Modify Task Details on the Work Plan Page
You can modify task details on the Work Plan page in a variety of ways. Use the Task Details dialog box to view and edit all of the details associated with a specific task. Right-click a task card or select the icons on a task card to quickly access the most common task functions, including commitments, task completion, and adding or removing hand-offs.
To modify task details on the Work Plan page:
- In the object selector, select a project.
- In the sidebar, hover over Tasks, and select Work Plan.
- On the Work Plan page, modify task details using any of the following methods:
- Right-click a task in the hopper or planning board, and then select View Task Details. In the Task Details dialog box, you can edit task information, commit or recommit to tasks (milestones do not support commitments), assign constraints, add hand-offs, and contribute to a task discussion.
- With configurable task cards enabled, double-click a basic task card to edit the task details most important to you. Available options depend on the fields you added in the task card settings.
- Right-click a basic or configurable task card to access the most common task functions. Available options depend on the number of tasks selected, the selected task types, and whether the selected tasks have existing commitments or hand-offs.
- Cut and paste or click and drag a basic task card on the planning board to modify its Due Date. Click and drag the edges of a task to modify its duration and due date. Task milestones do not have durations. An activity band containing a planned task that exists outside its activity start date or after its end date will display a calendar with a status icon and have a dashed border. This band will also extend farther than other activity bands on the planning board.
- On a task card in the planning board, select the Complete icon to mark the task complete or the Commitments icon to commit to a task without an existing commitment. Select the Pending icon or the Commitments icon to open the Commitments tab of the Task Details dialog box if a commitment already exists. These icons are also available in the info bar at the bottom of the page.
- All changes made to this page are saved automatically.
Tips
- To delete a task, open the Task Details dialog box, select Delete, and then select Yes. You can also select one or more task cards and press Delete to delete them.
- After a task is completed, you can no longer edit Company, Assigned User, Duration, Due Date, Proposed Due Date, or Commitment fields. Remove the Completed Date to enable these fields.
- If a task is part of a hand-off chain, changing its due date directly, accepting a proposed due date, or setting a new committed due date will cause the task and other tasks in the chain to be moved. The current hand-off mode determines the movement of a hand-off chain when any of the tasks in the chain are modified:
- Keep Hand-offs: Maintain hand-off logic, but allow for the addition or consumption of slack between tasks.
- Break Hand-offs: Only maintain hand-off logic until the slack between two tasks reaches zero.
Last Published Tuesday, May 21, 2024