Tasks and WBS (Work Breakdown Structure) have a default sorting order to make your work easier to find.
The default sorting orders are:
Same as project assets page
Drag and Drop
Drag and drop can be used to reorder the structure of the Gantt table, or to change a task’s properties.
Only certain groups can be re-ordered with Drag and Drop:
Re-order by Drag and Drop
Reordering groups will only change the sort order for the user who made the change. The exception to this rule is that any reorder made while in a Team Space will change the sort order for all users of that team.
You can drag and drop a task between all the different groups (structures) to change it’s properties.
Users automatically become the task's Owner when they create a task.
By default, the new task will be a one-day task set in the middle of visible Gantt. The new task will have the project's default calendar selected, and be set to a Day Shift.
See information in bulk and add properties to tasks more efficiently with columns. You can change which columns appear on the Gantt table and save custom configurations within the column selector.
Saved custom configurations are user-specific and are accessible on all Projects and Organisations. The All Required configuration reflects the Publication Requirements in the project routine settings.
Copy and Paste across multiple cells
You can copy and paste information from one cell into multiple cells using [Shift + Click] if more than one task requires the same field.
Pasting will overwrite any existing information in the cells you are pasting into.
Ctrl + 1
All required columns
Ctrl + 2
Ctrl + 3
Ctrl + 4
Ctrl + 5
Ctrl + 6
Ctrl + 7
Ctrl + 8
Ctrl + C
Ctrl + V
Select multiple cells
Shift + Click (cell)
Ctrl + Z
Ctrl + Shift + Z
Shift + Enter
Shift + Click (link)
Ctrl + D
Tasks and Groups appears on the Gantt as a bar or a header which spans the total duration.
Coloured Task bar
Summary Header (can be expanded to reveal subtasks)
WBS (Work Breakdown Structure)
Level of structure of WBS
Gantt lines help indicate Today's date, and other important reference dates. The three lines on the Gantt each represent something:
Your local date (today)
Your project’s lookahead period
Your project’s most recent promise date.
You can view the weather forecast of your project on the Gantt.
The weather forecast will reflect your project’s location in project settings. You can only see the forecast for the upcoming week.
You can draw relationships and create dependencies between tasks with relationship links.
Relationship links are created in the same direction that they are drawn and can be drawn in four directions:
Start > Start
Start > Finish
Finish > Start
Finish > Finish
Moving a task's successor can create a lag between two linked tasks, or lag can be entered manually.
Successor tasks will automatically schedule when a predecessor task is moved unless the task is in progress, promised, assumed completed or completed.
Tasks can be broken down into Subtasks.
Most fields of a task you break down will be passed onto the subtasks:
The owner, assignees, labour, plant, location, work area, WBS, external ID and package fields, as well as any documents of a task you break down, will be passed down to the new subtasks
Materials assigned to a task that you break down will be split equally between subtasks.
Notes are not passed on. The parent task and each subtask have their own separate notes column.
Deleting a task will remove it from your project permanently.
The predecessors and successors of a deleted task will not be deleted. Deleting all subtasks will delete the parent task.
Only Project Admins can delete tasks that have Status Events recorded, or tasks that are Promised.
Duplicating a task allows you to create a copy of that task.
Duplication of a parent task will copy all subtasks. All task information, including the task's predecessors and successors, will be copied to the duplicate, except the activity ID, external ID, status, documents and comments.