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Basic Tasks

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Introduction

Basic tasks are tasks stored by BigPicture and are NOT synchronized with monday. Basic tasks can be viewed in:

  • the Gantt module

  • the WBS widget

  • the Resources module

  • the Calendar module

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.

Scheduling

Basic tasks follow the same set of rules including linking, sorting, etc. However, dependencies between basic tasks are NOT synchronized.

It is possible to aggregate the MIN (earliest) or MAX (latest) date from all the children’s tasks by editing the column views, converting tasks to milestones, and setting 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

Create basic tasks

To create a basic task in a box:

  1. Click the Add task menu icon.

  2. Select Create task > Basic task.

  3. Fill in the task information.

  4. To create a milestone, activate the Create as a milestone toggle switch.

  5. To expand another task creation box, check the Create another option.

  6. Click Create to confirm.

Convert a basic task into a monday item

To convert a basic task into a monday item:

  1. Go to the Gantt module.

  2. Right-click on the basic task.

  3. Select the Convert to monday item option.

  4. Select a project.

  5. Click Create to confirm.

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:

  1. Expand the Filter options menu.

  2. Check the Show all Basic tasks in results option.

Limitations

  • Basic tasks cannot be sorted using the Organize tasks option.

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