Control Task Synchronization with Project Planner

In PSA, you can manage the synchronization of individual Tasks with Project Planner directly from the following areas of the application:

  • Project Tasks list page (Project List > Project List > Manage > Tasks)
  • Task edit pages (Setup > Work > Tasks >Task edit or Project List > Project List > Manage > Tasks >Task edit).

This feature provides control over how tasks are synchronized with Project Planner.

Additionally, you can search tasks based on their synchronization status and include this attribute as a column in your Task list.

Note: The synchronization option will only be visible if an active Project Planner license is available..

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Work to expand the corresponding menu.
  3. From the Work menu items, click Tasks.
  4. You can enable or disable Synchronization with Project Planner from the Task Edit Page:

    Open the task and update the Synchronize with Project Planner checkbox in the Task edit page.

    For more information, refer to Edit the Synchronize with Project Planner Setting for a Task.

Edit the Synchronize with Project Planner Setting for a Task

  1. From the Tasks List page click the name of the Task you wish to modify.
  2. Upon the Task edit page displaying, clear the Synchronize with Project Planner checkbox to remove the Task from Project Planner.

    Clear the Synchronize with Project Planner checkbox

    Note: The Synchronize with Project Planner option is selected by default.

  3. Click Save to apply your changes.

  4. The Task will no longer available in Project Planner.

    Note: The system will automatically adjust any dependencies to maintain project continuity.

  5. Click Back to return to the previous page.