Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
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Edit Tasks Agilely

Information

  • Project tasks can be broken down into smaller activities and edited in an agile view.

  • Agile activities describe the work steps that must be completed to finish a single task.

Where can you create agile activities?

In the Agile and Schedule modules of the required project.

Open the project by

  • clicking suchen.png the search icon in the header area of the user menu or by opening a dialog box via CTRL+G and entering the ID of the required project or

  • by clicking on the link on the ID of the required project in any module.

Who can edit tasks agilely?

The rights are based on the logged-in user's rights in the respective project. Users with modification rights create agile views and activities and edit them. Resources assigned to the task edit the activities of that task, all other users have read access. The full overview can be found in the Agile module description, section Authorizations. For further information on rights in projects, please click here.

Requirement

  • Agile editing requires the planning method field in the Project Core Data module, to be set to the value “hybrid”.

    • The selection is also already possible in the dialog when creating a new project.

  • The Agile module is then additionally displayed in the Project panel, and the Agile column is available in the Schedule module.

Create Agile Activities for a Task

Procedure

  • Right-click on the required task in the Schedule module or click on the WeitereAktionen.png More Actions quick access button and choose the Create Activity option.

    • Alternatively, in the Agile module, click on the New Activity button in the action bar.

  • Choose the required task in the dialog box, enter the title for the activity and save.

Details

  • After creating the first activity, an agile view with the same title as the task, is created automatically.

  • New agile activities are assigned the status "Pending" and are displayed in the list of the same name.

Edit Agile Activities

Information

  • The agile activities are edited in the agile view of the associated task. It is available as a Kanban view, calendar view, or tabular view.

Details

  • The status of an activity always corresponds to the list in which that activity is displayed.

    • When moved via drag and drop, the status is automatically adjusted.

  • By clicking on an activity the detail view is opened. In it, members and labels are assigned, the start and due date are set, a description, user-defined fields, and checklists are maintained, and history and events are viewed.

  • The resources assigned to the task are offered as members. Users with modification rights can choose more users, who are thereby automatically assigned to the task as a resource.

The detailed description of the agile views can be found in the Agile module description.

Track Progress of Agile Activities

In the Schedule module, the Agile column shows the number of activities already completed and the total number of activities for each task. If pending activities are overdue, the display is colored red. Clicking it opens the agile view of the task.