Create Task Using Project Key Dates

Tasks and task recurrences can be created utilizing Project Key Dates rather than a date selected in the Due Date calendar field.

To create Custom Key Dates, instructions can be found here: Customize Project Key Dates

Creating a Task with Key Project Dates:

1. Add A new Task
2. Select the portfolio + project 
3. Select Desired Project Key date to be used for the end date

1. Select Recurrences
2. Select Key Project Dates
3. Select desired start & End dates from the list of project key dates

Example: Using a Custom Key Date in a Recurring Task

1. User wants to create a recurring task for Insurance Renewal. User has already set up a Custom Key Date called “Insurance Renewal.”
2. User navigates to add a Recurring Task.
3. The recurring task start date selection includes the Custom Key Date so the user can select “Insurance Renewal” as the starting date.
4. The user completes setting up the recurring task.
5. The system uses the Insurance Renewal date to drive the recurring tasks. Any updates to the Insurance Renewal date are automatically propagated through the system as if it were a standard date.

Example: Create multiple tasks using a Custom Key Date

1. User wants to create a set of tasks that use a Custom Key Date. User has already set up two Custom Key Dates: “Insurance Renewal” and “Annual Owner Walkthrough”.
2. User navigates to export a Task Template.
3. Task Template includes a column for “Insurance Renewal” and “Annual Owner Walkthrough”
4. User updates the task template in Excel, including Custom Key Dates.
5. User imports the updated task template.
6. System reflects updates to Custom Key Dates and propagates any necessary changes through the system.

Assign a Key Date by Name to a Task

Key Dates can be assigned to a task without a date entered or blank. The task will function as configured when date is entered for the Key Date.