Take extra care when removing data after using subtasks and summary tasks. You can then determine which tasks are subtasks and which are summary tasks. Outlining your plan helps you see how the tasks correlate. Top-down method: If you're using the top-down approach, you first list out the major phases of your project before breaking them into smaller, individual tasks.īottom-up method: In the bottom-up approach, you identify all the possible tasks in your project first before grouping them into phases, either by sequence or relatedness.
There are two ways to outline your project plan:
#Add tasks in toptracker how to
Related: How To Improve Your Management Skills Tips on using subtasks and summary tasksīelow are a few tips to help you use subtasks and summary tasks effectively in your projects: Outline a plan for the project
#Add tasks in toptracker plus
To show subtasks, click on the plus (+) sign before the summary task. To hide subtasks, click on the minus (-) sign before the summary task. You can hide or show subtasks depending on your needs. Hiding and showing subtasks in MS Project The selected task immediately becomes a subtask. You can navigate to the editing group on your task tab and click indent, or you can press the Alt+Shift+Right arrow keys. IndentĪfter selecting the task, indent it. If it doesn't, you can insert a new task that better summarizes the subtask you're about to create. As the task directly above your selected task becomes a summary task, make sure it satisfies the criteria to be one. Select a taskįrom your list of tasks, select the task that you want to turn into a subtask. If you're out of the default view for any reason, you can find your way back by going to the view menu and clicking "Gantt chart." 2. This view lists the tasks in your project in a way that shows their relationship to one another and the general schedule. While there are many other views available to users in MS Project, the Gantt chart view is the default and the most commonly used. You can follow these steps to create subtasks: 1. This feature allows you to hide details you don't want to share with unauthorized people. You can display, print or share project information with different levels of detail. Summary tasks provide project data at a glance. They give your schedule an easy-to-apply outline structure. Using subtasks and summary tasks can be beneficial in a few ways, including: Why are subtasks and summary tasks important? They show the relationship among the tasks in your project and make it easy for your team to complete them. Together, subtasks and summary tasks are ways you can define the structure of your project. In MS Project, making a task a subtask automatically turns the one above it into a summary task. Those smaller tasks are subtasks and are the components of a bigger set known as summary tasks. Related: The Best Computer Skills To Develop For Work What are subtasks and summary tasks?Į very project typically comprises specific tasks, some of which are often big or complex enough to consist of other smaller ones. In this article, we explain what a subtask is, discuss how to create subtasks in MS Project, explore why they're important, share tips on how to use them and provide an example to help guide you. Using subtasks and summary tasks can help you organize your plan in MS Project in a logical and easy-to-understand manner for you and your team members. Subtasks are effective ways to add structure to a project you're planning and overseeing.
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