After you select one or more projects containing tasks you might want to use, assign those borrowed tasks to a phase in this project.

To assign borrowed tasks to phases:

1. Click a task in the list on the left. If a task includes subtasks, click the plus icon to expand the list. Click the minus icon if you want to hide the subtasks.

To select two or more adjacent tasks, hold down the Shift key and then click the tasks. To select two or more nonadjacent tasks, hold down the Ctrl key and then click the tasks.

2. Click one or more phases in the Assign tasks to phase(s) of your project list (on the right) to which the task belongs. A checkmark appears next to tasks you've assigned.
3. To assign one or more tasks to a new phase, select the tasks, click <New Phase> in the Assign tasks to Phases of your project list, and then type a name for the new phase.
4. To select tasks from another project you selected as similar, click the Tasks from Similar Projects list arrow, click the project you want, and then assign the tasks to phases.

Tip

• If you want to revise a task, assign it to a phase here. You can edit the task later in the Tasks step.

See Also

  Edit Tasks