Adding Tasks to a Project

TABLE OF CONTENTS

• Adding Tasks In Line to a Project
• Adding Resources to a Task
• Role Assignment through AI Smart Assignments
• Assigning Resources

Screendragon tasks are managed within a Project through the Tasks module or the Resource Planner. Tasks saved to a project template can be reused in new projects, allowing for efficient setup. Permissions can be configured to determine which templates are accessible for specific projects.

Adding Tasks In Line to a Project

1. Navigate to the project where you want to create new tasks.
   
   

2. Click Tasks.

   
   

3. If you created tasks when you set up your resource estimates, you can see those are already included in the project.
   
   

4. Click + Add to create new tasks.
   
   

5. Give the task a Name.
   
   

6. Enter a Start Date and an End Date.
   
   

7. Update the Status of the task. By default, the status is To Be Done.

Adding Resources to a Task

1. Click + Add Resources in the Assignee field. This opens the Allocation area. 
   
   

2. Navigate to the Click to Add Resource field.
   
   

3. Then, choose the job role you want to assign.
   
   

4. Enter the number of hours you want allocated to the task.
   
   

5. Toggle the Billable Status off if you don't want the role to be billable.
   
   

6. Toggle the Rate Card Roles Only option off if you do not want the standard rates applied to the role.

   

   
   

Role Assignment through AI Smart Assignments

Screendragon facilitates assigning individuals to roles through its AI Smart Assignments feature. This functionality empowers users to make informed decisions when assigning tasks by considering critical factors such as availability, skill set, and historical performance ratings.

Assigning Resources

1. Click the Assign Resource icon from the allocation area to open the resource assignment interface.
   
   
2. The first column indicates the role you selected for the task assignment.
   
   
3. The second column shows the name of the task.
   
   
4. The subsequent columns present the start and end dates as previously entered.
   
   
5. The Total Hours column displays the hours allocated to the task.
6. The Top Suggestion column shows the AI's recommendation for the individual who is the best fit for the task assignment.
   
   
7. The Top Rating column indicates the user’s rating based on their experience with similar tasks.
   
   
8. The Top Availability column reflects the user's availability to contribute to the task, taking into account the required timeframe and hours.
   
   
9. Click the View All Suggestions icon to see all users eligible for the task.
   
   
10. This allows you to assign the suggested individual or select a different user for the task assignment.
    
    
11. To assign the user to the task, click the + icon.
    
    
12. Then click Save.
    
    
13. The user is now assigned to the task. 
    
    
14. Click Save again, and that assignment will now appear in the Assignee column on the project. 
15. The user is now assigned to the task.

Up Next: Completing Task Details

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