Tasks

A task is the most basic building block in LiquidPlanner.  Tasks are created via the add menu in the Projects view, or via the right-click menu. 

A task can be added to a project, gray folder or package, but it can't sit at the root of your workspace. 

Adding One Task at a Time

Go to add > task to open a new task edit pane, and complete the following: 

• Task Name
• Description
• Owner
• Remaining Effort Estimate.  Remember to enter your estimate as a range.
• Project.  If you're adding the task directly into a package, don't forget to set the project association if appropriate. 
• Package.  If you're adding the task into a project, don't forget to set the package association if appropriate. 

Adding Multiple Tasks at a Time

To efficiently create multiple tasks at the same time, be sure to take advantage of our Add Multiple feature via Add > Multiple Items.  The Add Multiple dialog box allow you to enter up to 30 tasks at a time, one task per line in this format: task name, owner, ranged estimate, e.g:  

Creating Tasks via Import

If you have a project plan from another tool, you can bring those tasks into LiquidPlanner via CSV Import.  You can import up to 500 tasks at a time.

Creating Tasks via Email

Check out our Email Integration article to learn how to create a new task via email. 

Additional Task Tips

For more helpful tips on viewing and working with tasks, check out our Task Tips article.