Choose a management mode
Choose Simple or Advanced mode when creating the project. This controls planning structure; it is not a model reasoning mode and does not make tasks run automatically.
The full task lifecycle also includes Review, Blocked and Cancelled. Use Project tasks to inspect all statuses and execution facts.
Create tasks on the Plan page
- Open the project’s Plan page and select the current plan.
- Choose Add task, then enter its title, description, priority and due date in the details dialog.
- Select an execution Assistant as needed. Advanced mode also supports plan and milestone assignment.
- Save and confirm the task belongs to the intended plan. Describe the expected deliverable and have the responsible Assistant confirm verifiable completion requirements before dispatch.
Split the competitor evaluation into source organization, price verification and report writing. Save completion requirements, an assignee and deliverables for each task. The report must wait until the first two tasks are accepted.
Use plans, milestones and sprints
Advanced mode supports creating and editing plans, creating and editing milestones, and creating sprints.
Plans and sprints organize the work; execution records remain attached to individual tasks.