Basic tasks

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.

Basic task statuses

Basic tasks can have three statuses to choose from:

• To Do (grey)

• In Progress (blue)

• Done (green)

Scheduling

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 add aggregations in the column header or column view configuration, convert basic tasks to milestones and create baselines just like with other tasks.

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

Create basic tasks

To create a basic task in a box:

1. Click Add task > Create task > Basic task.
   

   

2. You can also add a basic task directly on the task tree using the “plus” icon.
   

   

3. Fill in the task information.

4. To create a milestone, activate the Create as a milestone toggle switch. Only one date input will be available, because a milestone is a point in time and cannot have a duration of several days.

5. To keep task creation modal open after creating the current task, 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 board and group to which the task will be added.

5. Click Convert 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.

Limitations

• Basic task are not visible on monday boards.

• Only BigPicture built-in fields can be edited for basic tasks. Monday fields cannot be edited for basic tasks.