Task Editor
Use this page to include every task detail, such as notes, documents, forms and processes.
- Open the Schedule page.
- Right-click on the task and select Task Details.
- Make all necessary changes.
- Click OK.
The Task Editor dialog is displayed.
If approval is required for date changes or percent complete, a message displays informing you that an approval request was sent to the Task Manager. Click Continue.
A description of each of the fields are listed below:
- Name: Task name
- Description: A brief description of the task
- % Complete: The completion percentage of the task.
- Duration: The duration of the task.
- Dates Start: The task start date.
- Dates Finish: The task finish date.
- Baseline Start: If baseline was saved, this field displays the start date of this task as it was saved in the baseline.
- Baseline Finish: If baseline was saved, this field displays the finish date of this task as it was saved in the baseline.
- Baseline % Complete: If baseline was saved, this field displays the finish date of this task as it was saved in the baseline.
- Baseline Status: The status of the baseline.
If the Schedule Mode (under Advanced tab) is set to 'Fixed Work', the duration automatically adjusts the number of days based on the resource's units (i.e., % Allocation)
- Add New: Click to add a new predecessor.
- Task Name: Select the task to add as a predecessor.
- Type: Select the type of relationship.
- Lag: Select the time frame for when this new task or additional predecessor tasks can begin or end.
The following options are available if your account has Resource Management (RM) or Resource Management and Cost (RMC) enabled.
- Add New: Click to add a new resource.
- Resource Name: Name of the resource.
- Role: The role assigned to the current resource for the specific task. For a list of actions available to the resource role, see Resource and Manager Roles .
- Units: The percentage of how much of the resource's availability that is dedicated to this task.
- Work: The number of hours the resource is dedicated to this task. This value auto-adjusts after you change the units.
If the Scheduling Mode (under the Advanced tab) is set to 'Fixed Work', the resource's work is not editable.
The following fields are available if your account does NOT have Resource Management (RM) or Resource Management and Cost (RMC) enabled.
- Resource Role: Select the role that will have permission to update the task. All members of this role will inherit the permission.
- Resource - Responsible Resource: Select the user who will be the main point of contact. This user has to be a member of the selected resource role. For a list of actions available to all users of the selected resource role, see Resource and Manager Roles .
- Manager Role: Select the role that will have permission to update the task. All members of this role will inherit the permission.
- Manager - Responsible Resource: Select the manager who will be the main point of contact. This user has to be a member of the selected resource role. For a list of actions available to all users of the selected manager role, see Resource and Manager Roles
- Calendar: Select from the available project calendars.
- Constraint Type: Select the type of constraint to be applied to a task.
- Constraint Date: Select the date that is desired to coincide with the constraint type. To remove a constraint, you must first change the Constraint Type to "None".
- WBS Code: The WBS code of the task
- Rollup: When selected, indicates the task will rollup to the parent tasks
- Manually Scheduled: When enabled, it allows users to change a task's dates manually and ignore schedule dependencies. To enable it, click on the cell and select the check box.
- Critical: Indicates that a task is on the critical path (longest path) for the project schedule
- Milestone: Indicates whether the task is a zero duration milestone.
- Auto-adjust uncompleted: When selected, it moves a milestone to its next available calendar date if the start date for the milestone is in the past and the milestone is 0% complete.
- Master Task: Select the master task.
- Master Process: Select the master process.
- Scheduling Mode: Select the schedule mode.
A Committee Meeting is set to re-occur on the first Monday of the month. This meeting did not take place on the 1st Monday of February and was at 0% complete. When the schedule is loaded the next day, it automatically adjusts the meeting date to the 1st Monday of March.
- Add Comment: Type task-related comments and click Add.
- Check Spelling: Checks the spelling of the comment and provides suggestions.
- Request Comment: Select the user who you wish to receive a comment on the selected task.