{"id":7618,"date":"2026-11-12T10:14:59","date_gmt":"2026-11-12T10:14:59","guid":{"rendered":"https:\/\/help.archipad.com\/?post_type=kb-article&#038;p=7618"},"modified":"2026-11-12T10:17:03","modified_gmt":"2026-11-12T10:17:03","slug":"create-and-organize-planning-tasks","status":"publish","type":"kb-article","link":"https:\/\/help.archipad.com\/en\/articles\/create-and-organize-planning-tasks\/","title":{"rendered":"Create and organize Planning tasks"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">From the <strong>Tasks<\/strong> tab, you can create and organize the different elements that make up your Planning.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click the <strong>+<\/strong> button, then choose the type of element to create.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Create a task<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A <strong>Task<\/strong> represents work to be completed over a defined period.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example: <em>Heating system installation<\/em>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can in particular fill in:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the title;<\/li>\n\n\n\n<li>the Start date;<\/li>\n\n\n\n<li>the duration;<\/li>\n\n\n\n<li>the End date;<\/li>\n\n\n\n<li>the Work package;<\/li>\n\n\n\n<li>the description;<\/li>\n\n\n\n<li>the category.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The End date is calculated based on the Start date, duration, and working days.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Create a task summary<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A <strong>Task summary<\/strong> allows you to group multiple tasks together.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, you can create a Task summary called <strong>Second stage works<\/strong>, then attach all corresponding tasks to it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To attach a Task to a Task summary, use the <strong>Part of<\/strong> Field.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Subtasks then appear under their Task summary with hierarchical numbering, for example <strong>3.1<\/strong>, <strong>3.2<\/strong>, etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Task summary period automatically adjusts to the dates of its subtasks.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Organize the Planning by region or work package<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Task summaries can notably be used to structure your Planning by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Region<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Create a milestone<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A <strong>Milestone<\/strong> represents a specific event with no duration.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It can for example correspond to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the Acceptance of a Work package;<\/li>\n\n\n\n<li>the validation of a phase;<\/li>\n\n\n\n<li>a Handover;<\/li>\n\n\n\n<li>an important meeting.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">A Milestone has a single date.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Filter tasks<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Filter<\/strong> button, located below the task list, allows you to limit the displayed elements to more easily find the information you are looking for.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"kb_article_type":"tutoriel","kb_difficulty":"debutant","kb_objective":"","kb_display_order":"0","kb_last_reviewed":"","kb_product_version":"","kb_helpful_yes":"0","kb_helpful_no":"0","footnotes":""},"kb-platform":[],"kb-category":[266],"class_list":["post-7618","kb-article","type-kb-article","status-publish","hentry","kb-category-plan-the-construction-site"],"_links":{"self":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article\/7618","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article"}],"about":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/types\/kb-article"}],"version-history":[{"count":1,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article\/7618\/revisions"}],"predecessor-version":[{"id":7623,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article\/7618\/revisions\/7623"}],"wp:attachment":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/media?parent=7618"}],"wp:term":[{"taxonomy":"kb-platform","embeddable":true,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-platform?post=7618"},{"taxonomy":"kb-category","embeddable":true,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-category?post=7618"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}