Simple Task Add/Edit

The simplest and easiest way to add and edit tasks is right on the Task List form.

Add a new task by typing in the highlighted line on the form (this is a blank line that is a different color than the other lines and normally shows at the bottom of the task list but can appear in the middle of the task list if you're inserting tasks).

Edit an existing task, by clicking the edit icon on the task line and click in the appropriate fields or tab through them to change the data. Another way to start editing of a task is to double click anywhere on the white space of a task line (don't click on any text on the line because that invokes a hyper link). Another option is to right click on the task and select Edit Task (inline).

To save any changes, click the save button or press enter.

Simple task add/entry can also be done on the Understanding Gantt Charts.

The majority of the task data can be entered directly into the columns on the talk list or Gantt Chart, however, there are three additional data entry layers that are accessed via hyperlinks in the columns instead of doing data entry directly in that column:

• Adding Predecessors
• Add/Edit Task Resources
• Advanced Task Settings

Setting the Columns of data that display and can be added or edited

Just right-click on the blank area of any column to see options for inserting or removing headers, freezing headers and the left pane, or hiding the menu. The menu will appear as follows:

After clicking Insert, you will see the following window, which allows you to add the columns you need for a more personalized view. In this example, the columns Actual Duration and % Complete (Duration) will be added.

Adding Summary Tasks

To create a summary task, simply create a task and click the three horizontal bars on the left:

The bars will turn dark, indicating that you now have a summary task:

The summary task will look like this, and by clicking the triangle, you can expand or collapse it .