FAQ Project Plan 365

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What happens if I edit the work amount of a fixed work task?
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If you modify the work amount of a fixed work task, the duration will be recalculated.
What happens if I edit the work amount of a fixed duration task?
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If you modify the work amount of a fixed duration task, the units will be recalculated.
How do I change a task type ?
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To change a task type double click on the task name in the Gantt Chart, then click the Advanced tab.
What is the difference between task types and task constraints?
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If you want to impose restrictions on the way the application calculates the start and finish dates, task constraints do the job rather than task types.
Why am I not able to change the task type of a summary task?
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Summary tasks are always fixed-duration types because a summary task's start and finish dates are determined by its subtasks.
How can I make all tasks manually in my new project?
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To make tasks scheduled manually click on File - Options - Schedule - New tasks created - Manually scheduled.
Can tasks be anything else but manually or automatically scheduled?
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Tasks can only be manually scheduled or automatically scheduled. Remember that manually scheduled tasks are not calculated by Planner.
When I assign a user to my business, he will receive an email?
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When you assign a user to your business if he has an account he will receive an email to join your Business. If the assigned resource doesn't have an account, the user receives also a link inside the email in order to set the password for his new account.​​
When should I use manual tasks?
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Manual tasks should be used when you want to explicitly set a task's start and finish dates and not allow it to be changed automatically by the scheduler.
How to change a task from manual to auto?
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Double click on the task and go to Task Information, then check in the Schedule Mode the Auto Scheduled option.
Why do some of my tasks have the finish and start dates blank?
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Go to Format menu and click on Insert Column. Select in the Field Name - Task Mode. If you already have the task mode column skip the previous step. If the Task mode is manual change it to Auto. When tasks are Automatically scheduled, the Planner calculates the Start, Finish and Duration values.
I am not able to change the constraint type of a manual task.
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Manual tasks have the main purpose to not have its Start, Finish dates and Duration modified by the Planner. For this reason, manual tasks should not have any kind of constraints.
Why is my manual task set to Fixed Duration?
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The task type for manual tasks is set to Fixed Duration to make them unchangeable for the Planner.
How to change the bar color for manual tasks?
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To change the bar color go to Format - Bar styles. Under the Name tab look for Manual Task and click on its Appearance field. Select the color you wish and press ok.
How can I make a manual task a milestone ?
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You can do it by double clicking on the task. In the Task information tab check "Mark task as milestone".
Trying to set Finish-to-Finish end date dependencies and the like.
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Please read the following article: https://www.projectplan365.com/training/lesson-2-link-and-unlink-task/.
Is it possible to indent multiple tasks at a time?
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Indenting multiple tasks can be done via mouse drag to the right after selecting multiple grid rows (using the Shift or Ctrl keys). It can also be done using the Indent menu option.​
Is it possible to outdent multiple tasks at a time?
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Outdenting multiple tasks can be done via mouse drag to the left after selecting multiple grid rows (using the Shift or Ctrl keys). It can also be done using the Outdent menu option.​
How do I change the outline of multiple tasks?
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Indenting or outdenting multiple tasks can be done via horizontal mouse drag after selecting multiple grid rows (using the Shift or Ctrl keys). It can also be done using the ribbon menu options available in the TASK tab.​
Is it possible to delete multiple tasks?
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You can delete multiple tasks by selecting multiple consecutive rows using either CTRL or SHIFT keys on you keyboard and then click on Delete option from the Task menu, or press on Delete key or use the Delete Task option from the contextual menu to delete multiple tasks at a time. The IDs of the remaining tasks will be automatically renumbered.​
Is it possible to insert more than one task at a time?
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​To insert multiple tasks, select multiple consecutive rows using either CTRL or SHIFT keys on your keyboard and then click on Insert option from the Task menu, or press on Insert key or use the New Task option from the contextual menu to insert multiple tasks at a time. These tasks will be positioned above the selected rows in the tasks list. The number of newly inserted tasks will be equal to the number of selected rows.​
Can I add a task to Gantt Chart?
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​Adding a task is allowed only in Gantt Chart, Tracking Gantt and Task Sheet views. To insert a task select on the View tab one of the above views. In an empty Task Name field, type a task name and press ENTER or press the Down arrow key on your keyboard.​
Is it possible to insert a task between two tasks?
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To insert a task between existing tasks, select the row below where you want a new task to appear. On the Task tab, click the top part of the Insert button. A new task will be inserted having the title "New Task" and duration "1 day?​".
When should I create a recurring task?
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​Recurring tasks should be created when a task repeats at set intervals. If it does not repeat at set intervals, enter it as a regular task every time it occurs.
How do I make my project as flexible as possible ?
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Tasks are set by default with the "As Soon As Possible" constraint. This gives the scheduling engine the most flexibility in determining the ideal finish date for your project.