Using the Tasks Tab

Projects > All Projects > (selected project) > Tasks

The Tasks tab displays and manages all the tasks in your project.

Project Actions

• Add Task - Adds a new task. When you open a standard task the following tabs display:
  • Basics - Sets general properties for a task.
  • Members - Assigns employees to a task.
  • Time Logs - Enters labor time.
  • Service Calls - Schedules a service call.
  • Notes - Add notes to a task.
  • Custom Fields - Updates custom fields.
  • Attachments - Adds attachments.
• Import Tasks - Imports tasks from an Excel spreadsheet into a project. You can download a template to guide you on how to format your data for import.
• Gantt Chart - Displays all tasks as a Gantt chart. See Adding Task Dependencies. See Multiple Projects Gantt.
• Batch Actions - Updates task by batch within the project.

Task Actions

• Edit Task - Click the task icon— —to edit an existing task.
• In-Line Edit Click to enable in-line editing of cells in a selected row. Click to save your inline edits.
  • Task name
  • Duration
  • Start Date
  • End Date
  • Plan Hrs
  • Status
  • % Done
• Add Dependency Click enter a dependency between the selected row any other row.
• Add Sub-Task - Click add sub-task to the currently selected task.
• Delete - Click to delete the task.
• Expand/Collapse - Click and to toggle the expansion/collapse of a selected row's child tasks.
• Move - Drag and drop a to move a task.