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Project tasks

Project tasks

Project Tasks are normally defined with the overall project milestones in mind. They are designed to capture temporally the structure of the overall project lifecycle. For example a company would typically need Project tasks for Tendering, Estimating and Contract Management to mention a few areas.

  • Task Types are used to define and filter tasks. Most used are project and phase tasks.

  • Task Definitions must be accomplished elsewhere before a task can be added to a project.

Add a task instance to a project

  • Open the Project form: Toolbar > Project (or Menu bar > Data > Project)

  • Open the Tasks tab.

  • Right-click the gray pane, and select Add Task.

  • Select Task Type.

  • Select Task Definition.

  • When you right click in the Task trigger window, a context menu is available with different options.


Editing existing tasks

  • Right clicking on existing tasks in their highlighted rows reveals a context menu with multiple options for editing or adding tasks, which will again take you to the Task trigger window.

 

 

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Task definitions
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Task types
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Task Triggers
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Phase templates
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Task Duration Formulas
Task Duration Formulas
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