Rename or Reorder Tasks

Within your plan, you can edit the name and description of each Task and specify where it appears in reports and in the Task Manager tree.

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. On the Labor tab, select the major task and click Edit Major Task.
5. From the list of tasks shown at the bottom of the Major Task Details tab, select the check box of the task and click Edit Task.
6. On the Task Details tab, rename or reorder the task.
   • In the Name field, enter a new name.
     • Optionally, specify a code to appear as a prefix when this task appears. The code also determines the default position of the task within the Task Manager.
     • Change the description to describe the new name.
     • Specify where the renamed task should appear in task list. From the Display this Task drop-down list, select before or after. From the drop-down list to the right, select the task before or after which to display the task.
   • If reordering an existing task:
     • On the Task Details tab, from the Display this Task drop-down list, select before or after. From the drop-down list to the right, select the task before or after which to display the task.
     • Alternatively, use the mouse to highlight the task and drag and drop it into the new position.
7. Click Save & Close.