Add, Modify and Delete Tasks

This topic explains how to maintain project tasks.

Access:    View | More Project Tools | Project Information > Project Tasks
                   View | Project Calendar > Project Tasks mode
                   View | Personal Information > Project Tasks

Use to:

  • Add project tasks
  • Edit project tasks
  • Delete project tasks

How to:

To maintain tasks, follow the steps below:



See also


If creating a new task:

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

If editing an existing item:

  • Double click on the item on the Project Tasks tab or Project Calendar

The Task Detail dialog displays

The Project Information Window

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
  • Auto counters - if you have configured these, click on the Auto button
  • 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
  • The percentage complete
  • The phase associated with this task
  • A description of the task
  • Any progress history appropriate to the task

Use 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