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.

Project Calendar The Project Status View

2

Enter or update these 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' 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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