1. Tasklists in this project management tool serve a similar purpose to summary tasks in MS Project by allowing users to group and summarize other tasks. 2. Tasklists can be created directly on a milestone view or added from the task menu and associated with a specific milestone. 3. Once created, tasklists can be moved to other milestones or projects but will lose any existing dependencies.

1. Creating Tasklists

2. Creating Tasklists

3. Creating Tasklists
1. You can create a tasklist right on
the Milestone view.
2. Or you can add it from the Task menu. If you
decide to create it from this menu, you can choose
a Milestone from the drop-down to associate your
list.

4. Creating Tasklists
• Tasklists may be compared to summary tasks on MS Project.
• A tasklist may be created to summarize another set of tasks.
• Once created, tasklists can be moved to other milestones, or to other
projects. However, existing dependencies will be lost.
• Normally, the tasklist is not assigned an owner. This is because the
tasklist start and completion dates are derived from the earliest task’s
start date and latest task’s finish date.

5. Creating Tasklists

6. Creating Tasklists
• Hover over the tasklist to reveal the
settings button for this item
• This reveals a menu that allows you to:
• Edit the tasklist
• Move the tasklist
• Delete the tasklist
• Mark as complete
• Chartview
• When moving a tasklist you’ll only be
provided the option to move it to another
project. From there you can then move
them to the desired Milestone on the
“edit tasklist” option.
• You can only move taskslist from the
Tasks menu.

7. Creating Tasklists
This is what the chartview looks like

8. Questions?