Adding and Editing tasks to the plan in MS SharePoint

Contents:

1. Adding tasks to the plan in MS SharePoint
2. Editing tasks to the plan in MS SharePoint
3. Chat

Adding tasks to the plan in MS SharePoint

Steps to add new tasks to the plan in MS SharePoint:

1. Open a project plan. Click the "Projects" item in the left menu and click the project name.
2. Click the "Tasks" item in the left menu.
3. You can add task in the table:
   • Add the task name in the "Task name" column.
   • Edit the task end date in the "Due Date" column.
   • Edit the task worker in the "Assigned To" column.
   • To add a task in the timeline: select the task and click the "Add to Timeline" buton. (Read more "Project timeline in MS Project Server")
4. You can add task in the top menu.
   • Click the "New Item" item in the top menu.
   • Click the "Task" item.
   • Enter the task name in the "Task Name" field.
   • Enter the task start date in the "Start Date" field.
   • Enter the task end date in the "Due Date" field.
   • Enter the task worker in the "Assigned To" field.
   • Enter the task description in the "Description" field.
   • Set the dependency between tasks in the "Predecessors" block.
   • Set the task priority in the "Priority" block.
   • To save click the "Save" button.
5. You can add a new task by click in the "Insert" button in the "Hierarchy" block.

Steps to chabge view format in MS SharePoint:

1. Click the "LIST" item in the left menu.
2. To edit in the table mode, click the "Quick Edit" button in the "View Format" block.
3. To edit in default mode, click the "View" button in the "View Format" block.

Editing tasks to the plan in MS SharePoint

Steps to view the task in MS SharePoint:

1. Click the task name in the "Task Name" column. 

Or

1. Select the task.
2. Click the "Tasks" item in the left menu.
3. Click the "View Item" button in the "Manage" block.
4. Click the "SHOW MORE" link.
5. To edit the task click the "Edit item" button.
6. To delete the task click the "Delete item" button.
7. Click the "Close" button.

Steps to edit task in MS SharePoint:

1. Select the task.
2. Click the "Edit Item" item in the top menu.
3. Click the "Task" item.
4. Edit the task name in the "Task Name" field.
5. Edit the task start date in the "Start Date" field.
6. Edit the task end date in the "Due Date" field.
7. Edit the task worker in the "Assigned To" field.
8. Edit the task description in the "Description" field.
9. Set the dependency between tasks in the "Predecessors" block.
10. Set the task priority in the "Priority" block.
11. To save click the "Save" button.