined task title which is shown in below. On clicking the task
 +
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;title will show the task page
 +
 
 +
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Note: In TMS will display the link only. This is mock up screen shot which is shown below
 +
 
 +
[[File:TMS35.PNG]]
  
 
==''' Checklists''' ==
 
==''' Checklists''' ==
−
Note: This option is not available in TMS, flow as per wrike
 
  
−
[[File:17.PNG|850px]]
+
*Note: This option is not available in TMS, shown the mock up screen
 +
 
 +
[[File:M12.PNG]]
 +
 
 +
*Click on the checklist icon which is in formatting panel, check box will get display which is shown in below screen
 +
 
 +
 
 +
[[File:TMS433.PNG]]
 +
 
 +
 
 +
*Enter the descrition, then hit enter key for next check box and we can select the check box which is shown in below image
 +
 
 +
 
 +
[[File:TMS434.PNG]]
  
 
==''' Print a task''' ==
 
==''' Print a task''' ==
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[[File:18.PNG|850px]]
+
 
 +
[[File:M13.PNG]]
 +
 
  
  
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−
[[File:T1.PNG|1020px]]
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[[File:TMS19.PNG]]
  
  
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*Click on the “Menu” button (the one with three dots). Click on the '''Print''' option. A new browser tab will open with the standard print menu allowing you
+
*Task pane gets open, Click on the “Menu” button in task pane. Then click on the '''Print''' option. A new browser tab will open  
−
to print out the document or save it as a PDF or other preferred file type.
+
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;with the predefined print menu options
  
  
−
[[File:F40.PNG|1020px]]
+
 
 +
[[File:TMS36.PNG]]
 +
 
 +
'''Print Task Video'''
 +
 
 +
[[File:Print task.gif]]
  
 
==''' Add dependencies to a task''' ==
 
==''' Add dependencies to a task''' ==
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−
[[File:19.PNG|850px]]
+
[[File:M14.PNG]]
 +
 
 +
 
 +
*Click on the task in list view
 +
 
 +
 
 +
[[File:TMS19.PNG]]
 +
 
 +
 
 +
 
 +
*Task pane gets open, To add dependencies to task, click on "Add dependency"
 +
 
 +
 
 +
[[File:TMS37.PNG]]
 +
 
 +
 
 +
*We can add previous and next task as dependency, now we search for next task to add dependency click on add button then
 +
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;enter the task name in search box(same for adding a previous task) and then click on the searched task to add. Dependency task
 +
will get added
 +
 
 +
 
 +
 
 +
[[File:TMS38.PNG]]
  
  
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*To add dependencies to task [[File:C1.PNG|25px]], simply add a previous task [[File:C2.PNG|25px]].
+
*Dependency task will get added
  
  
−
[[File:F41.PNG|950px]]
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[[File:TMS39.PNG]]
  
  
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*Search for the next task [[File:C3.PNG|25px]]., and choose the type of dependency [[File:C4.PNG|25px]].
+
*Then we can choose the type of dependency. Also draw dependencies on the Timeline page
  
  
−
[[File:F42.PNG|950px]]
+
[[File:TMS40.PNG]]

Latest revision as of 04:20, 13 April 2015

>> Back To TMS-VERSION 2     >> Tasks


Follow the steps to Create a new task


M4.PNG


  • To create a new task, you need to click on the folder in left hand pane.


TMS9.PNG


  • Click on "+New Task" line in list view pane or "+" icon left top header, and enter the task name


TMS10.PNG


  • Enter the task name, After entering task will get appears in third pane (i.e. Task pane)


TMS11.PNG


Create Task Video

Create task.gif


Assign a task

M5.PNG


  • User can assign the task by Clicking on task in list view pane. Task get appears
  • Click on "Add Assignee" in task pane


TMS12.PNG


  • Enter the mail id or username to assign, displays the list of searched username to select the assignee.Searched user is not found in the list means we can directly invite the user by clicking "Invite" option in the list,

     appropriate user will get invited, once they accept the invitation

  • Select the user from the list

TMS13.PNG


  • Assigned user will get display as shown in below


TMS14.PNG

Assigning a task Video

Add Assignee.gif

Schedule a task


M6.PNG


  • Click on Date Picker to schedule the date


TMS15.PNG

  • Milestone, to schedule the task with only a due date. Backlogged, to schedule the task with only the duration without the exact date and Other options are tomorrow, today and custom date.
  • Select the any one of the tab, then select the duration for the task


TMS16.PNG


  • Task will be include only the weekdays if, we need to schedule the task in weekend days we can

      select "Work on weekends" option, After scheduling click on "Ok" Button


TMS17.PNG


  • Schedule date will get display and updates will get display in "Activity stream" of an task


TMS18.PNG

Task Scheduling Video

Schedule task.gif

Set the task status

M7.PNG


  • To set the task’s status, click on the task in list view, task pane gets open in third pane


TMS19.PNG


  • If task is completed we can change the status as completed, To postpond the task choose deferred status, to cancelled the task choose cancelled status


  • Choose active, completed, deferred or cancelled from the drop-down menu as shown below

TMS20.PNG


  • We can also make a task as completed status by single click on the check box, which is shown below


TMS21.PNG


  • Task will get changed after marking the status as completed


TMS22.PNG

Task status change Video

Status change.gif

Tag a task (organize tasks into folders)


M8.PNG


  • Click on the task in list view pane (i.e. Middle pane)


TMS19.PNG


  • Task pane gets open, Then click on “+” (Add to Folder) icon button right under the task title which is shown below


TMS23.PNG


  • Select the folder from the list, after selecting folder gets added


TMS24.PNG


  • Click on the folder title display under the list, the task will be included in that folder and Displays to other users if that folder is shared


TMS25.PNG


  • Simply you can tag the folder by dragging the folder from left pane (Tree structure) into the task list view pane. To tag a multiple tasks, select all the task in list view by checking the boxes which is present near to

     task title (when hovering the mouse displays the check box), then drag a folder tree onto a task list view


TMS26.PNG

Tagging Tasks Into Folder Video

Organize tasks.gif

Share a task


M9.PNG


  • By default task will will be shared to author, click on task in list view pane, task gets open in thrid pane


TMS19.PNG


  • Click on “Shared with N people”, Select the user from the list


TMS27.PNG


  • Shared user will get display when we click on the "share with N people", Appropriate task will get display to shared user


TMS28.PNG


  • If the user name is not present in the drop-down list, you can invite that person directly from sharing. enter the User mail id and then click on "Invite",

    Appropriate user will get invitation mail, after accepting task will get display to the user


TMS29.PNG

Task Sharing Video

Task sharing.gif

Follow a task


M10.PNG


  • Open the task, then click on the follow icon, select the user as followers


TMS30.PNG


  • Appropriate user will get added in share and followers


TMS31.PNG

Follow Task Video

Follow Task.gif

Cross-link tasks


M11.PNG


  • Click on the task in list view


TMS19.PNG


  • Then Click on the “Permalink” icon.


TMS32.PNG


  • The pop up displays the URL to copy the link. Now Copy the link


TMS33.PNG


  • You can insert the link in the description of other tasks or folders. Now paste the link in comment field then click on comment icon to post the comment

     


TMS34.PNG


  • After clicking comment icon, The link will be automatically converted into the underlined task title which is shown in below. On clicking the task

     title will show the task page

     Note: In TMS will display the link only. This is mock up screen shot which is shown below

TMS35.PNG

Checklists

  • Note: This option is not available in TMS, shown the mock up screen

M12.PNG

  • Click on the checklist icon which is in formatting panel, check box will get display which is shown in below screen


TMS433.PNG


  • Enter the descrition, then hit enter key for next check box and we can select the check box which is shown in below image


TMS434.PNG

Print a task


M13.PNG


  • Click on the task in list view


TMS19.PNG


  • Task pane gets open, Click on the “Menu” button in task pane. Then click on the Print option. A new browser tab will open

     with the predefined print menu options


TMS36.PNG

Print Task Video

Print task.gif

Add dependencies to a task


M14.PNG


  • Click on the task in list view


TMS19.PNG


  • Task pane gets open, To add dependencies to task, click on "Add dependency"


TMS37.PNG


  • We can add previous and next task as dependency, now we search for next task to add dependency click on add button then

     enter the task name in search box(same for adding a previous task) and then click on the searched task to add. Dependency task will get added


TMS38.PNG


  • Dependency task will get added


TMS39.PNG


  • Then we can choose the type of dependency. Also draw dependencies on the Timeline page


TMS40.PNG

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