How do I View and Edit a Task from the Plan Grid?

Updated Oct 03, 2019

You can view and update tasks from either the Scheduler or Grid planning methods.

Task Contextual Menu

Right-click the task.  The menu shows

  • Task Information
  • Delete task(s)
  • Convert to milestone
  • Split Task
  • Delete dependency
  • Insert Template
  • Replace Resources

Select Task Information

Edit Task

View the task details.  Update any fields on the Task Information window as needed.  

General Tab

Your fields may differ per your environment's configuration.

  • Name
  • Percent Complete
  • Duration
  • Start & Finish Dates
  • Effort

Predecessors Tab

Here you see any existing predecessor relationships, for which this task is the predecessor/dependent task.  To add a new link, click the Add new button.  To remove a relationship, click the Remove button.

Resources Tab

Here you see the assigned resource(s).  You may change the resource assigned and you may update % units.  Click next to the resource name or the % units to activate the drop down menus.

Advanced Tab

View or edit the following fields as needed.  Your fields may differ per your environment's configuration.

  • Calendar
  • Manually Scheduled: checkbox
  • Scheduling Mode
  • WBS Code
  • Constraint Type
  • Constraint Date
  • Status
  • Complete
  • Work Type
  • Iteration
  • Estimated Cost
  • Estimated Revenue
  • Etc.


Notes Tab

Add and edit notes on the task as needed.

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