Rename or Reorder Major Tasks

Within your plan, you can override the name and description of each ClearTrial-defined major task and specify the order in which it appears in the Task Manager tree and on reports.

1. From the Edit menu, select Plans.
2. On the Plans screen, select the plan, and then click Edit.
3. On the Edit Plan screen, select the Labor tab.
4. Select a major task, and then click Edit Major Task.
5. Type the new name.
6. Change the description.
7. Identify where the renamed major task should appear with respect to other major tasks when listed on reports or displayed in the Task Manager tree.
8. From the Display this Major Task drop-down list, select before or after. From the drop-down list to the right, select the major task before or after which to display the selected major task.
9. Click Save & Close.