Create a program task
You can create program tasks from the Program form related lists.
Before you begin
Role required: it_program_manager
About this task
Procedure
Navigate to Project > Programs > All.
Select the program from the list.
In the Program Tasks related list, click New.
Fill out the form fields (see table).
There are a few fields that are populated after the task is created.
Click Submit.
Result
The new task appears in the Program Task related list on the Program form.
| Field | Description |
|---|---|
| Short description | \[Required\] A brief description of the program task. |
| Number | A system generated number with a configurable prefix. |
| State | The current state of the program. The states include: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, Closed Skipped. |
| Planned start date | The estimated date and time for the program task to start. |
| Planned end date | The estimated date and time for the program task to end. |
| Planned duration | The estimated length of time \(from start time to end time\) of the program task. |
| Assigned to | The user assigned to the program task. |
| Milestone | A milestone is a program task with a duration of zero \(0\). Use milestones to mark key dates in your program, such as key decision points or approvals. |
| Key milestone | You can define a milestone as a key milestone to track the program progress. For example, you can create key milestone for completion of deliverables such as a program plan. A key milestone is visible on the program timeline. |
| Description | A detailed description of the program task. |
| Additional comments \(Customer visible\) | Enter information that you want the users to see. |
| Work notes | Enter work notes about the milestones, impediments, or changes as the program progresses.Note: Users with the business stakeholder role for PPM can view this field. For more information, see Business stakeholder role for PPM. |
| Field | Description |
|---|---|
| Actual start date | The date that this program started. This date is populated after you update the program state to Work in Progress. |
| Actual end date | The date that this program ended. This date is populated after you update the program state to Closed Complete. |
| Actual duration | The actual duration of the program from program start to program closure. As with planned duration, the actual duration shows total program time. |
Parent Topic:Create a program to manage projects and demands
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