Add tasks to the project schedule | InLoox 9 for Outlook

If a project schedule (Gantt plan) is a part of your project you can also assign project-related tasks to the regarding activity in the schedule. We recommend this if a task is supposed to be completed within the time frame of this activity and if its content is related to the content of the activity. You don’t, however, have to assign a task to an activity, you can also use it as a “free task” in your project.

Please follow these steps to integrate a task into your project schedule:

1. Go to the planning of your project. Therefore, open your project and click on the Home tab in the ribbon on Planning.
2. Double-click on the activity, summary activity or milestone that you want to assign your task to. This will open the side panel on the right to edit planning elements.

3. At the bottom of the side panel, select the Tasks tab.

4. You will now see an overview of all the tasks in your project that have not been assigned to a planning element in the Gantt chart yet.
5. Now drag the regarding task with the mouse from the side panel onto the respective activity or milestone.
6. You have different options:

• • Drag the task onto activity or milestone so that the line of the element is highlighted. Then let go of the task. It will then be shown as a sub-task to this activity or milestone in the plan.

    
     The task will then appear in your Gantt Chart.

  • You can also convert a task into a planning element. Drag the task from the side panel onto the place in the planning list where you want to create the new activity. A black line will appear in the planning list. Then let go of the task.

    
     You will see a new activity to which the task is assigned.

  • You can also drag the task from the side panel onto a summary activity. This creates an activity below the summary activity, which has the same name as the task. The task is assigned to this activity.

When you want to remove a task from the Gantt chart, you mark the task in the planning list. Then click in the ribbon on the Edit tab on the Remove button.

The task will then reappear in the side panel.

When you are done editing your project tasks, click on the File tab and then on the Save button if you want to keep editing other sections of your project or on the Save and Close button to leave the project.