Add, Modify and Delete Tasks

Ribbon

Construct > Project Management > Issues - Tasks > Project Tasks

Start > Collaborate > Calendar > Project Tasks mode

1

If creating a new task:

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

If editing an existing item:

• Double-click on the item on the Project Tasks view or Calendar

The 'Task Detail' dialog displays.

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 checkboxes to activate the dates)
• The current status of the task
• The person this task has been assigned to
• The task priority, such as high, medium, low or undetermined
• 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

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, in the Project Tasks view:

1. Right-click on the task and select the 'Delete' option
2. Click on the Yes button on the confirmation prompt