Planning with Tasks

There is a system setting available to allow tasks to be selected from a predefined list instead of manually entering them. This is to allow a more standardised way of planning with tasks.

To set this up, go to Permissions -> Configuration -> System Settings and set UseAnnualProjectTaskLUT from false to true (the setting is false by default).

Then go to Tools -> Manage Lookup Tables and select Planning: Task Names to add your predefined list of tasks.

You will then find when adding Tasks on the Annual Projects form Tasks tab, only the entries from the lookup table are available.