Available View Actions
In the Calendar, Gantt, and Task List views, you can perform these actions:
-
Hover over a task—Causes hovertext to display, showing the task name. For the Gantt view, this is available when hovering over the chart task bar and includes the task name.
-
Left-click a task—Causes the task to highlight. The Task Panel at the bottom of the screen then updates to display the task’s information.
-
Double-left-click a task—If the task is in a template or in an unopened schedule, the Task Details dialog box displays, where you can view and edit the task details. Otherwise, the Task Action dialog box displays.
-
Right-click a task—Pops up a context-sensitive menu that enables you to perform certain actions. The menu contents vary depending on the task status and security role.
-
Change View—You can click on the Quick Links list of views.
-
Drag/Drop a Task Type onto the view—Drag a Task Type from the left side panel onto the view to create a new task of that type.
-
New Task—Create a new task using the menu or toolbar.
You can perform these actions in the Gantt and Calendar views:
-
Move a Task—You can click and drag a task to move it to a different day or hour.
-
Change Duration—You can click and drag the right-side of a task to change its duration and end date.
-
Multiple Select—On the Gantt view, you can multi-select tasks and perform actions; for example, delete.
In the Dashboard, for My Worklist, Schedule Tasks, and Status Chart, you can select one, all, or any number of schedules by multi-selecting.