Task Lists: Building and Editing Work Plans

Purpose
Task lists define the scope and sequence of your project work.
In Project Insight, every project includes a living task list that ties together assignments, dates, dependencies, and completion percentages—fueling roll-up data for programs, portfolios, and capacity reports.

How to

1. Open a Project from the Home screen or Projects › Project Home.

2. Select the Task List view from the left-hand navigation.

3. Click + Task to add a new line item.

4. Enter the task Name, Duration, Start/End Dates, and Assignee.

5. Use Indent/Outdent icons to create hierarchy (summary and sub-tasks).

6. Add Predecessors to link tasks in sequence.

7. Use the % Complete column to update progress.

8. Click Save Layout if you’ve customized columns for ongoing use.

Best practices

• Keep tasks small enough to complete within one reporting period for accurate tracking.

• Use summary tasks to roll up child tasks automatically.

• Right-click column headers to show or hide data points like Resource, Priority, or Milestone.

• Save personalized layouts for recurring reports or project types.