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:

Step

Action

See also

1

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

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
  • 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

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