Deleting, Editing, and Adding Tasks and Milestones

Each section in the schedule overview is labelled differently, however they all work in the same way. Each box is set up in this format. You can edit, add, delete and change the status of tasks.

Step 1:
If you click the red “delete” button a the top right of the box, it will delete your entire milestone. If you do wish to delete your milestone, click the red “delete” button and a box will appear.

Step 2:

You need to enter the word “delete” in the text box. So if you do accidentally click delete this box will appear and you can click cancel.


 

Step 3:

To edit a task click on the blue “edit” button that is aligned with the task you wish to edit.



Step 4:
A box will appear with the details of the task that you can edit. When you finish editing, you can choose to send an automatic email to everyone who is involved with the task. Just tick the corresponding box once you have finished editing the task.

 

Step 5
Once you click submit, if you have chosen to send a notification to the people affected by the edit then it will automatically send, unless you have chosen to write more content in the email, you will be able to add that content before sending it.

Step 6
Add a task by clicking the blue “add task” button at the bottom of the milestone box.

 

Step 7
When you click the “add task” button a pop up box will appear.

When you create the task you can decide on the planned start time as well as who will be involved in the task, planned duration of the task and if you would like to have a prompt for the task. You can edit all of this information later down the track using the “edit” button.

You can also choose to send a notification to all the people involved in the task notifying them of that task and you can also choose to add more content to the email.