Project Workflows – Configuring Task Planning

Owned by amani imtiyas
Last updated: Jan 29, 2024
4 min read

The Task Planning Object consists of one mandatory tab titled Task Planning. 

This object

  • Can be added multiple times within a workflow.

    This is an independent and incremental object. Hence, the changes made to one instance will be reflected in all subsequent instances. However, they will not be reflected in the previous instances.

  • Can be renamed.

Prerequisites and dependencies

  • If the project is linked to an action/task, any changes will be reflected in interplan and vice-versa.

Task Planning

In order to configure and activate the Custom Fields:

Go to Framework > Choose a workflow > Click on Task Planning Object.

The administrator can configure the settings as shown below:

Figure 1.1
Figure 1.2

Choose the field by ticking the tickbox against it and use the arrows on top right corner of the object editor in order to change the order of the fields. The fields will appear in this order on the Task Planning object .