How Do I Add Tasks to Existing Projects?

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You can set up default tasks in Preferences and then load them for a phase at the project level using the Action menu > Load. You can also add new tasks to existing projects. Do the following to add new tasks:

  1. Open a project and click the Tasks tab. Select a phase in the Phase grid.
  2. In the Task section, make a selection from the Type drop-down list.
  3. Select the Main from the Action drop-down list to add a new task at the top level or select Sub from the Action drop-down.
  4. Click the new task.
  5. Edit the task description.
  6. In the Responsible section, select the check boxes for the persons responsible for the task.
  7. Select a planned completion date in the Budget End date field.
  8. Enter the budgeted hours for the task.
  9. The status will be set to Pending. This can be changed by clicking the status to Completed or Not Applicable.
  10. Click Done.
  11. The budgeted task hours in the top pane should increment by the value entered into the budgeted hours for the new task.