Editing Tasks Inline (Task List)

The Task List allows project managers and other users with Task Edit permission to edit tasks in-line. (Team members with Update permission cannot make changes to tasks in the Task List. For more information on the difference between a task edit and a task update, see About Task Edit and Task Update.)

Important: Any changes you make to a task in the Task List view are equivalent to editing the task in the Task Details window.

Note: If a project schedule is locked for use with ProjectTransit or has been checked out by another project manager, you cannot add, edit or delete tasks in PPM. A message displays in the grid toolbar and no edit options are available. For more information about ProjectTransit, see ProjectTransit Overview.

The Task List provides the following:

• Keyboard support
  Most field types in the Task List support keyboard shortcuts when editing. For details information about keyboard interactions with fields in the Task List, see Keyboard Shortcuts.
  
• In-line editing
  Available to project managers and other users with Task Edit permission.
  
  Use in-line edit to edit:
• # Task number
  Note: Task number is a special field that cannot be edited or removed from the view but you can use the # field to drag a task to a new position in the schedule. See Moving Tasks in the Task List.
• Task Name
  Note: Cannot be removed from view.
• Description
• Status / % Complete
  Note: Only editable if using % Complete to track task progress.
• Duration
  
• Planned Start
  
• Planned Finish
  
• Planned Work
  
• ETC
  Note: Only visible if using ETC to track task progress.
  
• Predecessors/Lag and Lead
  
• Task Type
• Deliverable
• Billable
• Other fields you add to the view. For details on editing different types of fields, see
  See Customizing the Editable Item List.
  
  
• Special fields
  Some field types behave in unique ways:
• Read-only fields
  Fields (or entire records) may be read-only for specific users or for all users.
  
• Related Items
  A Related Items column displays icons for any items that have been related to the current item.
  
  
• A Changed Fields Indicator shows you what fields are changed as a result of an edit.
  

Related Topics:

• Customizing the Editable Item List—How to customize project-level editable Item List views like the Task List view and Dynamic Application List views.
• Deleting Tasks in the Task List—How to delete tasks in the Task List.
• Editing a Task—About edit task options in PPM.
• Using the Task List—Key features of the Task List, including how to use the in-line edit functionality.

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