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Specifying Task Effort

Overview

All users, except for collaborators, can view and specify task effort unless it's restricted by their access role.

Enter task effort from:

  • The task’s date picker (the box that appears when you add a date to a task).

  • The Workload chart.

  • The Table view and the table portion of the Gantt Chart.

  • The recurrence window when making a task recurrent or editing the recurrence.

Note

Effort is also visible on Reports. You can open Task view from Reports and edit effort from there.

Specify task effort

Tip

Effort is displayed in hours and minutes; however, you can enter time in days (e.g., “8d”) and it’ll be automatically converted into hours.

Edit effort from the Task view

  1. Open Task view.

  2. Click the date section at the top of Task view.

  3. Click the Effort toggle in the lower-right corner of the date picker.

  4. Change the effort type if necessary.

  5. Enter how much time the task should take in the Effort field.

  6. Click Save.

Edit effort from the Table view and Gantt Chart

  1. Open the Table view or Gantt Chart.

  2. If you don’t see the Effort column, click the gear icon and check the box next to its title.

  3. Double-click the Effort cell in the row of the task that you want to change.

  4. Enter how much time the task should take.

Add effort to recurrent tasks

  1. Open Task view.

  2. Click the three-dot menu in the upper right-hand corner of the task.

  3. From the pop-up menu, select Make Recurrent (or Edit Recurrence if you want to add effort to a task with an existing recurrence).

  4. Click the date picker.

  5. Enable Effort by clicking the toggle at the lower right-hand corner of the date picker.

  6. Change the effort type, if necessary.

  7. Enter how much time the task should take, in the Effort field.

  8. Change other recurrence settings if necessary and click Save.

The effort you specified in the recurrence settings is applied to all tasks in the recurrence. You can also set and edit effort individually for each recurrent task from the Task view.

Note

  • When you clear the Effort cell, it disables the effort on a task. To avoid this, set the effort to 0 instead of deleting it.

  • Enter a value in the empty Effort cell to enable Basic effort type for a task. You can change the effort type from the Task view if necessary.

  • If Flexible effort type is enabled, two values are displayed in the “Effort” field: the number of allocated hours and the total effort.

  • When you add Basic or Daily effort to tasks that have job roles as assignees, effort is automatically equally distributed among users and job roles.

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