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Manage programme tasks in Gantt and list views

Use the Programme page to review, filter and manage project tasks in either a Gantt chart or list view, including creating, editing, completing, importing and deleting tasks with real-time updates.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Programme page for your project​

From your project workspace, navigate to the Programme section to open the Programme page, where all scheduled tasks for the selected project are displayed.

Open the Programme page for your project

Step 2: Switch between Gantt and list views​

Use the view mode controls at the top of the page to toggle between the Gantt chart view and the list view, choosing the layout that best suits your planning or review task.

Switch between Gantt and list views

Step 3: Filter and search programme tasks​

Use the filters panel to search by keyword, limit tasks by status or priority, and optionally show only critical-path or slipped tasks so you can focus on the items that matter most.

Filter and search programme tasks

Step 4: Review task details and statistics​

Select a task from the Gantt chart or list to open its details panel, where you can view key dates, status, priority and other information, and see any calculated statistics for the programme.

Review task details and statistics

Step 5: Create a new programme task​

Select the option to add a new task (for example, using the plus button) to open the creation dialog, then enter the required details and save to add the task to the programme.

Create a new programme task

Step 6: Edit an existing task​

Choose a task and open the edit dialog to update its information, such as name, dates, status or priority, then save your changes to refresh the Gantt and list views.

Edit an existing task

Step 7: Mark a task as complete​

Select a task and open the completion dialog to confirm that the work is finished; once confirmed, the task status updates and appears as completed across the programme views.

Mark a task as complete

Step 8: Import tasks into the programme​

Use the import tasks option to open the import dialog, then follow the on-screen instructions to bring in multiple tasks at once from an external source into your programme.

Import tasks into the programme

Step 9: Delete a task from the programme​

From either view, select a task and choose the delete option to remove it from the programme; confirm the deletion when prompted so the task no longer appears in your schedule.

Delete a task from the programme

Step 10: Refresh and monitor real-time updates​

Use the refresh option to reload data on demand and observe that tasks update in real time when changed by other users, keeping your programme view in sync across the team.

Refresh and monitor real-time updates

Last updated: 2025-12-22