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



See also


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


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


Click on the Apply button.




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




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




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


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