Add, Modify and Delete Tasks

This topic explains how to add, edit and delete project tasks.

Access     Project | Project Status > Tasks
                  Project | Calendar > Project Tasks mode

Maintain Tasks

Step

Action

See also

1

If creating a new task:

Double-click in a blank area of the Tasks tab, or on a cell of the Calendar

 

If editing an existing item:

Double click on the item on the Tasks tab or Calendar

 

The Task Detail dialog displays.

 

 

The Project Status View

Project Calendar

2

Enter or update the following details of the task, selecting a value from the field's drop-down list where appropriate:

The task name
Automatic naming - if you have set up automatic naming conventions, click on the Auto button to insert the predefined element name and counter text; if you already have some text in the Name field, it is over-written by the automatic naming text
The task type
The task owner
The expected start and end date for the task (select the check boxes to activate the dates)
The current status of the task
The person this task has been assigned to
The task priority: high, medium or low
The expected total time for the task and the actual time expended (in complete units; the type of unit must be agreed across the project)
The percentage completion
The phase associated with this task
A description of the task
Any progress history appropriate to the task

 

 

 
 

Set Auto Naming and Auto Counters

3

Click on the Apply button.

 

 

4

To create another entry click on the New button or, to close, click on the OK button.

 

 

5

To delete a task:

Right-click on the task and select the Delete context menu option
Click on the Yes button on the confirmation prompt

 

 

Notes

Owner and Assigned fields are filled from the Project Authors, Resources and Project Clients

 

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