Edit Task Details

Quick reference

• 00:04 So I now have all of my tasks from the spreadsheet in my project plan.
• 00:10 And you can see that I have added that basic information, so
• 00:14 the start and finish dates, the duration,
• 00:17 who they're assigned to, if it's been costed, and also the status.
• 00:21 Now as I mentioned there is other information that I can add to these tasks,
• 00:26 so let's take a quick look at that.
• 00:29 So let's use the first task as an example, Get Inspired on Pinterest.
• 00:33 I'm going to click on the, i, to open up the task details pane.
• 00:38 Now notice at the top here we can see immediately who this task is assigned to.
• 00:42 If I want to assign this task to more people, I can simply click on the plus and
• 00:47 select somebody else from the list.
• 00:49 Underneath, I get the opportunity to add in some labels.
• 00:52 And we're going to talk about labels in a later lesson.
• 00:55 So for the time being, I'm just going to leave that as blank.
• 00:58 I can choose to add in some notes.
• 01:00 We have our start, our finish date, our duration, and
• 01:04 also the percentage complete.
• 01:06 We then have the bucket that this particular task is assigned to, currently
• 01:10 everything is assigned to Bucket 1 because I haven't created any additional buckets.
• 01:15 And then we have the priority, which is set to Medium.
• 01:18 If I click the drop down here, I'm just going to change this to Important.
• 01:22 We then have Checklist items that we can add underneath.
• 01:26 And if we scroll all the way down, we can add in any dependencies and
• 01:29 also attachments.
• 01:31 Then run to the bottom here I can choose to add this project to a team's
• 01:36 channel in Microsoft Teams.
• 01:38 And we're going to take a look at how those two applications integrate
• 01:41 a bit later on.
• 01:41 So everything that we can add about a task, we can find in this window.
• 01:48 So I'm going to scroll to the top, and I'm just going to quickly add a note in here.
• 01:53 So where it says Add a note, we just need to click our mouse.
• 01:56 And I'm going to leave a little note for myself to, Take a look at B&Q's Pinterest,
• 02:02 because they have so many inspiring pins related to kitchen renovations.
• 02:08 So I'm going to add a note in there and
• 02:10 check out what happens as soon as I click away.
• 02:13 Take a look at the Quick Look column in our plan.
• 02:17 Notice that this is now updated with a little note icon.
• 02:21 So this is a way that visually indicates to me that there is some kind of note
• 02:26 attached to this particular task, and this is why this column is read only.
• 02:31 It automatically updates depending on other things that we're adding to our task
• 02:35 details.
• 02:36 Now one final thing I'm going to do here is I'm going to update the percentage
• 02:40 complete.
• 02:40 So I'm going to say that I've kind of started looking and
• 02:43 this is kind of 10% complete.
• 02:46 So I'm going to enter 10 in there, just press the Tab key.
• 02:49 And then when I click on close,
• 02:51 I can see that percentage complete in a couple of places.
• 02:54 Now if I had the percentage complete column added,
• 02:56 I would be able to see it on here.
• 02:58 So let's do that straight away.
• 03:00 I'm going to say, add column, % complete.
• 03:04 And there we go, it's added it on to the end and
• 03:06 we can now see that this first task is 10% complete.
• 03:09 I can also see it if I switch across to Timeline view.
• 03:13 Once again, I'm going to go to date and we're going to jump to January 2nd,
• 03:18 2023, and we've got our, Get Inspired with Pinterest task at the top here.
• 03:24 And notice that the first part of that is shaded in a darker blue.
• 03:29 So that tells me the percentage complete when I'm looking in this view.
• 03:34 Another thing you might want to do if you look through this project plan,
• 03:38 you can see that some of these tasks, such as, let's say, task number 20 here,
• 03:42 Rewire Kitchen.
• 03:43 Now this task is assigned to Olivia.
• 03:46 She is the one overseeing this particular task, but
• 03:49 she's not actually the one doing it.
• 03:51 The electrician that we've booked is going to be rewiring the kitchen.
• 03:55 Now remember, in project for the web we don't have a resources section where we
• 03:59 can start assigning external contractors to specific tasks.
• 04:03 But what we could do instead is add another custom column,
• 04:07 maybe a text column,
• 04:08 where we can add some information about who's actually carrying out the work.
• 04:13 So once again, let's click on Add Column.
• 04:15 We're going to go to, New field, and we're going to choose,
• 04:19 let's choose a Text column and the Field name.
• 04:24 We're going to call this Contractor and click on Create.
• 04:28 So now I have a contractor column, which means that this task just here,
• 04:33 if I click in it, I can free type in some information.
• 04:36 So maybe we've hired Handyman Electricals to do this work.
• 04:42 So I can type that in there and it acts as kind of a note to myself, but
• 04:46 also shows me the resource that's allocated to this particular task.
• 04:50 So lots of things we can change through that edit task details pane.
• 04:54 And you've also seen there how we can add more information related to resources and
• 04:59 completion dates by adding additional columns.

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