Add tasks and milestones
Whilst viewing the Gantt there are 3 ways to add a new task or milestone:
- Click on the Add Task or Add Milestone button.
- Click on the downward arrow next to the Add Milestone button, select Add, and then Task or Milestone.
- To the right of an existing task or milestone, click on the downward arrow next to the Edit button. Select Add and then Task or Milestone. Using this route will insert the new item as a child underneath the existing task or milestone, creating a hierarchy group.
Top Tip
- Any new tasks and milestones will always be inserted into the existing plan, in the order in which they are added. You can then re-order the entire plan using the sort option within the scheduling mode. See How to sort your Gantt for more information.
Please note: It is not possible to add a new task or milestone whilst the scheduling function is being used by another user. When this happens, you will see the below message and will need to wait until the other user has completed their work. See Scheduling for more information on this feature.
You can click on the padlock against a locked task or milestone to see who is currently in the scheduling function.
Top Tip
- Before adding a new governance report, it is important to check that the scheduling mode isn't being used by another project member. This can be done by looking to see if any tasks or milestones have a padlock symbol next to them. If a governance report is added whilst the scheduling mode is active, any changes made within that area will not be saved.
Update tasks and milestones
Double-click on the task or milestone icon in the Gantt (diamond or rectangle) to open and edit the online form for that item.
The percentage complete status of a task or milestone can be updated directly on the Gantt. Hover your cursor over the item to reveal a small triangle icon. This can be dragged left to right to increase the percentage.