Templates – Part 4, Workplan Tasks

Templates allow PRIVV users to configure their company's PRIVV to their specific industry and the types of projects they'll be creating in PRIVV. The user will need to configure Project Types, Cost Codes, Schedule Activities, and Workplan Tasks.

Part 4 – Workplan Tasks

Workplan Tasks, similar to Schedules, can be configured to have a standardized list of all the standard tasks that must be done before a project starts (i.e. assembling a team, analyzing finances). This is set up separately from Schedule Activities because the Schedule hasn't started yet.

To configure Workplan Tasks in PRIVV, please follow the steps below:

1. Click on Workplan Tasks.
2. Click the + New button.
3. Enter the title and description for the Workplan Task category.
4. Click the green checkmark.
5. Click the ellipsis.
6. Click on Add Sub Category.
7. Enter the title and description for the subcategory.
8. Click on the green checkmark.