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Create a new task

A task is created in a task item. To create a new task, create a new task item. A task can also be created in and added to an existing task item.

To create a new task, open an existing task item or create a new task item.

  1. Open and edit a task item. On the Catalog pane, right-click a task item in the Tasks and click Edit In Designer.
  2. Click New Task New Task on the Tasks pane to create a new task.

    A new, empty task is created and selected in the Tasks pane and the Task Designer pane displays the properties of the new task. The Task Designer pane is in task mode.

    Tip:

    To switch the Task Designer pane to task item mode, select the task item heading on the Tasks pane.

  3. On the Task Designer pane, type a task name and a description.

    The task description should describe what the task will achieve. For example, Create a road centerline.

  4. If you do not want the task to display in the tasks list on the Tasks pane, choose Hide this task.

    You would want to hide a task when the task is incomplete, or when the task is never used. For example, a person working with parcels may never create or edit condominiums and would not want to see tasks that deal with condominiums.

  5. Save the project to save the changes to your task item.
  6. Close the Task Designer pane to exit task design mode or click New Step New Step to create a new task step.

Create a new task group

A task can be created as a stand-alone task or in a task group. A task group organizes a set of related tasks together. For example, a task item that contains tasks for maintaining public roads may have a task group for managing public roads, and a task group for plans and drawings.

Task groups
Task groups

To create a new task group, follow these steps:

  1. On the Tasks pane, click Options Menu and click Edit In Designer to open the Task Designer pane.
  2. Click New Group New Group on the Tasks pane to create a new task group.

    A new, empty task group is created and selected in the Tasks pane and the Task Designer pane displays the properties of the new task group. The Task Designer pane is in task group mode.

  3. On the Task Designer pane, type a task group name and description.
  4. Save the project to save the changes to your task item.
  5. Close the Task Designer pane to exit task design mode or click New Task New Task to create a task in the selected task group.

Create a task in a task group

On the Tasks pane, click Options Menu and click Edit In Designer to open the Task Designer pane. Select the task group on the Tasks pane and then click New Task New Task. A new task is created under the selected task group and the Task Designer pane switches to task mode. Type a name and description for your new task on the Task Designer pane.

Tip:

When the Task Designer pane is open, you can drag and drop a task into a task group, and between task groups.