Edit or Close a Task Plan on the Work Plan Page

Edit an existing task plan to update its details or alter how swimlane information displays on the Work Plan page planning board as your project progresses. The name of the open task plan displays above the planning board.

Note: You must have Configure Task Plan privileges enabled in Project permissions to add, edit, or delete task plans.

Edit a Task Plan

To edit an existing task plan from the Work Plan page:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Tasks, and then select Work Plan.
3. From the Actions  menu, select Edit Task Plans.
4. Select a task plan and optionally update the following details:
   • Task Plan Name: Change the name of the task plan.
   • Swimlane: Adjust swimlane configuration. You can manage the details of up to three swimlanes, depending on how many exist in the open task plan.
   • Delete: Delete the task plan.
5. Select Cancel to discard your changes, or select Save to commit them.

Close a Task Plan

Once you're done updating and working in a task plan, select Close Task Plan from the Actions  menu. This will close the open task plan and restore the previous view of the planning board.