Playbook | Ease of Use Enhancements

• Insert Task

• Delete Link

• Find/Replace Text

• Copy/Paste Variable Text 

Insert Task

A new task can quickly and easily be inserted between two existing tasks.

1. Highlight a link by hovering over it, then right-click, then click Insert Task.
   
2. Enter the new task's title, assign a resource, and estimate its duration and hours of effort (Work). The predecessor and successor links are automatically assigned.
   
3. The new task is inserted just below the predecessor (not just above the successor).
   

Delete Link

Links can quickly and easily be deleted by clicking on the link itself.

1. Highlight a link by hovering over it. From/To information is displayed.
   
2. Right-click then click Delete Link.
   

Find/Replace Text

Text in Task Titles and/or Descriptions can quickly and easily be replaced for one or more tasks.

1. Select one or more tasks, then right-click, and click More > Replace Text. 
2. Enter the Text to Replace and the text to Replace with. In this example, the text backpanel is being replaced with the text auxiliary. Note: replacing text is not case-sensitive.
   
3. The Scope can be set to either Selected tasks or This project.
   
4. Coming soon - in a week or two you'll have a Find/Replace icon.

Copy/Paste Variable Text

Variable text is automatically recognized during the Copy/Paste operation.

1. Variable text is defined as any text between a less than and a greater than sign (<variable text>).
2. In this example, <Part Name> and <P#> are both defined as variable text.
   
3. During a Copy/Paste operation, <Part Name> and <P#> are pre-populated in the Replace Text portion of the Copy/Paste window.
   

1. Need a hand with anything? Contact a Customer Success Engineer today!