Creating and managing tasks

Tasks can be added one at a time, in bulk, or at a specific point in the hierarchy. Once created, they can be opened, duplicated or deleted directly from the grid.

Before you start: if the Tasks tab is not showing in your project, go to Project Settings > Enable Tabs and click Enable Tasks Tab.

Create a single task

1. Click Create Task in the toolbar above the grid. A new row is added to the Task List.
2. Type the task title directly into the grid.
3. Click Open Task to add further details, such as Description, Status, Tags, Start and End Date, and Assigned users.

Create several tasks at once

1. Open the ellipsis menu in the toolbar above the grid and select Bulk Create Tasks.
2. Enter the tasks you want to create, one per row.
3. Complete the details in the Bulk Create form. These are applied to every task created.
4. Once the tasks are created, open any task individually to add a description, tags or attachments.

Add a task at a specific point in the hierarchy

1. Right-click a row in the Task List.
2. Select Create Task, then choose whether the new task is a sibling or a child of the selected task.
3. Enter the task title. The task appears immediately in the grid.

Open, duplicate or delete a task

• Open: click Open Task on the row, or the expand icon, to open the task flyout. Changes made in the flyout and in the grid stay in sync.
• Duplicate or delete: right-click the task and select Duplicate Task or Delete Task.