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Adding Tasks

Cheryl Wetherington -

Article & Video: Adding Tasks

There are several ways to add tasks: 
  1. Click on the + symbol in the lower left corner of the screen:

    New Task.png

  2. Click on the New Task icon: 

    New Task 2.png

  3. Click on the "File" menu and choose "New Task." 

    New Task 3.png
Note: You can also double-click on the white space in the task list to add a new task, but this is only available until the task list has reached the bottom of the page. 
If you select an existing Task before adding a new Task, the new Task will appear directly below it. Otherwise, the task will be created at the bottom of the list. 

Once a task is created, click on any field and simply begin typing in order to make edits to the field. Click the Enter key on your keyboard to commit your changes. For example, click on a field in the Complete column, then type the % complete (e.g. 20). When you type the Enter key, you will note the % complete is displayed in the field, the Parent level % Complete is updated, and the Gantt Chart reflects this information as well. 


Remember too that if you make a change then want to undo it, you can click on the  Undo icon or type Ctrl+Z on your keyboard. 

Special Note: When you assign a Task to a Resource, that task will show on the Resource’s Today page when they login with their unique credentials. In most instances, a Resource only needs to view the Today page to see what Tasks (across multiple Projects) are assigned to them and they can update those Tasks from within the Today page as well. 

Use the arrows  to move a task up or down in the list or to indent a task and make it a sub-task to the one above it. 

You can also select a Task or a set of Tasks and click on Delete Task to delete them or use the  Cut or   Copy buttons to cut or copy them from this project and   Paste them into another project. 

Note: Any Resource on the project who has Editor, Manager or Owner access is able to add, edit and remove tasks on the project schedule.

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