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#MS PROJECT SUBTASKS HOW TO#

Go to Project, Filtered For, More Filters, New, name it “*1 Phase A” set the condition to Phase = A and save it, apply. To select just one phase create a filter: Management science (MS), is the discipline of. You could further explore the Value list option of the Custom Text field… Management process is a process of planning and controlling the performance or execution of any type of activity. You could enter “Phase A”, “Phase B” etc instead of just A, B, C. It is now grouped by Phase with a title of A, B, C etc. Go to Project Group by, More Groups, New, name it “*1 Phase” set the first level to “Phase” or whatever you named the text field to, set the back color, font style etc, and apply. Fill in an “A” for each phase A, “B” for each Phase B etc.

Now right click on the text1 column and choose customize fields, choose “text” in the top right and rename – “Phase” would be appropriate, (or “Lifecycle Phase” if others have different definitions of what a phase is). To change a subtask to a main task, hover over the task to reveal the move icon to the left of the task name. You can then drag the task you want to move into the subtasks area. Insert a text column – right click the title area, insert column, field name, choose text1 and enter. Expand the parent task so you can see the existing subtask, then click the subtasks icon on that subtask.

I prefer to use one of the Text Fields to achieve this kind of summary. If the descriptions are different, but include the phrase “Phase C” then click the arrow, Custom, select “contains” on the left, and enter Phase C on the right – this assumes you are absolutely consistent in your data entry. Click on the Task Name arrow and select “Phase C”, you will have only phase C subtasks. You will now have an arrow in each of your column titles. This simplest assumes each of the task descriptions is the same for each “Phase C”. Click Indent to change the level of the selected subtask to a new level.There are a number of ways to achieve this.Click the Move Up or Move Down button to reposition the subtask under its parent task.Continue to Outdent the task until the subtask is at the same level as its parent task: Select a subtask and then select the Task tab on the Ribbon.

Continue to Indent the task until it is at the desired level: Change the level of a subtask and move it down to a lower level: Continue to Outdent the task until it is at the desired level:Ģ. Change the level of a subtask and move it up to the same level (or higher) of its parent task: Once you’ve finished, you will have a multi-level task list that contains a hierarchy of tasks and subtasks:ġ. Simply click either a task or a subtask and open its menu to add the subtask.

You can easily create a multi-level task list following the same instructions listed above.

After you have successfully added your new subtask, you will see it listed under its parent task:.

This will save your newly created subtask: By the end you will be able to create a project plan with a Gantt chart in Excel within 10.

#MS PROJECT SUBTASKS HOW TO#

In this article I will show you how to create a project plan in Microsoft Excel with a Gantt chart. The plan will increase your chances of completing the goal of a finished project. Click Stop editing this list once you have finished entering in your data. Therefore it is important if you have a project that you have plan.

Input the applicable text for the subtask.

Select Create Subtask from the menu to add a new subtask to the task at hand:.

Select a task and click the associated ∙∙∙ button to open the task’s menu: In this post, we’ll show you how to add, manage, and rearrange tasks and subtasks in multi-level lists.Īdd a new subtask to a current task item: One of their new developments for managing your tasks includes the ability to add multiple subtasks to your SharePoint tasks. In Share Point 2013, Microsoft has truly maximized how you utilize Task Lists.