Monday, November 18, 2013

Working with SharePoint 2013 Tasks

To work with tasks, you will first need to select a starting point. In this example we have selected task 'Four'. Note that because 'Four' has children, we see the expand/collapse triangle on the left of the row. Click on the '+' to bring up the add options.

Click the 'Add Child' icon shown as an indented arrow multiple times to add a series of new tasks. By default they will be named 'New Task' of zero duration with a due date of today.

You can edit the display name of each task by left-clicking or index-finger-touching in the 'Display Name' cell.

Any change you make in IntelliGantt for SharePoint will be immediately updated in the task list. If you ever make a change by mistake, simply click the undo button.

Now that we have renamed each of the tasks, we can schedule by either dragging and dropping in the gantt chart or by editing the Start and/or Finish fields in the task grid. Cell editing is just like how we changed the 'Display Name'. Just mouse-click or finger-touch in the cell you want to edit and we will bring up the date/time control.

Here, though, we will focus on drag and drop operations. You can move the mouse over the task's point in time on the Gantt chart and receive immediate feedback. When the mouse is over the end point you will see it turn grey. We don't show this feedback with the touch interface as your finger will be on the task.

Turn the 'milestone' task into one with a duration by holding down the SHIFT key and moving the finish date forward in time.

Reschedule the task by moving it left or right along the timeline. Finally, if you want to turn it back into a milestone, select the start date.

Move the start date towards the finish date. When the two meet it becomes a milestone again. You can then move it forward in time to reschedule as a milestone.

So the rule is, to give a task a duration you change both the Start and Finish times. With the mouse you do this by starting the drag operation as you hold down the SHIFT key. This will fix the Start date to the current value and you'll now be dragging the Finish date. This operation is tough to do with just the finger so we recommend giving tasks durations by changing their Finish values in the task grid by clicking in the Finish cell.

Finally, to indent or outdent a task, simply click on the task icon in the task grid and drag it to the right to indent, or to the left to outdent. Watch for the cursor to change when you move the mouse over the icon. For touch screens, just put your finger over the task icon and move left or right.

Note that the cursor change shows the 'four-sided' left+right+up+down arrows. So yes, you can reorder tasks by dragging up and down as well. And remember you have that undo operation available.

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