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Create or edit a programme task

Use the programme task dialog to create new tasks or update existing ones in your project schedule.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the programme task dialog​

From your programme or task list, select the option to add a new task or edit an existing one to open the programme task dialog.

Open the programme task dialog

Step 2: Review or enter basic task details​

In the dialog, fill in or update the task name and description so the team understands what needs to be done and where.

Review or enter basic task details

Step 3: Set planned start and end dates​

Choose the planned start and end dates to place the task accurately on the programme timeline.

Set planned start and end dates

Step 4: Adjust task status and priority​

Select the current status and priority so the task reflects its real progress and importance in the programme.

Adjust task status and priority

Step 5: Update completion percentage and metadata​

Enter the completion percentage and any additional metadata, such as phase or procurement references, to keep reporting accurate.

Update completion percentage and metadata

Step 6: Save the task and close the dialog​

Confirm your changes to create a new task or update the existing one; the dialog closes and the programme view refreshes with the saved task.

Save the task and close the dialog

Last updated: 2026-09-03