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Introduction
Basic tasks are tasks stored by BigPicture and are NOT synchronized with monday. Basic tasks can be viewed in:
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Basic tasks can coexist with other tasks and work great as placeholders or temporary tasks and simulate higher levels in the hierarchy or serve as additional information boxes.
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Common use cases
Basic tasks are NOT stored in monday. Exemplary uses of basic tasks:
Use basic tasks to create a custom hierarchy and aggregate data
Use basic tasks to add project information, which is not necessary on monday board, e.g., headlines of project phases on a timeline
Use basic tasks as placeholders
Convert basic tasks to milestones
Convert basic tasks to monday items
Basic task attributes
The table presents attributes available for basic tasks.
Attribute | Description |
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Icon | Basic tasks have a non-configurable icon. The Key field is generated automatically and cannot be modified.  |
Key | |
Summary | It’s a required field.  |
It’s not required to provide start/end dates when you create a basic task. You can add start/end dates later or leave a basic task without any dates. If you create a basic task as a milestone, you provide only one date. The milestone duration is always zero days so the start date is the same as the end date. See more on the Milestones page.  | |
Status | Basic tasks can have three statuses to choose from:
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Baseline start date | Available for basic tasks. |
Baseline end date | Available for basic tasks. |
Available for basic tasks. | |
Color | You can change a basic task color (the task color settings set to manual).  |
Duration calendar days | Available for basic tasks. |
Duration working days | Available for basic tasks. |
Outline level | Available for basic tasks. The Outline level field shows how deep a basic task is in the tree structure (WBS). |
Basic tasks follow the same set of rules including linking, sorting, etc. However, dependencies between basic tasks and monday items are NOT synchronized to monday boards, they exist only in BigPicture. Basic tasks have most of the features of monday items. It is possible to |
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add aggregations in the column header or column view configuration, convert basic tasks to milestones |
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and |
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create baselines just like with other tasks. |
Common use cases
Basic tasks are NOT stored in monday. Exemplary uses of basic tasks:
Convert basic tasks to milestones
Convert basic tasks to monday items
Use basic tasks as placeholders
Use basic tasks as additional notes
Use basic tasks to create a custom hierarchy and aggregate data
See more on the Scheduling mode page. | |
You can create baselines for basic tasks.  |
Actions on basic tasks
Create basic tasks
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To create a basic task in a box:
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Convert a basic task into a monday item
To convert a basic task into a monday item:
Go to the Gantt module.
Right-click on the basic task.
Select the Convert to monday item option.
Select a projectboard and group to which the task will be added.
Click Create Convert to confirm.
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Task structure based on basic tasks
Building the task structure with the basic task can be done manually using drag-and-drop, indent, or outdent arrows.
Show all basic tasks in results
To see all basic tasks even when filters are active, use the Show all Basic tasks in results option. The option applies to all filtering methods.
To keep basic tasks visible even when filters are active:
Expand the Filter options menu.
Check the Show all Basic tasks in results option.
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Limitations
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Limitations
Basic task are NOT visible in monday boards.
Only BigPicture built-in fields can be edited for basic tasks. Monday fields cannot be edited for basic tasks.