Buttons and Dragging

Below the treelist and Gantt chart are a group of buttons and a drop area for tasks.

Description of the Button and Dragging Area

A Flyout menu opens where you can add:

  • New Group - opens the Group Name dialog. Click here for more information.
  • New Task, opens the Add Task Name dialog. Chick here for more information.
  • Checkpoint - adds a new marker to the Gantt Chart. Click here for more information on adding a checkpoint.
Edits the name of the task selected.
Removes the task or the group selected.

Choosing delete when a group is selected, deletes all of the tasks in the group from the project.

Allows you to transfer tasks from one employee to another. Click here for more information.
If you want to add tasks to a project that have already been created elsewhere, you can drag them to the drop area. Click here for more information.

New Button - Group

To Add a New Group, you perform the following steps:

  1. In the Projects window, click the New button.

    In the example shown, I want to insert the New Group, after the group Rehersals.

  2. In the New flyout, click Group .

    The Group Name Dialog opens.

    3. Enter the name of your new group and click OK.

    New Group is now a sub-group of rehersals. It needs to be at the same level as Rehersals.

  3. You click and drag to right under the group Rehersals and you see the same ended line , then let go.

    Your new group has been added.

New Button - Task

To Add a New Task, you perform the following steps:

  1. In the Projects window, click the New button.

    In the example shown, I want to insert a New Task in the group New Group.

  2. In the New flyout, click Group .

    The Group New Task window opens.

    Click here to go to the Add New Task page.