Microsoft Office Online
Sign in to My Office Online (What's this?) | Sign in

Warning: You are viewing this page with an unsupported Web browser. This Web site works best with Microsoft Internet Explorer 6.0 or later, Firefox 1.5, or Netscape Navigator 8.0 or later. Learn more about supported browsers.

Email this linkEmail this link Printer-Friendly VersionPrinter-Friendly Version Bookmark and ShareShare
Goal: Define phases and tasks
 
Applies to
Microsoft Office Project 2003
Microsoft Office Project Server 2003
Microsoft Project 2000 and 2002

After you understand the work involved in your project, you're ready to create a task list in Project. The task list is the heart of a project—an incomplete or badly planned task list can seriously hamper your project's progress. Organizing tasks into milestones (milestone: A reference point marking a major event in a project and used to monitor the project's progress. Any task with zero duration is automatically displayed as a milestone; you can also mark any other task of any duration as a milestone.) and phases (phase: A group of related tasks that completes a major step in a project.) gives structure to the project and makes it easier for you to evaluate progress.

 Tip   This article is part of a series of articles that describe a broad set of project management activities. We call these activities "goals" because they are organized around the project management life cycle: Build a plan, track and manage a project, and close a project. The project life cycle is outlined in The Project Map, where you can find a link to an article about each project management goal. Most of the articles include links to supporting information or procedures that you perform in Project or Project Server. These "goal" articles were designed to help you not only use Project but also better understand project management.

Previous goal    Next goal

See all goals on the Project Map

Two construction workers view a computer monitor

number 1  Define project tasks   At its core, a project is a set of tasks. Each task represents a piece of work that must be done to complete the project.

ShowMore . . .

A properly defined task is one that has a clear beginning and end, so that the project manager can easily determine when the task is complete.

Keep the following in mind when you make tasks:

  • For practical purposes, tasks should be at least one day long. In long-term projects, tasks are likely to have longer durations. In short-term projects, they tend to have shorter durations.
  • Generally, it's a good idea to enter tasks in the order in which you expect work to begin on them. However, some projects may require that you group similar tasks together or group tasks by the type of resource that will work on them. If your organization traditionally views work in certain categories, you can group the work in these categories. Note that if you group tasks, you won't be able to outline them later, because grouping tasks constitutes another type of outlining.
  • The structure of your task list determines the level of detail for your project plan. If you list only the phases of the project and each phase covers a large time period, your plan will be a high-level view of the project. If you list even the smallest pieces of work, your plan will be an extremely detailed one. Most of the time, you'll want to strike a balance between these two extremes.

    One way to help you decide the level of detail for your task list is to consider how closely you want to track your project:

    • If you list every piece of work that must be done, however minor, you'll need to track each of these tasks and enter progress on them, probably at least once each day. Then you'll know when even the smallest work item is a little late.
    • If you list and track only the phases of your project, you won't need to update the project very often. Then you won't know when work is running late until the phase is over.
  • Consider how critical the project is, how often you can feasibly get and enter task updates, and what level of task that you need to track to keep a project from derailing.

Number 2  Import tasks into a project   Import tasks if you already have the task list information stored in another location.

Click all of the following that apply:

Number 3  Enter a task into a project   Add recurring tasks and tasks that occur only once.

Number 4   Create phases and subphases in a project  Organize your project by grouping related tasks that complete major steps in a project.

Number 5  Create a milestone   Milestones allow you to create reference points that mark major events in a project. Milestones are used to monitor the project's progress.

Number 6  Add supporting information about a task   Add more information in the form of notes, documents, and links to Web pages.

Click all of the following that apply:

© 2009 Microsoft Corporation. All rights reserved.