Inserting Tasks/Task Groups into the Task List in co

Use

To complete a process in Schedule Manager, you need to split the process into its parts (programs, transactions, jobs). You can then insert, delete and reorganize the tasks or task groups (tasks grouped according to content or time-based criteria) chronologically in the task list.

Prerequisites

You create a task list .

Procedure

Inserting Tasks/Task Groups in the Task List

1. Choose Change task list.
2. Select the highest node under which the new task/task group should appear.
3. Use a right mouse click to choose Insert task.
   You can enter a different description for the task/task group and also choose the task type. You can specify the person responsible for the task.
4. Choose Insert.
5. Save the changes.
   The task types are displayed by various symbols in the structure tree of the task list.

Using Existing Tasks as Templates for New Tasks

1. Use a right mouse click to select the task that you want to use as the template for the new task.
2. Choose Copy.
3. Position your cursor on the node under which the new task is to be assigned.
4. Use a right mouse click to choose Insert.
5. Save your changes to the task list.

Changing or Deleting Tasks

1. Choose Change task list.
2. Use a right mouse click to select the task to be checked/deleted.
3. Choose Change or Delete.
4. Save the changes.

Reorganizing Tasks in the Task List

1. You can use drag-and-drop to move a task to another position in the task list.
2. Save the changes.

Result

You can now process the task plan by scheduling the tasks in the daily overview.

Note that you can enter a relative start time when creating a task. You require this start time, if you want to schedule a complete task list .
To prevent tasks from being started at weekends or public holidays, you can restrict start dates to calendar days and weekdays.