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Task Properties Panel Overview

A tour of the task panel: dates, progress, details, predecessors, links, resources and risks.

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Written by Jacob Giguere

The Task Properties panel shows everything about one task in one place. Use it to change a task's details, links, resources and risks, or to mark it complete.

Open the panel

In the Gantt view, double-click a task, or select it and press F2. You can also go to Actions > Properties.

Header

  • Task name: click to rename.

  • CPM ID and Created Date.

  • Estimated Start/End and Actual Start/End. Actual dates fill in automatically when progress goes above 0% and reaches 100%.

  • Progress bar and Status, for example In Progress.

  • Icons at the top right open comments, advanced settings (gear) and refresh, and close the panel.

Details tab

  • Type: for example Task.

  • Priority Task: tick to flag the task as a priority.

  • Schedule By: Manual keeps the dates you set. Auto lets the schedule calculate dates from links and constraints. See Manual vs Auto Scheduling.

  • Notes.

  • Scheduling Rollup / Summary Item: the summary task this task sits under.

  • Assign To: the industry and organization or work team doing the work. Use Color By and its pencil icon to set the bar color.

Other tabs

  • Predecessors: the tasks this one depends on, the dependency type (for example, Finish-to-start) and any lag.

  • Links: links to related items.

  • Resource: the people, equipment or materials assigned. The badge shows how many.

  • Risks/B&I: risks, blockers and issues logged against this task.

Footer

  • Use the arrows and counter (for example, 16 of 45) to move to the previous or next task without closing the panel.

  • The lock icon locks or unlocks the task.

  • Mark as Complete sets the task to 100%.

  • Save Task saves your changes.

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