Editing a Phase or Task in Outline or Gantt View
You can edit phases and tasks and continue working as data is saved and updated in the Outline and Gantt chart. Editing a task and further actions are available when you right-click a task. Phases, tasks, and milestones can be reordered or moved from phase to phase in Outline View by dragging them where you would like. A green check mark indicates valid locations to move the phase, task, or milestone.
To edit a phase or task:
-
Click the ellipsis icon
next to a phase, task, or milestone to open a context sensitive menu from which you can edit phases and tasks and continue working as data is saved and updated in the Outline and Gantt chart. Phases, tasks, and milestones can be reordered or moved from phase to phase in Outline View by dragging them where you would like. A green check mark indicates valid locations to move the phase, task, or milestone. -
Click the Edit icon
next to a phase, task, or milestone to open and edit it in Task view.
Clicking Edit in the context menu opens a standard form allowing attributes to be changed. Calculated dates in Outline view can be overridden; hard dates which you enter inline in the Outline or in the task form are highlighted with green diamonds.
Most inline changes are saved immediately, however, if for some reason it is taking longer to save, or if the save is having issues completing, the unsaved changes will be highlighted in purple.
If the Enable user level outline view switch is enabled, you can get detailed values for each Assigned To field in both Outline and Gantt views. This information provides an extended overview and understanding of the project and task assignments on a per user basis.
Phases and tasks are stored in the same database table: project_task. The difference is that for a phase, the is_a_phase field is set to 1 and the start_date, planned_hours, and percent_complete fields do not apply because they are computed from the child tasks.