In Playbook, you can create tasks for packages and sub-packages, but there are specific rules to follow about their hierarchy.
You can only create tasks for a package if it doesn't have any sub-packages.
If a package does have sub-packages, you can create tasks for each sub-package, but you cannot create tasks for the main package itself.
In other words, always set up tasks at the lowest level of the package hierarchy.
To create a task, click on the blue icon at the top right of the package or sub-package.
Task Settings
First, choose a start and due date for the task. Keep in mind that the task timing must fall within the dates of the package or sub-package it belongs to.
Next, specify the package owner; you can choose either a general role or a specific person.
Finally, add a title for the task.
2. Providing Guidance and Examples
You can add guidance notes and examples for the task owner. Here, you can specify details or requirements for the task and provide examples by pasting a reference link or image.
3. Task Configuration
Before clicking on "Create Task", you must specify the type of task by selecting either "Form" or "File." To learn more about each kind of task, please look at the links below.
