Choosing a Task Group
The task finder shows a list of all your task groups in alphabetical order. If you have more than 50 task groups, only the first 50 are shown. You can search for a task group by name, and change the maximum number of task groups displayed by filling in the boxes at the top of the page and pressing the Find button.
To edit a task group, just click on it. To add a new task group, click on "Add a new task group" at the top of the list.
If you don't have any task groups, then tasks are sorted by name throughout ResourcePlanner. If you do have one or more task groups, then tasks and groups are sorted in whatever order you choose (by dragging and dropping them in Task View).
Editing a Task Group
- Name
- This is the name used throughout ResourcePlanner to identify the task group, and it must be unique. You cannot have a task and a task group with the same name.
- Notes
- Enter free-form notes here. If you set "Show Notes" in Settings, then the notes will appear in a pop up window when you hover your mouse over a task in Task View.
- Update
- Pressing this button will write any changed details back to the database, and return you to the previous screen.
- Cancel
- Pressing this button will discard any changes, and return you to the previous screen.
- Apply
- Pressing this button will write any changed details back to the database, but leave you in the same screen.
- Delete
- Pressing this button will delete the details permanently. You will always be asked to confirm a delete (and there may be details in the confirmation dialog of other information which will be deleted at the same time). Once you answer OK to the confirmation dialog, the information will be gone for ever (but see Backup and Restore).