From the course: Microsoft Project Step by Step: Planning for Successful Project Management
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Create summary tasks to outline the plan - Microsoft Project Tutorial
From the course: Microsoft Project Step by Step: Planning for Successful Project Management
Create summary tasks to outline the plan
With up to 400,000 tasks in a plan, finding a way to organize it is essential. You can create summary tasks to develop a multi-level outline and visually organize your task list. Now, there are multiple ways to get your summary tasks in or your phase names in. What you could do is highlight the items that represent your detailed activities and simply click on "Summary." This is a great shortcut because what it does for you is it presents a summary heading placeholder and it automatically indents the items underneath. By the way, here's another tip. You can double click the divider between two column headings to automatically size to the widest item. And you may know that trick already from your experience in Excel. Now, there's another way to do this. You could have planned out your phase name or summary heading first and indent items underneath. If that's your preferred approach, select the items underneath and use Indent. Now, I love this button on the Ribbon, but let's say you…
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Learning objectives1m 34s
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Create tasks6m 53s
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Switch task scheduling from manual to automatic4m 16s
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Enter task durations and estimates7m 42s
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Enter milestone tasks3m 48s
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Create summary tasks to outline the plan6m 59s
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Link tasks to create dependencies17m 29s
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Check a plan’s duration and finish date3m 47s
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Document task information3m 23s
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