Edit a Task

If you have the required security permissions, you can edit preexisting tasks.

To edit a task:

  1. Navigate to the Project Home screen.
  2. Tap the "" Work Plan tile or the Task List tile.
  3. Select a task.
  4. Tap Edit.
  5. In the Edit Task dialog box, edit information about the task.
    • Task Name: The name of the task.
    • Type: Specifies whether the task is a regular task, which has a duration, or a task milestone, which includes no duration. Milestones represent moments, like the start or end of an activity. This field cannot be updated after initial creation.
    • Company: The company responsible for completing the task.
    • Assigned User: The user responsible for completing the task.
    • WBS: The WBS associated with the task. Tapping the WBS allows you to view and select items in the WBS hierarchy, subject to editing privileges. If the task is associated with an activity that has predetermined the WBS, you cannot edit it.
    • Activity: The activity associated with the task. The activity you choose here determines the activity band under which the task appears. If you leave this field blank, the new task will appear under the "No Activity" band.
    • Due Date: The date by which the task is to be completed.
    • Proposed Due Date: This is an optional field that enables you to propose a due date for the task. When you enter a date here, the manager of the task is notified and can approve or reject the proposed due date in the web application. If approved, the proposed due date becomes the new due date for the task.
    • Duration: The amount of time the task is expected to require.
    • Use Only Work Days: Specifies whether work on the task will be scheduled for all days or only work days, as designated by the project calendar. If set to Off, then work on the task can be scheduled for weekends, holidays, and other non-work days as designated by the project calendar.
    • Completed Date: The date the task was completed.
    • Additional Fields: These fields are user-defined. This means someone in your organization, probably an administrator or project manager, added them and made them available for use with this project. What they cover and how you use them depends on why they were created.
  6. Tap Done.

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Last Published Wednesday, May 22, 2024