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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a project task in the project workbench

Create a project task for a waterfall phase.

Before you begin

Role required: it_project_manager

About this task

While creating a project task in the project workbench, the time constraint type is defaulted based on the project type.

  • For a manual project, the default constraint is Start On and cannot be changed.
  • For an automatic project, the default constraint is Start ASAP and can be changed to Start On if required.
  • When the constraint is Start ASAP, the Planned start date is disabled.
  • When you create an agile phase and associate a sprint, the start date of the task is set from the sprint start date and the constraint becomes Start On automatically.

Procedure

  1. Select a waterfall phase in the project workbench timeline.

  2. Select New in the detail view.

  3. Fill out the Project Task form.

  4. Select Submit.

Parent Topic:Managing Project workbench

Related topics

Open a project in the project workbench

Manage project stories in the project workbench

Create a story in the project workbench

Create a test case in the project workbench

Managing Project workbench