Add tasks.

Contents: 1 Create new tasks 1.1 Jira tasks 1.2 Basic tasks 1.3 Task templates 1.4 Import from file 1.5 Clone existing scope 1.6 Inline task create 1.7 Inline new sub-task adding 2 Manage scope definition 3 Empty box 3.1 Create new 3.2 Define scope 4 Portfolio boxes (none-scope boxes)

Contents: 1 Create new tasks 1.1 Jira tasks 1.2 Basic tasks 1.3 Task templates 1.4 Import from file 1.5 Clone existing scope 1.6 Inline task create 1.7 Inline new sub-task adding 2 Manage scope definition 3 Empty box 3.1 Create new 3.2 Define scope 4 Portfolio boxes (none-scope boxes)

There are different ways in which you can add tasks using the Gantt module. You can add tasks one by one or a group of tasks to the scope of the box. When you use Gantt's interface, besides adding Jira issues, you can also add basic tasks that will only be displayed using the app.

Task duration

Find out more about task dates on the Task dates page. Box scheduling settings and scheduling modes of tasks can automatically overwrite start/end dates.

Create new tasks

Jira tasks

Create a new Jira task (issue) using the task creation screen. Any issue type can be added as a task. If a task is already selected, the new task will be added beneath it on the same level in the hierarchy.

Depending on the project synchronization settings, adding new tasks might update different fields mapped as start and end dates. To learn more go to the Fields page.

For example: If the "Start Date" field is not synchronized or added to the appropriate issues screen when you add a task there will not be any update of the "Start Date" field. However, when the "Start Date" is synchronized, adding a task without setting the start date estimate will result in a task update, and the "Creation Date" will be used as the "Start Date" (the "Creation Date" will also be used as the "End Date" if the task is not resolved).

In the cloud version of the App, you cannot create a Jira sub-task on Gantt - this functionality works only for the Data Center version of the App.
More information on the differences between cloud and server versions can be found on the Cloud vs. Data Center - Key Differences between Platforms page.

Make sure you have selected the correct Jira project. Otherwise, you might unintentionally create a task in the wrong place.

If the App overwrites the manually specified start/end dates, verify box scheduling settings and task scheduling mode.

For example: if the parent task is in the "auto top-down" mode, the task period will be automatically altered during creation.

A new Jira task is created.

Start/End dates are set to 2023.

The task period has been automatically adjusted.

Basic tasks

Create a basic task and add it to the list of tasks. Such tasks will not be synchronized with your Jira or connected tools. For example, you will not see a basic task in your Jira project.

Task templates

If you don’t have any templates created, click Manage templates to create first.

Import from file

You can import your task templates from other tools, such as MS Project, MS Excel, or a CSV file. For more information, see the Import from a file page.

Clone existing scope

Use your existing Boxes as templates and clone the scope to a different box. As data needs to be stored in Jira projects, ensure your project settings are the same as those of the source project.

Inline task create

You can add new tasks directly using the task list. New tasks appear on the selected level in the hierarchy.

Inline new sub-task adding

You can add sub-tasks directly under a task that has children. New sub-tasks appear on the selected level in the hierarchy.

Manage scope definition

Click Manage scope definition to change the scope of the box you’re in.

Another window opens where you can, for example, add another project to the scope of this box.

Empty box

When no Jira projects are added to a box, you’ll see the following screen. You can create new Jira issues or basic tasks or add existing Jira projects to populate the scope.

Create new

You can create a basic task or a Jira issue.

Define scope

This option lets you populate the box with tasks from existing Jira projects.

The Scope definition window appears. You can choose existing Jira projects, boards, and filters.

To access advanced settings, click the Advanced options link at the bottom.

Portfolio boxes (none-scope boxes)

You can’t add tasks to portfolio boxes (none-scope boxes). The +Add task and inline create features are disabled.

To add new tasks, go to the sub-box of the portfolio box.

To add new tasks:

Go to the sub-box where you want to add new tasks. To find it faster, add the Sub-box column to the view.
Add tasks at the sub-box level.
Return to the portfolio box to see the updated view.