How to Insert a Successor Task in Project Insight

Project Insight allows you to insert a successor task directly after an existing task using a shortcut from the task list. The new task is automatically connected to the selected task as its predecessor, so the project schedule can continue in the correct order.

Best for: Project managers and schedulers who need to quickly add a task after another task without manually rebuilding task relationships.

What Is a Successor Task?

A successor task is a task that happens after another task in the project plan. The earlier task is the predecessor. In Project Insight, inserting a task as a successor automatically links the selected task as the predecessor for the new task.

How Do You Insert a Successor Task?

1. Open the project task list.
2. Find the task that should happen before the new task.
3. Right mouse click on that task.
4. Select Insert Task as a Successor.
5. Project Insight creates a new task line after the selected task.
6. Enter the new task name.
7. Enter the task duration.
8. Enter the work hours.
9. Save the new task.

In the video example, the new task is inserted after Develop Product and named Send Out for Review. The task is set to two days and four hours.

How Does Project Insight Create the Task Relationship?

When you use Insert Task as a Successor, Project Insight automatically connects the selected task as the predecessor for the new task.

In the example, Develop Product is automatically added as the predecessor for Send Out for Review.

How Can You Confirm the Predecessor Was Added?

1. After creating the successor task, review the predecessor field.
2. Click into the predecessor field to see the linked predecessor task.
3. Confirm that the selected task was automatically connected.
4. Save the task.

Project Insight does this by creating the new task in the project plan and linking it to the task that should come before it.

How Can You Review the Successor Task on the Gantt Chart?

1. Open the project Gantt Chart.
2. Find the task sequence on the chart.
3. Review the relationship from the predecessor task to the new successor task.

In the video example, the Gantt chart shows Develop Product, then Send Out for Review, then the next testing task.

How Can You Add Another Relationship from the Gantt Chart?

1. Open the Gantt Chart.
2. Drag from the successor task to the next task that should follow it.
3. Create the predecessor relationship.
4. Project Insight automatically shifts the related tasks based on the new relationship.

In the example, the review task is connected before the testing task, and the schedule shifts automatically.

What Should You Check After Inserting a Successor Task?

• Confirm the new task appears after the correct task.
• Confirm the predecessor relationship was automatically added.
• Review the task duration and work hours.
• Check the Gantt chart to make sure the task sequence is correct.
• Add any additional task relationships needed for the schedule.

Common Mistakes

• Right clicking the wrong task before inserting the successor.
• Forgetting to enter duration or work hours for the new task.
• Assuming the successor is connected to later tasks without checking the Gantt chart.
• Not adding the next relationship if the new task should happen before another existing task.

Related Questions

Can I quickly add a task after another task in Project Insight?

Yes. Right mouse click the existing task and select Insert Task as a Successor.

Does Project Insight automatically add the predecessor?

Yes. When you insert a successor task, Project Insight automatically links the selected task as the predecessor.

Can I see the successor relationship on the Gantt chart?

Yes. Open the Gantt chart to see the relationship between the predecessor task, the new successor task, and any following tasks.

Can I add another dependency after inserting the successor task?

Yes. From the Gantt chart, you can drag from one task to another to create an additional predecessor relationship.

Watch the Video

Watch How to Insert a Successor Task in Project Insight 

Related Features

• Task List
• Successor Tasks
• Predecessors
• Gantt Chart
• Intelligent Scheduling

Need More Help?

For more help with task scheduling in Project Insight, visit projectinsight.com/support .