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How do I add tasks to existing projects?

  • Updated

To add tasks to your existing projects in ArchiOffice/EngineerOffice:

1. Open the Projects > Tasks screen.
2. Make sure the correct Phase is selected.

ao_projects_tasks.png

3. In the bottom panel, click Action to add a new task at the top level or Action > Sub to add a sub-task to the currently selected task.
4. Click the Edit icon to bring up the details of the task.

ao_projects_tasks_details.png

5. From the Task Detail View screen, you can enter the details for the task, such as description, person responsible, dates, budgeted hours, etc.
6. You can also check the ToDo option if you want to create a to-do event on your calendar from this task.

This task appears in the Projects > Events tab.