Add, Modify and Delete Tasks

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