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Manage Tasks in the Local Gantt

Enterprise | Premier | Professional | Teams

Step-by-Step

How to Add a Task

  1. In the Local Gantt, click the Add (“   ”) icon on the right of the timeline header.
    Add-Task-Button.png
  2. Select a task type; Task, Deliverable, Milestone, Issue.
  3. The new task will appear at the bottom of the Tasks list. To change the title, either double-click it and type a new one, or right-click it and select Edit Title.
    Edit-Title.png

Step-by-Step

How to Add Tasks and Subtasks

  1. In the Tasks list, right-click on the task to which you'd like to add a Task or Subtask.
  2. Hover over Add..., and select Task above, Task below, Milestone, or Subtask.
    Add-Task-Right-Click.png
  3. To change the title, either double-click the task and type a new one or right-click it and select Edit Title.
    Edit-Title.png

Step-by-Step

How to Add Successors and Predecessors

  1. In the Tasks list, right-click on the task to which you'd like to add a Successor or Predecessor.
  2. Hover over Add... and select Successor or Predecessor.
    Add-Succesor-Right-Click.png
  3. To change the title of your new successor or predecessor task, either double-click it and type a new one or right-click it and select Edit Title.
    Edit-Title.png

Step-by-Step

How to Edit Tasks

Most of the information in the Task list can be added or edited by double-clicking on the field or value you want to add or change, including Start and Finish dates, Priority, % Done, Assigned Resources, Budget and Estimated Time.

Edit-Task-Field.png

You can also reorder tasks in the list by clicking and dragging them up or down.

Reorder-Tasks-Animated.gif

Step-by-Step

How to Edit Task Dates

  1. In the Tasks list, double-click the date you'd like to change.
  2. Type a new date or click the calendar icon (“   ”) to select one from the Date Picker.

Gantt-Date-Picker.png

Step-by-Step

How to Delete Tasks

You can delete a task from the Tasks list or the Schedule by right-clicking on the task and clicking Delete task(s).

Delete-Tasks.png

Note: Tasks with dependencies cannot be deleted until you remove the dependency.

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