Projects and Tasks Add-On - Summary Task Options

Overview of configurations on the Projects and Tasks Add-On specific to Summary Tasks. These checkboxes enable Related Items and Descriptions on Summary Tasks to also appear on their child tasks.

Transcript:

[Music]

This video will walk through the summary task options found underneath the Projects and Tasks add-on configuration. Now, scrolling back down to the summary task options, there are two checkboxes that are defaulted to "on." The first checkbox will set all child tasks to show any related items that their summary task or parent task has attached to it.

Let’s go to a project example. In this example, I'm going to attach a related item to my "Planning and Control" summary task. By doing so, that exact same related item will also be attached to all of its children. If we go into "Planning and Control" and scroll down to related items, I've got an XLS Excel file attached to my summary task.

Going back out to my task list, I can go into any of these other child tasks, and you'll see that the same new export Excel file is attached to all of its child tasks. Going back to the add-on summary task options, the second checkbox does the exact same thing, but with the description. Whatever description is entered on the summary task will also appear on its child tasks as well.

If I go back to the same summary task and do a full edit, I’m going to include the description: "This is a summary task." [Music] Now, let's take a look at one of its child tasks. You'll see that it tells me where that description is coming from. It’s coming from the "Planning and Control" summary task, and that's the description right there.

You will also note that I have another description from the "Conceptual" summary task, which is the upper summary task. Even though I have a description from the summary task, I can still add a description onto this individual task by clicking here and adding, "This is my task description." [Music]

These are some of the examples of what you can do using the summary task options underneath the Projects and Tasks add-on. For more information about how to use the Projects and Tasks add-on and its subsections, please see their individual videos.