Working with Tasks in Grid View

The Grid view allows you to manage tasks and their locations in a spreadsheet-like format. You can add tasks, edit task details, delete tasks, and customize your view.

Adding a New Task

1. Navigate to the Grid view from the Scheduling menu.
2. Click the Add task button in the toolbar.
3. Enter a name for your task in the panel that appears.
4. Set the start date and finish date for the task.
5. Select the location precision level (the lowest location level where locations are assigned).
6. Enter duration values for each location where the task will be performed.

Tip: By default, new tasks are named "Task X" (where X is the next number), start on the schedule start date, and have a duration of 1 day per location.

Editing Task Details

How to edit a single task

1. Double-click on the task row you want to edit.
2. Update the task details in the panel that appears, including name, start date, finish date, duration, internal buffer, location precision, or locations.
3. Close the task details panel to apply your changes.

How to edit multiple tasks at once

1. Select multiple tasks by holding Ctrl and clicking each task, or hold Shift and click to select a range.
2. Double-click on any selected task to open the task details panel.
3. Edit the common task details you want to change across all selected tasks.
4. Close the task details panel to apply your changes.

Deleting Tasks

1. Select one or more tasks you want to delete.
2. Click the Delete button in the toolbar.
3. Review the list of tasks in the confirmation dialog.
4. Click Delete to confirm.

Adjusting Row Height

1. Locate the row height control in the Grid toolbar.
2. Drag the slider left to decrease row height or right to increase row height.

Filtering Tasks in Grid View

Use filters to focus on specific tasks and reduce visual clutter in your schedule.

1. Open the Filters panel from the side menu.
2. Choose which filter categories to apply:
   • Tasks: Uncheck specific tasks to hide them from the grid.
   • Code: Uncheck codes to hide tasks with those codes.
   • Locations: Uncheck locations to hide tasks assigned to those locations.
   • Suppliers: Uncheck suppliers to hide tasks linked to resources from those suppliers.
   • Resources: Uncheck resources to hide tasks using those resources.
   • Tags: Uncheck tags to hide tasks with those tags.
   • Date range: Set a start date and/or end date to show only tasks within that timeframe.
3. The grid automatically updates to show only tasks matching your filter criteria.

Tip: You can apply multiple filters simultaneously to narrow down your view even further.

 

Tactplan Schedule - Plans_Scheduling - Grid (2.4.0)