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Once a task has been added, you can update the schedule information,
the detail information (task name, description, task type, account code,
supplier, etc.) or add items to the task from the Template Task page.
You can also add, or update checklist items from this page.
The Template Task page is divided into 3 tabs: Schedule, Detail and
Items. You use the Schedule tab to change task information that impacts
the scheduling of the task and for updating checklist information. You
use the Detail tab to update the task name, description, task type, account
code, budget and supplier information. You use the Items tab to add line
items to a task.
If you are using Task Predecessor Scheduling, you will see parent and
child task information from the Template Task page. If you are using Phase/Rank
Scheduling, then the last section on this page is where you can update
your checklist for the task.
To update Schedule
information:
To change templates, click the Template
link and choose the desired template. To change the stage, click the Stage
link and select a different stage. From the Schedule
tab, change the appropriate fields as needed, then click Update
Task Schedule.
To update Detail
information:
Click the Detail tab. Update the fields
as needed. Click Update Task Detail.
To delete a task:
Scroll down to the bottom of the page. Click the box next to the message, I
confirm that I want to delete this task. Click Delete Task.
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