Your Free Project Scheduling and Gantt Chart Tool Using Microsoft Excel

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XL-EasyGantt

 

Insert Tasks (Shortcut ALT Insert)


  To insert one or multiple new tasks above a task.
  Select the task where you want to have a new task inserted above it.

Click the Insert Task button (or ALT Insert).

A Task Level dialog box will appear

Enter the number of new tasks to insert and select the task level.

Alternatively, you can highlight more than one row of tasks and click the Task Insert (or ALT Insert) to insert multiple tasks.

Example below will insert 3 new tasks above task 1.1.1

Note:
Inserting tasks will affect your predecessors selections. Predecessors will not be adjusted automatically.

 

Delete Task (Shortcut ALT Del)


  Highlight the task that you wish to delete

Click the Delete Task button or ALT -Del

You can only delete one task at a time.

Note:
Deleting task will affect your predecessor selections. Predecessors will not be adjusted automatically.

 

Promote Tasks (Shortcut ALT Left Arrow)


  Highlight the task or multiple tasks that you wish to promote

Click the Promote Task button or ALT -Left Arrow

All related sub tasks will also be promoted.

 

Demote Tasks (Shortcut ALT Right Arrow)

  Highlight the task or multiple tasks that you wish to demote

Click the Promote Task button or ALT -Right Arrow

All related sub tasks will also be demoted.

 

Auto Tasks Filtering (Shortcut CTL-Shift F)

  Click the Task Filter button or CTL-Shift F to activate Tasks Filtering

A Task Level Filter dialog box will be shown and a drop down button will also be displayed for each header.

You can use the Task Level Filter or the click on the drop down button to filter the tasks according to your preferred criteria.

To turn it off, click the Task Filter button again.

 

Summary Tasks
 

  Summary Tasks are tasks consisting of sub-tasks. They are shown as a narrow arrow above its sub tasks on the Gantt chart.

A warning will be shown if you have chosen a summary tasks as the predecessor of another task.

 

Auto Task Remarks Comments


  When you enter a comment in the Remark column, a comment will also be automatically created in the Tasks column for that task for easier reading.

 

Task Owner
 

 

Click on the drop down box on the task owner column. You can select the Task owner for this task.

The task own list can be maintained in the Data Sheet. Note that any changes to the existing resource names in the Data sheet will not be automatically updated for the tasks that already have the task owners selected. They will only apply to the new tasks owner selections.

Task Status


  Click on the drop down box to select the task status. The percentage of completion will be shown on the Gantt chart (Buddies and Professional version only)

 

Tasks Date Tracking & Highlights
 

Start date or Finish date will be highlighted in Red if there is an date error or if one of the Start date or Finish date has not been entered.

 

The Task Level Column is highlighted in different colors for easier task tracking.

Red: Task is overdue: Current date is > Tasks Start and Finish Date

Green: Current Task: Current date is > Task's Start date but earlier than Finish date

Blue: Future Tasks: Task's Start Date > Current Date

Auto Tasks Grouping (Shortcut CTL Shift G)
 

Available for the buddies and professional version only.

Click on the Tasks Group button or press CTL Shift G on the keyboard to activate Tasks Group.

You can click on the + or - icon to expand or collapse the group.

 

Auto WBS
 

Available for the buddies and professional version only.

WBS will be automatically generated based on the task level.

 

 

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