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.
