![]() Use descriptive names, preferably including a verb and a noun. LIST TASKS IN YOUR PROJECT Begin your project by listing the tasks that have to be done to complete it. Note When you edit working times it s recommended to adjust the calendar defaults in the Project Options To change the project options in itaskx choose Edit > Project Options in the menu bar or use the toolbar icon. To set up working times in itaskx choose Edit > Working Times or use the toolbar icon. You can set calendars for your whole project, specific tasks and resources doing work on the project. DEFINE / CHECK WORKING TIMES In itaskx, the default working times are 8:00 AM to 5:00 PM weekdays, with an hour off for lunch. It s also possible to base your new file on an existing project or template that contains tasks, resources, styles. START A PROJECT The usual way to start to use itaskx is to create a new blank project plan. 5Ħ Unit 2 Recommended workflow 10 steps for a successful project with itaskx. itaskx calculates when a resource and task are scheduled to work by using the calendars in the following order: Project-Calendar, Resource-Calendar, and Task- Calendar. A Task- 4ĥ Calendar is especially useful for equipment that runs and completes tasks throughout nights or weekends, which is designated as nonworking time in the Project-Calendar. Task-Calendar Tasks are scheduled based on the working times in the Project-Calendar however, you can customize the working times from the Project-Calendar in a Task-Calendar if you have tasks to be completed at different times, especially tasks that are independent of resources. You can adjust Resource- Calendars to indicate nonworking time, such as vacations and leaves of absence. You can also create and assign other Base- Calendars for individual resources or resource groups to indicate specific working hours for example, you can assign a resource to the swing shift or night shift. Resource-Calendar For each resource you enter, itaskx creates a individual Resource-Calendar based on the settings in the selected Project-Calendar. Use this calendar to change standard work days and organization-wide holidays or days off. 3 base calendars are provided with itaskx: Standard (8:00 AM to 5:00 PM weekdays, with an hour off for lunch) 24-Hours (Reflects a schedule with continuous work, such as a mechanical process) Night Shift (Reflects a graveyard shift schedule of Monday night through Saturday morning, 11:00 PM to 8:00 AM, with an hour off for break) Project-Calendar The calendar used to designate the default work schedule for all tasks in a project. CALENDARS itaskx uses the following types of calendars to determine resource availability and the way tasks are scheduled: Base calendar A Base-Calendar is used for the Project-Calendar, Task-Calendars and as template for Resource-Calendars. Note You can make adjustments to the assignments you made, check for over allocations, and perhaps resolve over allocations. All types of resources (Work, Material, Cost) resources can be assigned to tasks. More than one resource can be assigned to a task. 3Ĥ ASSIGNMENTS Assignments are the associations between specific tasks and the resources needed to complete them. Cost resources are fees associated with your project. These may include things like concrete, steel, pipe, wood, computers. Material resources are the tools you need to get your project done. itaskx offers 3 types of resources: Work resources are the people who complete the tasks in your project. However, a resource could also include anything that is used to complete a project, including, materials and costs. RESOURCES Resources are typically people included in your project plan, whether or not they are assigned to tasks. They do, however, change automatically when you move a task up or down in the task list. Outline numbers consist of numbers only, and you cannot edit them. Note itaskx also calculates automatically outline numbers for each task based on the outline structure of the task list. Avoid defining such things as vacation or training as tasks. Shorter tasks allow you to more easily estimate time and resources. Define tasks that are short compared with the overall project duration. Make sure that tasks have clear completion criteria. You should break them down in greater detail for riskier areas. To define your tasks most effectively, take into account the following guidelines: Break down tasks to the level of detail that you want to track. ![]() TASKS In project management, a task is an activity that needs to be accomplished within a defined period of time. 1 itaskx 4 Project Management User ManualĢ GET STARTED Basics Recommended workflow Views in itaskx Adjust project options Set working time for the project-calendar 2ģ Unit 1 Project management basics Learn more about the fundamental terms and components used in itaskx.
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