Creating Tasks From Workload Chart
TL;DR
You can create tasks directly from a Workload chart if grouping by project is enabled and you have permission to do so. Open the chart, use the keyboard shortcut for your device, then click and drag across the dates in the assignee’s row to set the task duration. In the pop-up, enter a task name, choose its location if needed, and press Enter or click the arrow to create it.
Table 13. Availability - Legacy plans
| Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
All users, except for Collaborators, Contributors, and Viewers can create tasks from Workload charts they have access to unless their access role restricts it.
To assign work to users on Workload charts you can drag tasks and projects from Backlog Box. But if needed, you can also create new tasks right from the chart.
Note
You can create new tasks on the Workload chart when grouping by project is enabled. Use the shortcut shown in the bottom-right corner to add a task.
- Navigate to the relevant Workload chart.
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On your keyboard, press and hold:
- Alt+Shift or Ctrl+Shift keys if you’re on Windows.
- ⌥ (Option Key) + ⇧ (Shift Key) if you’re on a Mac, but not using the Safari browser
- ⌥ (Option Key) + ⌘ (Command Key) if you’re on Mac and using Safari.
- Hover your mouse over the dates for which you’d like to create a task in the row of the task's future assignee.
- Click and drag your mouse from the desired start date to the end date.
- Release your mouse.
- In the pop-up window that opens, enter the name of the task.
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Select the location where the task should be created.
Note
The folder, project, or space that you chose when creating a Workload chart will be set as the task's location by default.
- Press Enter on your keyboard or the arrow icon to the right of the name field.