Add a Task and Edit a Task

This section describes the commands that do the following:

Add a new task in the Daily, Weekly, Monthly or Project Views

Edit an existing task in the Daily, Weekly, Monthly or Project Views

Note: Both adding and editing a task is done in the Add/Edit Tasks dialog. Click the link for explanations of the tabs and fields in the Add/Edit Tasks dialog.

Adding a Task

This section has two parts:

Using the Add Task command

Task location and scheduling

Using the Add Task command

Use any of these methods to run the Add Task command to open the Add/Edit Task dialog (and add a new task):

Select Tasks | Add Task on the Menu bar.

Note: The Tasks menu on the Menu bar is the same as the Right-click menu except that it includes the Purge Completed Tasks command. Also Add a Template Task is greyed out when you're not entering a task in the Project View.

With the cursor on the place you want the new task, click the right mouse button and select Add Task from the Right-click menu.

Note: If you are entering a task in the Project View, you will also see Add a Template Task; this command is not available in the other views.
Click the Add Task icon (the "plus sign") on the Toolbar.

Task location and scheduling

The location where you add a task determines whether the task is assigned a default date or time.

To add a task in the Project View, select "Projects" or click on an existing task in the Project View. Then add the new task using the Add Task command as described above.

You will see the Add/Edit Tasks dialog with no assigned date or time fields.

To add a task to the Daily View, select "Tasks for date " in the Daily Tasks list.

Then add the new task using the Add Task command as described above.
To add a task in the Weekly or Monthly Views, click on the desired day. (It will be highlighted with a white background.)

Then add the new task using the Add Task command as described above.
You will see the Add/Edit Tasks dialog with the date automatically filled in.

To add an appointment, click on a time slot in the Appointment grid. Then add the new task using the Add Task command as described above.
You will see the Add/Edit Tasks dialog with today's date in the Date field and the selected time in the Start Time field.

Editing an existing task

There are four ways to edit an existing task:

Double-click on an existing task in any view.

Select Tasks | Edit Task on the Menu bar.

With the cursor on the highlighted task, click the right mouse button and select Edit Task from the Right-click menu.

Click the Edit Task icon ("the pencil") on the Toolbar.

Links:

Add/Edit Task Dialog

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