When you add a Task, you can customise its properties to reflect exactly what’s being done, by who, and when, making sure the plan communicates clearly to anyone who needs to see it.
Tasks can store everything from planned resource quantities and work areas to subcontractor assignments and permit requirements. This way, as your plan changes, not only does everything reschedule automatically, but things like resource forecasts, staging diagrams and daily task-lists update on the spot.
You can create Tasks from wherever you’re working - from the Gantt, from the Board, or imported from another source. For an easy start, try adding them directly inside your Folder structure.
On the Gantt, find the Folder where you want the Task to live
Select at the bottom of the group
Your new Task will appear as a line item within that Folder, ready to edit
See also:
Tasks can be edited at any time; whether you're refining the plan, making updates as work progresses, or finalising details for the as-built record. You can update Tasks one by one or in bulk. Let's look at making edits across a selection of Tasks.
Use the to select all Tasks you want to update
Hold Shift on your keyboard to quickly select everything in between
Once selected, the multi-select toolbar will appear at the bottom of the Gantt
Click the
See also: editing via
Drag-and-drop Tasks on the Gantt to easily adjust the start and end dates.
Hover over the Task Bar on the Gantt
Drag either end of the Task Bar to extend or shorten its Duration
Drag the middle to shift the entire Task forward or backward in time
Subtasks work just like regular Tasks, with all the same properties, but are nested inside a Parent Task. They’re ideal for breaking down higher-level activities, especially when importing from a Master Schedule, while keeping a clear link back to the source activity.
Hover over the Task you want to break down
Click
Hover over Add Subtasks
Enter the number of Subtasks you want to create
Subtasks can only go one level deep (Parent → Subtask). If you need more structure, it's best to use Subfolders to build out your plan.
See also:
Subtasks can be moved from one Parent Task to another, as long as a few conditions are met.
Click the column picker towards the top left of the Gantt
Toggle on the Parent column
Click into the cell for the Subtask you want to move
Select the new Parent Task from the list
Use the to select all Tasks you want to duplicate
Hold Shift on your keyboard to quickly select everything in between
Once selected, the multi-select toolbar will appear at the bottom of the Gantt
Click
Hover over the Task Name
Select
Select Duplicate
Use the to select all Tasks you want to delete
Hold Shift on your keyboard to quickly select everything in between
Once selected, the multi-select toolbar will appear at the bottom of the Gantt
Select
Hover over the Task Name
Select
Select Delete Task
If you have multiple Aphex Projects, you may want to move Tasks & assets from one to another. We'll show you how.
Use the to select all Tasks you want to copy
Hold Shift on your keyboard to quickly select everything in between
Once selected, the multi-select toolbar will appear at the bottom of the Gantt
Click the
You can open a Task from anywhere; Gantt, Map, Board, or List View. Just click the task to open the full Task Panel, right on top of your current view so you won’t lose your place. Reorder the panel sections to keep the most relevant info where you need it.
Right-click any Task and select View Details
The Task Panel will open
Click any Task Card from the section on the left hand-side
Or, click the Work Area on the Map and then the icon
The Task Panel will open
Click any Task Card on Board
The Task Panel will open
Click the name of any Task in your List
The Task Panel will open
The Task Activity Log shows a full history of every change, from edits and delays to comments & documents, with who made the change and when.
Right-click any Task and select View Details
The Task Panel will open
Click to toggle the Activity Log on or off
Right-click any Task and select View Details
The Task Panel will open
Start typing into the Add Comment box at the bottom of the panel
Right-click any Task and select View Details
The Task Panel will open
Click the at the bottom of the panel
Select or to upload an image or document
Select the new value from the list
Click the to confirm. Your update will be applied to all selected Tasks
Click the to confirm
Your Task is now a Parent Task with embedded Subtasks
To add more Subtasks later, click directly under the Parent Task
The Subtask will move under the selected Parent
Click Delete Tasks to delete all selected Tasks
Copy to an Aphex ProjectPick an existing Project or create a new one
Select whether to copy all Task Properties or pick from a custom list
Review the 'Copy Task Summary' and Click
Open the destination project: your tasks will be waiting on the Gantt
Uploaded files will appear in the Task Activity Log
Use filters to show only
