Document! X 2017
Project Fundamentals / Project Tools / Task List
In This Topic
    Task List
    In This Topic

    The Task List allows you create and manage Tasks. Tasks are a useful way to keep track of items of work in your project.

    You can access the Task List in 2 ways. Accessed from the Tools Ribbon Tab, the Task List will open on a separate document tab and will show all Tasks in the open project. Accessed from the Tasks View Bar in an individual Topic or Content File, the Task Manager will show only those Tasks associated with that item.

    You can use the Task Manager to:

    Tasks can have a priority and status assigned, allowing you to prioritize outstanding work and track completion of tasks.

    Tasks can be associated with a particular Topic or item in a Content File, allowing you track work required against a specific content item.

    Movies

    Task List Fundamentals

    Open the Task List

    To open the Project Task List (listing all tasks)

    1. Click the Task List button on the Tools Ribbon Tab;
    2. The Project Task List will be displayed, showing all Tasks that are defined in the project.

    To open the Task list associated with a Topic or a Content File item

    1. Open the item for edit that you want to manage Tasks for;
    2. Click the Tasks button in the view strip along the bottom edge of the editor;
    3. The Tasks List for that specific item will be displayed. Only Tasks associated with the current item will be shown on this Task List.

     

    Create a new Task

    1. Click the  New Task toolbar button;
    2. The New Task dialog will be displayed allowing you to define the properties of the new Task;
    3. Click Ok to create the new Task.

     

    Edit a Task

    Edit the properties of the Task by typing directly in the Task Grid

      - or -

    Click the  Edit toolbar button to open the Task for edit in a separate window.

     

    Delete a Task

    1. Select the Task you wish to delete by clicking on it in the Grid;
    2. Click the  Delete toolbar button;
    3. The selected Task will be deleted.