Working with tasks

You can manage tasks in both Gantt and Timeline boards using the same steps. This guide focuses on managing tasks in the Gantt Board.

In the Gantt or Timeline view, each task appears as a horizontal bar, with its length representing the time between the start and due dates. Tasks without dates will not be displayed.

From the Gantt Board, you can:

• Plan tasks and assign them to team members

• Reschedule tasks by dragging and dropping on the timeline

• Adjust task duration by resizing task bars

• Edit tasks with the context menu

• Perform bulk task editing to quickly update multiple tasks at once

Planning tasks

On the Gantt Board, you can plan tasks via the planning dialog by the following steps:

1. Click any date in the Gantt view to open the planning dialog.

2. Complete the task planning by filling in the following fields:

• Assignee: The team member responsible for completing the task.

• Start date: The date the task is scheduled to begin.

• End date: The date by which the task should be completed.

• Hours/Day: Refer to how many working hours per day a person is planned to work on the task.

• Repeat: Choose if you want to repeat the task (e.g., daily, weekly) by selecting the appropriate repeat option.

3. Click to add the plan to the board.

Scheduling tasks

Simply drag a task bar and drop it to a different date or range on the Gantt view.

Adjusting task duration

1. Hover over the edge of a task’s bar.

2. When the cursor changes to a resize icon, click and drag the edge to adjust the task's start or end date.

3. Release the mouse to save the new task duration.

Editing tasks with the context menu

The context menu in ProScheduler provides a list of actions relevant to the currently selected task. This allows users to quickly access and perform various actions, such as editing task details, changing status, or converting to a milestone.

To open the context menu: Right-click on a task in the Gantt or table view > Select an option for editing.

With the context menu, you can:

Actions	How it works
Open the Work item detail panel → Modify task details such as dates, assignees, and hours.
Open the Planning dialog → Adjust task details like dates, assignees, and hours.
Remove plan → Remove the task from the board.
Convert to a milestone → Mark the task as a milestone, which will be displayed as a diamond shape on the timeline.
Change status: → Update the task status (TO DOIN PROGRESS DONE).
Change color → Pick a different color to help visually organize or highlight the task bar on the board.

Creating sibling tasks

This feature is only available in the Gantt Board.

In ProScheduler, the default hierarchy in the Gantt view uses Work Breakdown Structure (WBS). This hierarchy is managed within the app and does not affect the issue structure in Jira.

A sibling task is a task that shares the same parent as another task in a hierarchy. In other words, sibling tasks exist at the same level within a project structure.

How to Create a Sibling task or milestone:

1. From the Gantt Board, right-click on a task or milestone to open the context menu.

2. Choose from the following options:

Actions	How it works
Create sibling issue above: Adds a new issue at the same hierarchy level as the selected issue, placed above it.
Create sibling issue below: Adds a new issue at the same hierarchy level as the selected issue, placed below it.
Create child issue: Adds a new issue as a child under the selected issue.
Create sibling milestone above: Adds a milestone at the same hierarchy level as the selected task, placed above it.
Create sibling milestone below: Adds a milestone at the same hierarchy level as the selected task, placed below it.
Create child milestone: Adds a milestone as a child under the selected task.

Performing bulk tasks

Bulk editing does not apply to Recurring Tasks or Jira Field Mapping projects.

Improve task management by selecting multiple tasks and applying changes simultaneously:

To select multiple tasks:

• Check the box next to each task in the task table.

• Once selected, a bulk action toolbar will appear on the board (this toolbar can be moved to different positions for flexibility).

From the bulk action toolbar, users can:

• Change color: Adjust the task color for better visual organization.

• Unplan tasks: Remove tasks from the board.