Blog PlanningPME

How to define a task list and have a drop down list

while creating a task?

While creating a task on the planning, you can either type it or select it from a list as shown below.

How to have a predefined list of tasks?

From PlanningPME, go to the menu “Data” -> “Task”. The windows below appears.

From here, you can find all the labels already created. You can add new labels, delete some and really customize fully the scheduling software PlanningPME with your own words.

Then, you have several options available to customize your tasks.
-    Change the text and background colors
-    Assign skills:  "Skills" button
-    Assign hours: "Hours"

Related Posts:

Tasks management within PlanningPME : All the functions available for an easy tasks management within our planning software.

Let's see how to create a task on the schedule !

First of all, there are three ways to create a task:

• by double clicking on the planning board;
• by drawing a rectangle on the schedule;
• by right clicking on a blank space of the planning board and selecting "New Task".

This is what you should see displayed on your screen:

From this task setting window, you can decide which task you want to assign to and the related resources (several can be associated with the task if necessary).Choose also the beginning and ending hours for the task...or add a recurrence to the task so that your resource accomplishes it every given day/week/month.

Then, you can move the task on the schedule with a simple "drag and drop" operation.

Other tasks functions will be explained in further posts for an easier task management.

In the meantime, download the trial version of planning PME and try it for free.

Do not hesitate and ask for an online demo.

Tasks management within our scheduling software

A task can be a booking, a training, an installation or any mission you need to assign to your employees. They are represented by a coloured box on the planning board. You can create as many tasks as needed and really customize the planning with your own data and jobs specific to your activity.

Find out more below about the features you will benefit from our planning software PlanningPME:

- Task setting: How to create a task on the schedule?

- Recurring task: How to create a recurring task?

- Task list: How to define a list of tasks and have a drop down list while creating a task?

- Task allocation: How to create a task for one or more available resources?

- Task status: Assign some status or categories to your tasks and filter the planning underlining this parameter.

- Task time: Assign a duration or a time slot to your tasks in order to save time while creating your schedule

- Lock task: How to lock a task on the planning?

- Creation Mode: How to switch from the creation mode to the selection mode?

- Task Tracking: How to track the tasks knowing who created or modified it?