Manage Plans in the Work Plan Grid – Support

Contextual Menu

Right-click a task to see the contextual menu.

Quick Edit: Click to open the Quick Edit window. See View and edit work items from the Work Plan Grid for more detail.
Advanced Edit: Click to open the Advanced Edit window. See View and edit work items from the Work Plan Grid for more detail.
Cut: Click to copy and remove the current work item.
Paste: Click to paste a work item currently loaded in your clipboard.
Copy: Click to copy the current work item.
Split Task: Click to split the current work item into two sub-items.
Add: Select an action from the Add drop down. Options include: Task Above, Task Below, Milestone, Subtask, Successor, Predecessor.
Covert to milestone: Click to convert the current work item into a milestone.
Indent: Click to indent the current item. The indented item will become a child of the item above it.
Outdent: Click to outdent the current item.
Delete: Click to delete the current item.

Editable Grid

Click a field to edit the value.

Assign Resources

Click in the Assigned Resources column. The Resource selection menu will open. Select a resource from your team. You may also type in a new name of a resource. After you do so, the project plan will be shared with them. You may want to review and adjust their permissions after adding a new resource to your plan.

Move work items

Drag and drop work items to the desired location.

Work item icons

Notes: Click the Notes icon to open the Notes form.
Comments: Click the Comments icon to open the Comments form.
Activities: Click the Activities icon to open the Activities board.

Notes

Enter notes into the Notes form.

Comments

Enter comments into the Comments form.

Activities

Move, add, and edit work item activities in the Activities board.