Add tasks and child tasks to a schedule

Open the schedule

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Project Home page, select Schedules in the Scheduling section.
  3. In the Schedules (Gantt Chart) section, select the appropriate schedule's record number or name.

Add tasks at the bottom of the schedule

  1. Select the Add new row icon () on the toolbar.
  2. In the new row added at the bottom of the table, enter the following information:
    1. Enter the Task description .
    2. Select a Start date.

      The start date is required before entering a duration.

    3. Enter the duration in Days.

      The end date is automatically set based on the start date and duration.

    4. Optionally, enter a Completion percentage if the task has already started.

      For example, enter 10 for 10 %.

    5. Optionally, enter a Predecessor task.
  3. Select the Submit changes to server icon () on the toolbar.

Add tasks between existing tasks

  1. Select the task before which the new task must be added.

  2. Select the Add new row icon () on the toolbar and select Add new empty row above from the dropdown.
  3. In the new row added above the selected task, enter the following information:
    1. Enter the Task description .
    2. Select a Start date.

      The start date is required before entering a duration.

    3. Enter the duration in Days.

      The end date is automatically set based on the start date and duration.

    4. Optionally, enter a Completion percentage if the task has already started.

      For example, enter 10 for 10 %.

    5. Optionally, enter a Predecessor task.
  4. Select the Submit changes to server icon () on the toolbar.

Add child tasks

  1. Select the parent task.
  2. Select the Add new child row icon () on the toolbar .
  3. In the new row added under the selected task, enter the following information:
    1. Enter the Task description .
    2. Select a Start date.

      The start date is required before entering a duration.

    3. Enter the duration in Days.

      The end date is automatically set based on the start date and duration.

    4. Optionally, enter a Completion percentage if the task has already started.

      For example, enter 10 for 10 %.

    5. Optionally, enter a Predecessor task.
  4. Select the Submit changes to server icon () on the toolbar.