Managing Tasks

Managing Tasks

The Schedule control has "Inline Editing" meaning the displayed items can be edited directly in the control. Single-clicking on a cell of the currently selected item will put that cell into "Edit Mode". Double-clicking a cell of an item that is not currently selected will achieve the same result (first click selects item, second click enables edit mode).

The Owner property of a Task can be set to reference a User or text. If a User is selected from the drop-down any previously entered text will be removed and vice versa.

The Duration and Work Duration properties of a Task take a number followed by a shorthand reference that denotes the unit of time, "h" for hours, "d" for days and "w" for weeks.

Because the Schedule control features "Inline Editing", changes are not saved directly after they have been made like most of the application, they must be managed by the use of the Save and Cancel features located at the bottom right of Schedule Management.

The Save feature can be used to save any changes to Tasks.

The Cancel feature can be used to cancel any changes to the Tasks, this includes rejecting any changes to Tasks that have yet to be saved, reinserting removed Tasks and removing newly created ones.

Upon successful completion of saving changes a success message will display at the bottom of the application.

Creating a new Task

Clicking on the New button will create a new Task directly underneth the current selection. For example: If the currently selected Task has a WBS of 2.4 the newly created Task will have a WBS of 2.5.

Moving a Task

Tasks can be "moved" using the drag-drop feature on the right side of the Schedule control.

Clicking within the blue box denoting a Task and dragging horizontally will display a small overlay underneth the cursor that will indicate the Start/End Date changes to the Task. Letting go of the mouse-click will complete the operation.

Resizing a Task

Tasks can be "resized" using the drag-drop feature on the right side of the Schedule control.

Hovering over the left or right edge of the blue box denoting a Task will change the users cursor to a "resize" cursor. Clicking and dragging horizontally will display a small overlay underneth the cursor that will indicate the Date and Duration changes to the Task. Letting go of the mouse-click will complete the operation.

Indenting Tasks

Selecting a Task and clicking on the Indent button will indent that Task making it a child of the Task above it. Once a Task has a child it becomes a "Summary" Task and is displayed differently in the right side of the Schedule control.

In order to indent the selected Task there must be a task directly above it that is not already the parent.

The same can be achived by using the drag-drop feature of the Schedule control, see Reordering.

Outdenting Tasks

Selecting a Task and clicking on the Outdent button will outdent that Task removing it from the child collection of the parent (Summary) Task above it.

The currently selected Task must be a child of another Task in order to outdent.

The same can be achived by using the drag-drop feature of the Schedule control, see Reordering.

Reordering Tasks

Tasks can be reodered in the list using the drag-drop feature on the left side of the Schedule control.

Dragging a Task over the others in the list will display a small overlay underneth the cursor that will indicate where to "drop" the Task. There are 3 options displayed depending on the position of the cursor against the row it is hovering over:

  • Before - drops the Task before the Task the cursor is hovering over.
  • Inside - drops the Task inside, making it a child of the Task the cursor is hovering over.
  • After - drops the Task after the Task the cursor is hovering over.

Adding Task Notes

Clicking on the button on the far left side of each Task row will display the Edit Task Notes child window for the currently selected Task, from here additional notes on the Task can be made.

Once notes have been recorded, the Close button can be clicked to close the child window.

Any Tasks that have additional Notes will display a icon instead of .

Setting Progress

A Task's Progress property can be set manually to any value between 0.0 and 100.0 however located above the Schedule control to the top left are 4 buttons that will quickly set the currently selected Task's Progress to one of the following:

  • 25 %
  • 50 %
  • 75 %
  • 100 %

Managing Dependencies

Managing a Task's dependencies can be done in one of two ways:

  • Drag-drop: Using the drag-drop feature of the Schedule control to create "Successors". Selecting or hovering over Tasks on the right side of the Schedule control will display a small white circle to the right of the Task. Dragging that small circle over other Tasks in the list will display a small overlay underneth the cursor that will indicate the "Successor" link being made. The overlay displays a small icon that indicates whether or not a "Successor" link is valid.
  • Manual: Editing the Predecessors column of the Schedule control. The WBS of other Tasks may be entered separated by commas.

The rules for creating Dependencies are as follows:

  • Cannot create duplicates.
  • The WBS must be valid (A Task with that WBS must exist).
  • Cannot make a Task a dependency of itself.
  • Cannot create a dependency to a Task that is already a dependency of current Task.
  • Cannot create a dependency to a Task that is already a dependency of current Task through a dependency chain.

Removing Tasks

Selecting the Task to remove and clicking on the Remove button will display a removal confirmation window. If Cancel is clicked the confirmation window will close and the Task will not be removed. If Yes is clicked the selected Task will be removed from the Schedule control.