Microsoft Project Fundamentals

Lesson 4Set Up the Project and Tasks

LESSON OBJECTIVES

• Create and save a project plan, including a project start date.
• Describe three types of task views in Project.
• Demonstrate switching from one task view to another.
• Enter and edit tasks in the Task Sheet.
• Insert and delete tasks in the Task Sheet.
• Enter, edit, and delete tasks on the Task Board.
• Identify at least three Project views designed for agile projects.
• Rearrange tasks in the Task Sheet and Task Board.
• Structure a task outline with summary tasks and subtasks.

With your project charter, requirements, and scope established, you're now ready to lay out your project plan. This lesson sees you starting a new project plan in Microsoft Project, entering and sequencing the project tasks, and establishing the outline structure of your task list.

Start a New Project Plan

You can choose from one of three good ways to start a new project plan:

• Create a new blank project. Starting from scratch gives you a clean slate and control for building the project to reflect your vision.
• Copy an existing similar project. This can give you a head start in brainstorming the tasks needed and how they relate to one another, especially if the other project was done within your organization.
• Use a template that reflects your project type. This can help you determine which tasks and task relationships apply to your project and also can highlight industry best practices.

Create a New Blank Project

To start a new project plan from ...