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Adding a Task

Each project is made up from a series of tasks. A task is an activity that has a beginning and end, is assigned to Users or Groups, and can be associated with prerequisite and dependent tasks, and library resources.

To Add a Task:

  1. Select the project in the Tasks pane, then:

    In the main window choose Projects > Create > Task

    -or-

    Right-click and choose New Task. A new Task window is opened.

    Task window - Task tab

  2. Enter a name for the task.
  3. Enter a brief description of the task.
  4. Complete the following fields if required (fields are optional):
    • Start Date
    • Due Date
    • Duration
    • Percentage Complete
    • Status
    • Priority
    • User
    • Approver
  5. Choose OK to save the task and close the window.

See Also

Managing Tasks in the Project Manager

Adding a Summary Task

Associating Objects with a Task

Adding Prerequisite and Dependent Tasks

Linking Tasks Together

Assigning Users and Approvers to a Task

Releasing a Task

Changing a Task

Deleting a Task

Viewing Task History

Approving or Rejecting Task Completion

Approving Tasks for Completion

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