Task fields

When you add a task to a schedule, schedule template, estimate, or estimate template, you need to complete the task fields.

The following table describes the task fields:

Field Description
Task ID Template only. Required.

Unique number that identifies the task. Every task in your template must have a task ID, and these numbers must be sequential starting with 1. Use Predecessor IDs to indicate which tasks need to be completed before this task.
Category Optional.

A way to organize tasks for reporting. The category name must match an existing category name.
Subcategory Optional.

A way to organize tasks for reporting. The subcategory name must match an existing subcategory name. If you define a subcategory, you must define a category. The subcategory must also be a valid subcategory for the selected category.
Type Template only. Required.

Type of template. Specify time to identify this field as a schedule-type entry.
Title Required.

The name of the task, up to 128 characters.
Description Optional.

Description of the task.
Task Group Optional.

Designation you can use to sort similar tasks in the schedule.
Assignee (Role) Required.
  • When you add a task to a schedule, the project member who is assigned to complete this task.
  • When you create a schedule template, the role that completes this task.

For example, in the template you might define the Assignee Role as "Designer." In the task, however, you might select "Rudy Burres" for the Assignee.

You can assign only one team member to a role. You can assign the same team member to multiple roles. If you have two designers in a project, select one designer when you add the schedule. You can then edit individual tasks to assign some of the "Designer" tasks to the other team member.
Manager (Role) Optional.
  • When you add a task to a schedule, the project member who manages this task.
  • When you create a schedule template, the role that manages this task.

For example, in the template you might define the Manager Role as "Marketing Manager." In the task, however, you might select "Steve Rodney" for the Manager. The Manager of a task can reassign the task if necessary.
Estimated Hours (Planned Time) Recommended for time tracking.

Number of hours estimated to complete this task. Indicate partial hours as decimals, for example, 1.5 equals 1 hour and 30 minutes.
Start Day (Start Date) Schedules and schedule templates only. Optional.
  • When you add a task to a schedule, the date the task starts.
  • When you create a schedule template, a whole number greater than 1 indicating the day in the project that this task starts.

For example, if a certain task needs to start two weeks into the project, enter 11, if you are skipping weekends. Enter 15 if you are including weekends.
Duration Schedule template only. Optional.

Number of days to complete the task. Use either the Duration or End Day. If you use both, the Duration must equal End Day - Start Day + 1.
End Day (Due Date) Schedules and schedule templates only. Optional.
  • When you add a task to a schedule, the date that the task should complete.
  • When you create a schedule template, a whole number greater than 1 indicating the day in the project when this task completes.

For example, if you know that a task needs to complete three weeks into the project, enter 15 if you are skipping weekends. Enter 21 if you are including weekends. This number must be equal to or greater than the Start Day.
Predecessor IDs Schedule template only. Optional.

The ID for the task that must be completed before this task can start. While you can enter multiple predecessors, Marketing Operations OnDemand sends an alert when any of the predecessor tasks complete. There is no enforcement that a predecessor task be completed before work can begin or a task can complete.
Resources Schedules and schedule templates only. Optional.

A way to track resources for reporting, up to 64 characters.