Viewing Tasks

You can organize your view of tasks in several ways.

Viewing Tasks in the Tasks Pane

By default, tasks are sorted by their Start Date.

To sort the tasks by column, click the column that you want to sort the tasks on.

To change whether the tasks are displayed in ascending or descending order, either:

Note: Note
When you sort the tasks by column, the tasks are marked as changed. Sorting tasks by column does not change the data in project tasks, it changes the order in which they are displayed within the current context.

To change the columns shown:

  1. Click a context menu button in a column heading.
  2. Hover over Columns.
  3. Select the columns that you want to display and deselect the columns that you want to hide.

To display all project tasks, click Expand Tree.

To hide all tasks except top-level tasks, click Collapse Tree.

Note: Note
Project Task Gantt remembers any changes that you have made to the column layout or sort order, even if you switch to managing a different project. Because this works by saving a cookie to your machine, the default column layout redisplays if you access Project Task Gantt using a different browser.

Viewing Tasks in the Schedule Pane

In the Schedule pane project tasksA unit of work or collection of work associated with a project. are shown as a solid bar and checkpointZero day task record, which is used to represent an event in the project such as a key decision, completion of a work package, completion of a deliverable or end of a phase. Checkpoint tasks have no relationship with PSA milestones. tasks are shown as a diamond.

To view the details of a task in the Schedule pane, hover over the task bar of the task that you want to view the details of.

Tip:

When a task is located in the upper portion of the Schedule pane and there are many fields in field sets used for tooltips, the tooltip obscures the task. Ask your administrator to reduce the number of fields in tooltips, or disable tooltips in the Schedule pane. For more information about configuring tooltips, see "Tooltip Field Set" settings in Project Task Gantt Settings and Preferences.

Viewing and Editing Task Details in the Task Editor popup

To view and edit task details in the Task Editor popup, double-click the applicable task in the Schedule Pane.

Related Concepts

Project Task Gantt (Task Manager)

About Tasks

About Task Dependency Relationships and Lag

Related Tasks

Managing Projects

Viewing Task Details

Changing Start and End Dates

Adding a Task or Checkpoint

Adding a Task Dependency Relationship

Deleting a Task Dependency Relationship

Editing a Task Dependency Relationship

Assigning Resources or Roles to a Project Task

Closing Project Task Gantt

Deleting Tasks

Editing Project Task Details

Moving Tasks

Printing the Project Plan

Saving Changes

Searching

Undoing and Redoing Changes

Viewing the Critical Path

Zooming

Creating Resource Demands from Project Task Gantt

Associating Project Tasks with Milestones

Configuring Alerts and Restricted Editing of Project Task Constraints

Using Task Notes in Project Task Gantt

Setting up Work Calendars

Reference

Project Task Gantt Fields

Project Task Gantt Settings and Preferences

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.