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Add, Modify and Delete Tasks

To add, edit and delete project tasks you can work in either the Project Tasks view, or the Project Calendar.



Construct > Project Management > Issues & Tasks > Project Tasks

Start > Collaborate > Calendar > Project Tasks mode

Maintain Tasks



See also


If creating a new task:

  • Double-click in a blank area of the Project Tasks view, or on a cell of the Calendar

If editing an existing item:

  • Double-click on the item on the Project Tasks view or Calendar

The 'Task Detail' dialog displays.

Project Calendar


Enter or update these details of the task, selecting a value from the field's drop-down list where appropriate:

  • The task name
  • Automatic naming - if you have set up automatic naming conventions, click on the Auto button to insert the predefined element name and counter text; if you already have some text in the 'Name' field, it is over-written by the automatic naming text
  • The task type
  • The task owner
  • The expected start and end date for the task (select the checkboxes to activate the dates)
  • The current status of the task
  • The person this task has been assigned to
  • The task priority, such as high, medium, low or undetermined
  • The expected total time for the task and the actual time expended (in complete units; the type of unit must be agreed across the project)
  • The percentage completion
  • The phase associated with this task
  • A description of the task
  • Any progress history appropriate to the task
Set Auto Naming and Auto Counters


Click on the Apply button.


To create another entry click on the New button or, to close, click on the OK button.


To delete a task, in the Project Tasks view:

  1. Right-click on the task and select the 'Delete' option
  2. Click on the Yes button on the confirmation prompt


  • 'Owner' and 'Assigned' fields are filled from the Project Authors, Resources and Project Clients

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