Editing Project Tasks

In Gantt, you can edit the name of a project task in the task grid, and you can edit the details and delete tasks in the task grid or the Gantt chart. Any changes are reflected in both panes.

Note:

We're retiring the Gantt page, and Project Task Gantt, and they'll be deactivated in a future release, no sooner than Spring 2027. We'll continue to support the Gantt page and Project Task Gantt until deactivation, but recommend that you start using Gantt on a project record. Work with your administrator to start using Gantt on a project record.

For more information, see Managing Project Tasks from Gantt on a Project Record.

Editing Project Tasks in the Task Grid

To edit the name, start date, end date or duration of a project task in the Task Grid:

Double-click or tab to the relevant cell, and then edit the details.
If needed, double-click or tab to the other cells and edit them.
When you have completed your changes, press Enter or click outside the cell.
Click Save.

Editing Task Completion and Progress in the Task Grid

In the task grid in Gantt on a project record, you can track task progress using the Percent Complete (Tasks) and Completed fields.

You can edit Percent Complete (Tasks) on both child and parent tasks. A value that you enter on a parent task is kept until the next change in the task hierarchy recalculates it.

To mark a task as completed, select its Completed checkbox, and then click Save. The following rules apply:

You cannot complete a task that has not started. If you try to, the message "To set a task as complete, it must first be marked as started." is displayed.
On a parent task, the Completed checkbox is read-only. It is selected automatically when all of the parent's child tasks are completed, and cleared when at least one child task is not completed.
If you try to select Completed on a parent task, the message "To set a parent task as complete, all child tasks must also be complete." is displayed. If you try to deselect it, the message "To set a parent task as incomplete, at least one child task must also be incomplete." is displayed.

After you save, the task grid matches the values recalculated on the server.

Locating Project Tasks in the Gantt Chart

When you select a single task in Task Grid, the Gantt chart is centered on the start date of the relevant task bar. When you select multiple tasks, the Gantt chart is centered on the start date of the first task that you selected.

Editing Project Tasks in the Gantt Chart

To edit a task, double-click the task bar to open Task Editor, where you can update the details of the task, including dependencies and task assignments.

Alternately, you can edit the start date, end date and duration of tasks within the Gantt chart:

To move a project task to a different start date without changing its duration, drag the bar to the required date.
To change a start date or an end date:
1. Hover near the start or end of a bar until the stretch control is displayed.
2. Press and hold the control and stretch the bar to another start or end date.