In this article you will learn:
1. What is a summary task
A task is the basic scheduling unit of a project
Allex offers to bundle these single tasks into summary tasks
Summary tasks are represented by a folder icon
Tasks with a larger scope are very well suited to be created as summary tasks
Summary tasks allow you to structure numerous tasks within your project
2. Where and how to create a summary task
List view
Open the list view of your project
Select the summary task icon in the drop down menu next to the Add new task field
Give your summary task a title
Press enter to add the summary task to your list
Netplan
If you already created a summary task you can add a new one from the netplan view of your project
Add your title in the field + Add new summary and press enter
Board
Select Group by summary in the Board
Scroll all to the right
Click on Add new summary
Insert a title
3. What information you need to create a summary task
A summary task has no due date
The tasks inside the summary task determine the timely structure of the summary task (using backwards calculation from the projects due date)
Assign team members to the summary task
Add tasks or milestones and assign them
Insert a description of the summary task
4. How to work with a summary task
List view:
In the list view you can drag and drop tasks and milestones into a summary task
Furthermore you can change the order of the sub-tasks any time
Netplan:
Click on the free connector to create a new task or milestone within the summary task
Timeline:
You can collapse summary tasks to focus on your current work
5. What happens next
Now you can continue to plan your project by adding more tasks, milestones and summary tasks