Scheduling (projects) › How to Create New Tasks › Insert Tasks to a Specific WBS Location

Insert Tasks to a Specific WBS Location

Use the following procedure to insert a task to a specific location in the work breakdown structure (WBS) in the Gantt view.

Press Insert multiple times to create multiple blank task rows. You can fill the required fields later and when done, save only once.

Follow these steps:

1. Open the project.

   The properties page appears.

2. Open the Tasks menu and click Gantt.

   The Gantt view appears.

3. Select the check box, or click anywhere on the task row to insert the new task row below it, and do one of the following:
   • Use the keyboard shortcut key:
     • Windows: Press Insert.
     • Macintosh: Press Ctrl+I.
   • Click the Create New Task icon on Gantt view.

   The new task is inserted.

4. Complete the following fields:

   Task

   Defines the name of the task. The value for the field is derived from the Name field on the task properties page. On list pages or in portlets, displays the name of the task. You can click the task name to open the task properties page.

   Limits: 64 characters

   Required: Yes

   Start

   Defines the date of starting the task assignment for a resource. The list pages or portlets display the start date.

   Default: Task start date

   Required: Yes

   Note: Define the assignment to start on or after the task start date. If an assignment has actuals, the field is view only.

   Finish

   Defines the date of completing the task assignment for a resource. The list pages or portlets display the completion date.

   Default: Task completion date

   Required: Yes

   Note: Define the assignment to finish on or before the task completion date.

   % Complete

   Defines the percent of work that has been completed when the task is partially completed.

   Values:

   • Zero. Enter this amount if the task is not started. The status of the task changes to "Started" (unless you specify "Not Started").
   • 1 through 99. Enter this amount if the task has ETC or actuals posted and the task is not started.
   • 100. Enter this amount if the task is complete, and then specify "Completed" as the status for the task.

   Default: 0

   Required: No

   Assigned Resources

   Defines the name of the resource assigned to the task.

   Required: No

5. Do the following:
   • Click the Save icon on the Gantt view toolbar.
   • To enter a new task beneath and as a peer to this task, press ENTER.
   • Press TAB on your keyboard to move to the next field.

More information:

How to Create New Tasks

Copy Tasks from Project Templates

Move Tasks within the WBS

Assign Resources from the Gantt View