Create, Edit, and Delete Tasks

• Create a Task
• Edit a Task
• Remove and Delete Tasks

Video 1. Adding Tasks.

Create a Task

You have several ways to create a new Task:

• Select the Task icon on the Toolbar and drag and drop into a day or week
  
  
• Select the Task icon on the Toolbar and double-click anywhere in the Workspace to create new Tasks
  
  
• Open the Assets Panel to Tasks and accumulate all Tasks before dragging and dropping them to the desired locations

Figure 1. Opening the Assets Panel and creating a Task.

1. Click the Plus button on the Toolbar and select Tasks
   
   
2. When the Assets Panel appears, click the Plus button on the bottom right corner
   
   
3. If you've been assigned to a Team, your Team and corresponding color will appear in the Team field; if not, you can select your own Team via the dropdown menu
   
   
4. Type the Title
   
   
5. Add a Link (optional)
   
   
6. Type in a Description (optional, but can be mandatory by admin)
   
   
7. Type a number to specify crew size in the People field (optional, but can be made mandatory by admin)
   
   
8. Type the duration of the Task in the Days field (if you leave it alone, it will default to a one-day Task)
   
   
9. Click Save to save the information and keep the Task Editor open or Save & Close to save the information and return to Assets Panel
   
   
10. Drag and drop your Task to the desired date or week on the Pull Plan

✏️  Note: To quickly create a new Task, double-click on the Pull Plan to have the Task Editor appear.

Edit a Task

You are able to edit Unplanned or Planned Tasks three different ways:

• Double-click on any Task in the Pull Plan or in the Assets Panel
  
  
• Right-click on any Task and use the three-dot menu to see the options, including Edit
  
  
• Click on any Task and then press Enter/Return on your keyboard

😎  Pro Tip: You can double-click on any Task in the Plan to review more information when it's in a Committed State and even add outcome notes to the Complete or Incomplete Tasks. 

Click here to better understand the different Statuses for Tasks.

Remove and Delete a Task

To remove an Unplanned or Planned Task that has been dropped into the Plan and send it back into the Task Inbox:

1. Click on the Task
   
   
2. Press the Delete or Backspace buttons on your keyboard

Additionally, you can use the Context Menu to remove the Task (see Figure 2):

1. Click on the Task
   
   
2. Select the three-dot menu
   
   
3. Click the Delete button

Either of these actions will preserve the Task in the Inbox for you to replan them elsewhere in the Workspace. 

Figure 2. Deleting via Context Menu

However, to completely delete the Task, you must use the following steps:

1. Open the Task Editor for any Task
   
   
2. Click on the Trash icon on the top right

You can also delete all Tasks currently in the Task Inbox (see Figure 3):

1. Open the Assets Panel
   
   
2. Click on the Tasks section to open the Task Inbox
   
   
3. Click on the three-dot menu on to the right of the search bar in the Task Inbox
   
   
4. Click on Delete Tasks in the dropdown menu
   
   

Figure 3. Delete all Tasks in the Task Inbox.