Add Task Plans

Manager Guide
Version
R2025.2.1
ft:lastEdition
2025-12-01
Add Task Plans

With the task you want to add a task plan for selected in the panel:

  1. Do one of the following:
    • In the Calendar tab, click Add on a day where the task is eligible for scheduling.
    • In the Task Plans tab, click Add. The task plan is shown in a new row.
  2. Do one of the following:
    • In the Add Task Plans dialog box, select the dates in the Date drop-down list on which the task is eligible for scheduling.
    • (Optional) In the Task Plans tab, edit the Start Date field to any other date on which the task is eligible for scheduling.
  3. Dayforce automatically populates the Start Time and End Time fields with the times specified in the task settings. You can edit these times to any time within the span of time that was defined in the task. For example, if the task has a 9:00 AM start time and a 5:00 PM end time, you can edit either time along as it’s within the hours of 9:00 AM and 5:00 PM.
  4. If the task was created with a zone specified, Dayforce automatically populates it in the Zone drop-down list, and you can’t edit it. Otherwise, select the appropriate zone in the list. The zone you select determines how the task plan can be scheduled. Only employees who work in that zone can be scheduled to complete that task plan.
  5. If the task was created with an activity specified, Dayforce automatically populates it in the Activity drop-down list, and you can’t edit it. Otherwise, select the appropriate activity in the list. The activity you select determines how the task plan can be scheduled. Only employees who can complete that activity can be scheduled to complete that task plan.
  6. In the Planned Hours field, estimate the number of hours you will need to complete the task. This number must be less than or equal to the number of budgeted hours specified when the task was created.
  7. Click Save. Dayforce verifies the task configuration and shows any errors in the Problems panel.

After you correct any errors and successfully save the task plan, it’s shown in both the Calendar and Task Plans tabs, and you can then schedule employees to complete it in the Schedules feature.