Creating Tasks

Select a folder from the folder tree and click the Task tab in the upper pane.

Click Task > New. The New Task dialog box opens.

On the Task page of the New Task dialog box, type the Name of the task. You can use up to 255 characters for the task name.

Note: Although the Responsibility field names the person primarily responsible for the completion of a task, additional people can be designated on the Resources tab.

Optionally, check Milestone to indicate that the task should be treated as a milestone task. You can display the Milestone column in the task list and sort for the tasks that have been designated as milestones.

Select the current status of the task from the Status list.

Pending: Waiting for completion of a predecessor task.
Ready To Start: Work can be started on the task.
In Progress: Work has been entered for the task.
Finished: Work is finished on the task.
Closed: Task is completed and closed.
Hold: Work temporarily stopped on the task, usually to wait for completion of another task.

Choose a Priority level from the list. The priorities are identical to those used in Microsoft Project.

Note: Do not use the priority Do Not Level. This priority is a Microsoft Project-specific term.

Type the Duration which is the number of hours the task will take to complete. This field is disabled if the task contains sub-tasks since the duration of a task is dependent upon the duration of its sub-tasks.

Type the Percent Complete which is the percentage of work already completed for this task. This field may range from 0-100. The default is 0 for new tasks.

Optionally, check Needs Attention to notify team leaders or task reviewers that this task requires attention. Explain why this task needs attention in the text box. Team leaders can add the Needs Attention column to their task list and sort for items with this designation.

Click OK. This creates a new task which will serve as the root of a task tree in the Task pane.