Using the Task 3-Dot Menu in Project Planning

The task 3-dot menu appears next to each task in a project plan.

To access it:

The menu displays actions specific to that task.

You can quickly add new tasks relative to an existing task.

From the task 3-dot menu, select:

This is useful when:

The new task is added directly above or below the selected task.

To review or update task details:

From here, you can update:

Edits update the project plan immediately.

Tasks can be reordered using the 3-dot menu.

Select:

This helps keep tasks organized when the sequence of work changes.

Reordering tasks does not automatically change task dates.

For larger project plans, the Scroll to option helps you quickly locate tasks.

Selecting Scroll to jumps the timeline view directly to that task’s position.

This is especially helpful when working with long timelines or multiple task groups.

If a task has not already been saved as a template, you can do so from the 3-dot menu.

Select Save as template to store the task for future use.

Saved templates can be reused in other project plans and managed under Templates.

Tasks that are no longer needed can be removed from a project plan.

To delete a task:

Deleting a task removes it from the project plan but does not affect templates or other projects.