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Task Management

Learn how to create, edit, and organize tasks in the Gantt chart.

Creating Tasks​

Using the Add Button​

  1. Click the Add button in the toolbar
  2. If task presets are configured, select from the preset menu
  3. Enter task details in the form
  4. Click Save

Task Form Fields​

FieldDescription
Task NameDescriptive name for the task
DescriptionAdditional details about the work
Start DateWhen the task begins
End DateWhen the task completes
DurationLength of the task (auto-calculated from dates)
ProgressCompletion percentage (0-100%)
OwnerAssigned team member
SubcontractorExternal contractor role
ColorVisual color coding

Using Task Presets​

If your administrator has configured task presets:

  1. Click the Add dropdown arrow
  2. Select a preset from the menu
  3. The task form opens with preset values filled in
  4. Adjust as needed and save

Editing Tasks​

Opening the Edit Form​

Multiple ways to edit tasks:

MethodAction
Click task rowOpens the detail form for full editing
Double-clickQuick inline editing
Press EnterOpens edit form when task is selected

Inline Editing​

Some fields can be edited directly in the grid:

  1. Double-click the cell you want to edit
  2. Make your changes
  3. Press Enter to save or Escape to cancel

Drag and Drop​

Adjust task timing visually:

ActionHow To
Move taskDrag the task bar horizontally to change dates
Resize taskDrag the left or right edge to adjust duration
Both dates moveWhen dragging the bar, start and end dates shift together

Move a task - drag the bar horizontally:

Resize a task - drag the left or right edge:

tip

Hold the task bar in the middle to move it. Grab the edges to resize.

Task Progress​

Track completion percentage for each task.

Updating Progress​

  1. Click a task to open the detail form
  2. Adjust the Progress slider (0-100%)
  3. Save the task

Visual Indicator​

  • Progress displays as a filled portion of the task bar
  • A task at 50% shows half the bar filled
  • Completed tasks (100%) show a fully filled bar

Quick Progress Update​

You can also drag the progress indicator directly on the task bar:

  1. Hover over the task bar
  2. Look for the progress handle
  3. Drag to adjust the percentage

Task Hierarchy​

Tasks can be organized in a parent-child hierarchy.

Parent tasks automatically calculate their dates based on their children:

  • Start date = earliest child start date
  • End date = latest child end date

Creating Subtasks​

  1. Select a parent task
  2. Press Ctrl + Enter to create a subtask
  3. Or use the Add button while a task is selected

Indenting Tasks​

Move a task to become a child of the task above it:

  1. Select the task
  2. Press Shift + Right
  3. The task moves under the previous task

Outdenting Tasks​

Move a task up one level in the hierarchy:

  1. Select the task
  2. Press Shift + Left
  3. The task moves to the same level as its former parent

Expanding and Collapsing​

ActionMethod
ExpandClick the expand icon, or press Ctrl + Right or Shift + Down
CollapseClick the collapse icon, or press Ctrl + Left or Shift + Up

Selecting Tasks​

Single Selection​

Click any task row to select it. The selected task is highlighted.

Toggle Selection​

Press Space to toggle selection on the current task:

  • If selected, it becomes unselected
  • If unselected, it becomes selected

Deleting Tasks​

Delete a Single Task​

  1. Select the task
  2. Press Delete key
  3. Or click the delete button in the task form
  4. Confirm the deletion

What Gets Deleted​

When you delete a task:

  • The task is removed from the schedule
  • All dependencies connected to the task are removed
  • Subtasks remain but move up one level in hierarchy
warning

Deleting a task cannot be undone. Use caution when deleting tasks with dependencies.

Task Colors​

Setting Task Colors​

  1. Open the task edit form
  2. Select a color from the color picker
  3. Save the task

Color Sources​

Tasks can get their color from:

  • Manual assignment - Color set directly on the task
  • Template - Inherited from schedule template
  • Default - System default color

Using Colors Effectively​

Consider using colors to indicate:

  • Different work types (design, construction, inspection)
  • Responsibility areas (electrical, plumbing, framing)
  • Priority levels
  • Phases of the project

Tips for Task Management​

  1. Use clear names - Task names should describe the work clearly
  2. Set realistic durations - Account for actual work time needed
  3. Assign owners - Every task should have someone responsible
  4. Update progress regularly - Keep the schedule current
  5. Use hierarchy - Group related tasks under parent tasks
  6. Add descriptions - Include details that help team members understand the work

Troubleshooting​

Can't Edit Tasks​

  • Verify you're viewing an individual schedule (not "Full-schedule")
  • Check that you have edit permissions
  • Ensure the schedule isn't locked

Dates Not Changing When Dragging​

  • Check if the task has dependencies that constrain it
  • Verify you're dragging the bar, not clicking
  • Ensure the schedule is editable

Progress Not Saving​

  • Make sure you click Save after editing
  • Check for validation errors in the form
  • Verify you have edit permissions