Task Management

Tasks are the atomic units of work in YAPL plans. They form the Work Breakdown Structure (WBS) that defines what needs to be done, when, and by whom.

Understanding Tasks

Tasks in YAPL provide:

Work Definition - What needs to be accomplished
Scheduling - When work happens (dates, duration)
Assignment - Who is responsible
Dependencies - Relationships between tasks
Progress Tracking - Completion and effort monitoring
Hierarchy - Parent-child organization (WBS)

Task Architecture

Task
├── Basic Information
│   ├── Name, Description
│   ├── WBS Code
│   └── Status
├── Scheduling
│   ├── Start Date, End Date
│   ├── Duration
│   └── Constraints
├── Effort Tracking
│   ├── Planned Hours
│   ├── Actual Hours
│   ├── Remaining Hours
│   └── Progress %
├── Relationships
│   ├── Parent Task
│   ├── Subtasks
│   └── Dependencies
├── Assignments
│   ├── Assignees
│   └── Resources
└── Checklists
    └── Checklist Items

In This Section

Getting Started

Creating Tasks - Add tasks to your plans

Configuration

Task Properties - Configure task details
Task Statuses - Manage workflow states

Organization

Task Groups - Organize with hierarchy (WBS)
Task Dependencies - Define relationships

Quick Reference

Task	Location
Create task	Plans > [Plan] > Tasks > Add Task
Edit task	Click on task in list or Gantt
Add subtask	Task > Add Subtask
Add dependency	Task > Dependencies
Change status	Task > Status dropdown
Track progress	Task > Progress

Task Limits

Feature	Basic	Professional
Tasks per plan	200 max	500 max
Subtask depth	Unlimited	Unlimited
Dependencies	Yes	Yes
Checklists	Yes	Yes
Effort tracking	Basic	Full

Task Views

Tasks appear in multiple views:

View	Best For
Tasks List	Detailed editing, WBS management
Kanban Board	Status-based workflow
Gantt Timeline	Schedule visualization

Progress Calculation Modes

Mode	How Progress Calculates	Restrictions
Manual	User sets percentage directly	Available for leaf tasks only
Effort-based	Actual hours / (Actual + Remaining) × 100	Available for leaf tasks only
Checklist-based	Completed items / Total items × 100	Requires at least one checklist item
Weighted children	Weighted average of subtask progress	Required for parent tasks, not available for leaf tasks

Important Mode Restrictions:

Parent tasks (tasks with subtasks) must use weighted-children mode - their progress is automatically calculated from subtasks
Leaf tasks (tasks without subtasks) cannot use weighted-children mode
Checklist-based mode requires adding at least one checklist item first

Best Practices

Task Naming

Use action verbs ("Install", "Review", "Complete")
Be specific but concise
Include context if needed

Task Sizing

Keep tasks to 1-40 hours of effort
Break large tasks into subtasks
Each task should be completable by one person

Dependencies

Only add necessary dependencies
Avoid circular dependencies
Review critical path regularly

Progress Tracking

Update status daily/weekly
Log actual hours accurately
Re-estimate remaining work regularly

Plans - Plan management
Gantt Charts - Timeline visualization
Kanban Board - Board-based management
Resources - Resource assignment

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