Effexis & Goals To Action Blog

This video shows you how to add tasks to your projects.

Click Here to View the Tutorial

With the projects listed, it is time to add some tasks. There are several ways you can add Tasks to Projects.

First, we’ll use the Outline to add tasks to our first focus project.

1. Go to the Outline tab (click on tab or use Go -> Outline menu item)
2. Select the project where you want to add the tasks by clicking on the row header (Write cat herding ebook)
3. Use the Insert -> Insert as Child menu command and select Task as the child type – You are using Insert as Child because you want the task row to be contained by the Project
4. This will create a new blank Task row under the project, then just type the name of the task (Write summary for ebook)
5. Press the ENTER key to add a new blank row after the current task
6. Type the 2nd task and continue doing this until you’ve entered all the tasks

Adding Tasks Using the Tasks Tab

Let’s add the rest of the tasks using the tasks tab so you can see how that works.

1. Go to the Tasks tab (click on tab or use Go -> Tasks menu)


Note: The Tasks tab only displays tasks and sub-tasks. While projects can be displayed as groups in the Projects filter, if you want to see the entire project/task hierarchy, you should use the Outline tab

To add tasks follow these steps:

2. Select the ‘Develop PPC Campaign’ project by clicking on the Project dropdown in the Tasks tab view bar (which might say “All Projects.”) This will filter the task list to only show Tasks associated with the selected project.



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3. Use Insert -> Insert After menu (or press INSERT key) to add a row for the first task, and enter the name (Research keywords).
4. Press ENTER key for a new row at the same level, and enter the next task (Build first campaign).
5. Continue adding tasks as needed, pressing the ENTER or INSERT key to add a new row after the current one.

Adding Tasks to the Next Project

Now let’s add some tasks to your third focus project.

1. Use the Actions->Switch Project menu item (Ctrl+H). This will bring up the “Select Project” dialog. Select your third project from the list and press ENTER.



While using this dialog, you can just start typing the name of the project (or part of the name) to filter the list and only show matching projects. For example, if you type ‘web’ it will only show projects that contain the phrase ‘web’ in their name. Press OK or ENTER once you’ve selected the project.



NOTE: Using Actions -> Switch Project is equivalent to selecting the project from the Project dropdown tree in the view bar.

2. The Task list should now be filtered to show the selected project’s tasks. Since it doesn’t have any, the list will be empty. Press INSERT to add a new top-level task for this project, and enter the name.

Press ENTER or INSERT key for another row and continue adding tasks until you are done.

This video shows you how to define your three focus projects using Achieve Planner.

Click Here to View Tutorial

We’ll add the first two using the Outline tab and we’ll add the last one using the Projects tab so you can see how that works.

The master outline provides an overview of all result areas, projects, and tasks.

This is what the grid of the master outline looks like when you first create a new data file.

Now let’s add the first two projects using the Outline.

1. Click the Outline tab in the main window. (You can also select the Go -> Outline command in the Go menu)
2. Select the Work result area by clicking on the row header (gray square) at the start of the row.
3. Select Insert->Insert as Child command (or press Ctrl+INSERT keys).
4. Select Project from the “Select Child Type” dialog to indicate that you want to add a child project to the Work result area.



5. This will create a new Project row under the Work result area. We used Insert as Child because we want the new project to be under or contained by the Work result area. Enter the name of the first project (Write cat herding ebook in this example) and press ENTER key to add a new row at the same hierarchical level.

Note:     Pressing ENTER after adding a row creates a new blank row at the same level immediately below it.

6. Enter the next project (Develop PPC campaign) and press ENTER.

Note:     If you pressed ENTER again after the last project, you will have a blank row. You can remove the extra blank row by pressing the ESC key now, which will cancel the insert of the new row.

Adding the Last Project Using the Project Tab

We’ll add the last project using the Projects tab so you can see how that works.

1. Click on the Projects tab in the main window (or use the Go -> Projects menu command)
2. Use the Result Area dropdown to filter the Projects tab to only show projects contained by the Work result area. Click on the ‘All Result Areas’ button and select Work from the tree.



3. Select the 2nd project (Develop PPC Campaign) by clicking on its row header
4. Use Insert -> Insert After menu item (or press Insert key) to add a new blank row after the currently selected one
5. Type the name of the project (e.g., Build cat herding website)

You’ve now defined your 3 focus projects.