Editing, Updating, And Attaching Files To A Waterfall Task

All of the below is done in TDNext.

To edit a waterfall task:

  1. Go to the task list for the appropriate Plan in Plan Manager.
  2. Open the task detail window for the task by double-clicking the task row or right-clicking and selecting "Task Details..."
  3. Click on the "Edit" button in the "Task Details" section of the task detail dialog window.
  4. Once changes are made click on the "Save" button.

OR

  1. Go to the task list for the appropriate Plan in Plan Manager.
  2. Highlight the task you want to edit.
  3. Press the F2 key or click the appropriate task list cell to start editing. You can also start typing in any field to edit. Press the "Enter" key.

To update a task:

  1. Go to the task list for the appropriate Plan in Plan Manager.
  2. Right-click on the task you wish to edit and select "Update." The plan will need to be saved or checked in before you can update a new task.
  3. Enter the percent complete, hours, data and time type. You can choose to notify anyone else on the project and leave a comment.
  4. Click the "Save" button.

OR

  1. Double-click the task row to open the task detail dialog window.
  2. Click the "Update" button
  3. Enter the new task completion percent, any new time against the task, comments, and any users to be notified of the update as desired.
  4. Enter the percent complete, hours, data and time type. You can choose to notify anyone else on the project and leave a comment.
  5. Click the "Save" button.

To add an attachment to a task:

  1. Go to the task list for the appropriate Plan in Plan Manager.
  2. Double-click the task row to open the task detail dialog window.
  3. Click the "Add" button in the "Attachments" section.
  4. Select whether to add a file from the user's computer or the project briefcase.
  5. Locate the file on your computer or in the briefcase and click the "Save" button. If adding from your computer, you will need to select a folder in the briefcase to save the file in.
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Details

Article ID: 3624
Created
Tue 2/3/15 11:23 AM
Modified
Wed 7/1/20 3:49 PM